2025 Q4 -tulosraportti
1 päivä sitten
‧56 min
Tarjoustasot
Määrä
Osto
10
Myynti
Määrä
503
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
100,32VWAP
Alin
88,86VaihtoMäärä
1 153,1 17 299 749
VWAP
Ylin
100,32Alin
88,86VaihtoMäärä
1 153,1 17 299 749
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 19.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
1 t sitten1 t sittenI am looking forward to the future. https://www.tipranks.com/stocks/nbis/forecast
·5 t sittenWow, many had to spend a long time going through that financial statement.
·1 t sittenI ran the financials through AI, and it told me that NBIS delivered very good figures for sales and growth. But cash flow was a bit weak, and so was the guidance for 2026. I have used both Perplexity and Forecaster biz.·1 t sittenIf this was weak guidance, I don't think you have any clue.
·5 t sittenMaybe the train is leaving now. Nebius ended in green on Wall Street yesterday on a blood-red day for everyone else. +11% now! 🔥🟢🔥🟢🔥·5 t sittenAbsolutely true. But yesterday 🟢 and NASDAQ were down 2% is also good. 👍
20 t sitten20 t sittenQ4 earnings call Overall business performance and demand environment 2025 described as an “excellent” year with execution ahead of internal targets and capacity plans. Nebius positions itself as a leading, highly reliable AI cloud compute provider despite being only ~1.5 years from launch. Demand for AI compute is characterized as structurally constrained: capacity was sold out in Q3 and Q4 2025 and is already sold out for 2026. Average contract duration for new cloud customers increased by 50%, and GPU pricing remained firm even on prior generations, counter to broader industry expectations. Both AI-native startups and enterprises are rapidly scaling AI usage, with some startups moving from hundreds of GPUs to tens of thousands. Management views current AI adoption as the early stage of a major industrial/technological shift, underpinning long-term demand. Capacity expansion and infrastructure plans Capacity is a core growth pillar alongside product. Nebius announced nine new data centers globally, with a mix of owned builds and colocation. Power secured already exceeds 2 gigawatts as of February 2026; target for 2026 raised to more than 3 gigawatts of contracted power. Company expects to have 800 megawatts to 1 gigawatt of that power converted into available data center capacity by year-end 2026. Strategy is to maintain a portfolio of sites to avoid dependence on any single location and to allow workload flexibility across regions. Owned (“self-developed”) facilities are preferred for better total cost of ownership, execution control, and technical optimization, with leases used selectively to bridge gaps during rapid growth. Financial results and profitability Q4 2025 group revenue: $228 million, up 547% year-over-year and 56% quarter-over-quarter. Annualized run-rate revenue (ARR) for the core business reached $1.2 billion at December, exceeding the high end of prior guidance. Core AI cloud business revenue grew 830% year-over-year and 63% quarter-over-quarter, driven by high utilization and strong pricing. Group adjusted EBITDA turned positive in Q4; core AI cloud adjusted EBITDA margin expanded from 19% in Q3 to 24% in Q4. Management emphasizes operating leverage and spending discipline as capacity scales. Guidance and key targets for 2026 and beyond Nebius reiterates its target for 2026 annualized run-rate revenue of $7–9 billion. 2026 revenue guidance: $3.0–3.4 billion, reflecting a ramp as new capacity comes online mainly in the second half of the year. Group adjusted EBITDA margin guidance for 2026 is ~40%; EBIT expected to remain negative due to heavy investment in capacity, GPUs, and R&D. Medium-term EBIT margin target remains 20–30%, with potential upside, once the current investment phase moderates and large contracts fully ramp. Depreciation schedule for equipment will be lengthened from four to five years starting Q1 2026, reflecting longer-lived utilization and market practice. Capital expenditure and financing strategy 2026 CapEx plan: $16–20 billion, aimed at supporting capacity needs for 2027 and beyond, not just 2026. CapEx split roughly into: Less than 10% for securing power. About 20% for building data centers. The remainder for deploying GPUs and related hardware. About 60% (or more) of 2026 CapEx is expected to be funded from existing cash, operating cash flows, and upfront payments from long-term agreements. Nebius currently has ~$3 billion in cash, no corporate-level debt, and no asset-backed financing; management intentionally preserved a “clean” balance sheet up to now. Going forward, Nebius plans to incorporate debt into its capital structure (corporate debt and asset-backed financing) to reach a more “optimal” structure while keeping a disciplined balance sheet. The at-the-market (ATM) equity program remains unused so far and is viewed as an opportunistic tool rather than a primary source of funding. Equity stakes in ClickHouse and AV Wright are cited as non-core holdings that could be monetized in the future to support further growth.
7 t sitten · Muokattu7 t sitten · MuokattuI think the earnings overall were positive. While the revenue and EPS miss are a bad sign, those were the Wall Street estimates. The AI cloud is a new kind of business so it is understandable that analyst struggles to model it correctly. I think the fact that the company hasn't used the ATM at all yet should restore some investor confidence regarding possible dilution.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
1 päivä sitten
‧56 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 1 t sitten1 t sittenI am looking forward to the future. https://www.tipranks.com/stocks/nbis/forecast
- ·5 t sittenWow, many had to spend a long time going through that financial statement.·1 t sittenI ran the financials through AI, and it told me that NBIS delivered very good figures for sales and growth. But cash flow was a bit weak, and so was the guidance for 2026. I have used both Perplexity and Forecaster biz.·1 t sittenIf this was weak guidance, I don't think you have any clue.
- ·5 t sittenMaybe the train is leaving now. Nebius ended in green on Wall Street yesterday on a blood-red day for everyone else. +11% now! 🔥🟢🔥🟢🔥·5 t sittenAbsolutely true. But yesterday 🟢 and NASDAQ were down 2% is also good. 👍
- 20 t sitten20 t sittenQ4 earnings call Overall business performance and demand environment 2025 described as an “excellent” year with execution ahead of internal targets and capacity plans. Nebius positions itself as a leading, highly reliable AI cloud compute provider despite being only ~1.5 years from launch. Demand for AI compute is characterized as structurally constrained: capacity was sold out in Q3 and Q4 2025 and is already sold out for 2026. Average contract duration for new cloud customers increased by 50%, and GPU pricing remained firm even on prior generations, counter to broader industry expectations. Both AI-native startups and enterprises are rapidly scaling AI usage, with some startups moving from hundreds of GPUs to tens of thousands. Management views current AI adoption as the early stage of a major industrial/technological shift, underpinning long-term demand. Capacity expansion and infrastructure plans Capacity is a core growth pillar alongside product. Nebius announced nine new data centers globally, with a mix of owned builds and colocation. Power secured already exceeds 2 gigawatts as of February 2026; target for 2026 raised to more than 3 gigawatts of contracted power. Company expects to have 800 megawatts to 1 gigawatt of that power converted into available data center capacity by year-end 2026. Strategy is to maintain a portfolio of sites to avoid dependence on any single location and to allow workload flexibility across regions. Owned (“self-developed”) facilities are preferred for better total cost of ownership, execution control, and technical optimization, with leases used selectively to bridge gaps during rapid growth. Financial results and profitability Q4 2025 group revenue: $228 million, up 547% year-over-year and 56% quarter-over-quarter. Annualized run-rate revenue (ARR) for the core business reached $1.2 billion at December, exceeding the high end of prior guidance. Core AI cloud business revenue grew 830% year-over-year and 63% quarter-over-quarter, driven by high utilization and strong pricing. Group adjusted EBITDA turned positive in Q4; core AI cloud adjusted EBITDA margin expanded from 19% in Q3 to 24% in Q4. Management emphasizes operating leverage and spending discipline as capacity scales. Guidance and key targets for 2026 and beyond Nebius reiterates its target for 2026 annualized run-rate revenue of $7–9 billion. 2026 revenue guidance: $3.0–3.4 billion, reflecting a ramp as new capacity comes online mainly in the second half of the year. Group adjusted EBITDA margin guidance for 2026 is ~40%; EBIT expected to remain negative due to heavy investment in capacity, GPUs, and R&D. Medium-term EBIT margin target remains 20–30%, with potential upside, once the current investment phase moderates and large contracts fully ramp. Depreciation schedule for equipment will be lengthened from four to five years starting Q1 2026, reflecting longer-lived utilization and market practice. Capital expenditure and financing strategy 2026 CapEx plan: $16–20 billion, aimed at supporting capacity needs for 2027 and beyond, not just 2026. CapEx split roughly into: Less than 10% for securing power. About 20% for building data centers. The remainder for deploying GPUs and related hardware. About 60% (or more) of 2026 CapEx is expected to be funded from existing cash, operating cash flows, and upfront payments from long-term agreements. Nebius currently has ~$3 billion in cash, no corporate-level debt, and no asset-backed financing; management intentionally preserved a “clean” balance sheet up to now. Going forward, Nebius plans to incorporate debt into its capital structure (corporate debt and asset-backed financing) to reach a more “optimal” structure while keeping a disciplined balance sheet. The at-the-market (ATM) equity program remains unused so far and is viewed as an opportunistic tool rather than a primary source of funding. Equity stakes in ClickHouse and AV Wright are cited as non-core holdings that could be monetized in the future to support further growth.7 t sitten · Muokattu7 t sitten · MuokattuI think the earnings overall were positive. While the revenue and EPS miss are a bad sign, those were the Wall Street estimates. The AI cloud is a new kind of business so it is understandable that analyst struggles to model it correctly. I think the fact that the company hasn't used the ATM at all yet should restore some investor confidence regarding possible dilution.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
10
Myynti
Määrä
503
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
100,32VWAP
Alin
88,86VaihtoMäärä
1 153,1 17 299 749
VWAP
Ylin
100,32Alin
88,86VaihtoMäärä
1 153,1 17 299 749
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 19.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
2025 Q4 -tulosraportti
1 päivä sitten
‧56 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 19.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 1 t sitten1 t sittenI am looking forward to the future. https://www.tipranks.com/stocks/nbis/forecast
- ·5 t sittenWow, many had to spend a long time going through that financial statement.·1 t sittenI ran the financials through AI, and it told me that NBIS delivered very good figures for sales and growth. But cash flow was a bit weak, and so was the guidance for 2026. I have used both Perplexity and Forecaster biz.·1 t sittenIf this was weak guidance, I don't think you have any clue.
- ·5 t sittenMaybe the train is leaving now. Nebius ended in green on Wall Street yesterday on a blood-red day for everyone else. +11% now! 🔥🟢🔥🟢🔥·5 t sittenAbsolutely true. But yesterday 🟢 and NASDAQ were down 2% is also good. 👍
- 20 t sitten20 t sittenQ4 earnings call Overall business performance and demand environment 2025 described as an “excellent” year with execution ahead of internal targets and capacity plans. Nebius positions itself as a leading, highly reliable AI cloud compute provider despite being only ~1.5 years from launch. Demand for AI compute is characterized as structurally constrained: capacity was sold out in Q3 and Q4 2025 and is already sold out for 2026. Average contract duration for new cloud customers increased by 50%, and GPU pricing remained firm even on prior generations, counter to broader industry expectations. Both AI-native startups and enterprises are rapidly scaling AI usage, with some startups moving from hundreds of GPUs to tens of thousands. Management views current AI adoption as the early stage of a major industrial/technological shift, underpinning long-term demand. Capacity expansion and infrastructure plans Capacity is a core growth pillar alongside product. Nebius announced nine new data centers globally, with a mix of owned builds and colocation. Power secured already exceeds 2 gigawatts as of February 2026; target for 2026 raised to more than 3 gigawatts of contracted power. Company expects to have 800 megawatts to 1 gigawatt of that power converted into available data center capacity by year-end 2026. Strategy is to maintain a portfolio of sites to avoid dependence on any single location and to allow workload flexibility across regions. Owned (“self-developed”) facilities are preferred for better total cost of ownership, execution control, and technical optimization, with leases used selectively to bridge gaps during rapid growth. Financial results and profitability Q4 2025 group revenue: $228 million, up 547% year-over-year and 56% quarter-over-quarter. Annualized run-rate revenue (ARR) for the core business reached $1.2 billion at December, exceeding the high end of prior guidance. Core AI cloud business revenue grew 830% year-over-year and 63% quarter-over-quarter, driven by high utilization and strong pricing. Group adjusted EBITDA turned positive in Q4; core AI cloud adjusted EBITDA margin expanded from 19% in Q3 to 24% in Q4. Management emphasizes operating leverage and spending discipline as capacity scales. Guidance and key targets for 2026 and beyond Nebius reiterates its target for 2026 annualized run-rate revenue of $7–9 billion. 2026 revenue guidance: $3.0–3.4 billion, reflecting a ramp as new capacity comes online mainly in the second half of the year. Group adjusted EBITDA margin guidance for 2026 is ~40%; EBIT expected to remain negative due to heavy investment in capacity, GPUs, and R&D. Medium-term EBIT margin target remains 20–30%, with potential upside, once the current investment phase moderates and large contracts fully ramp. Depreciation schedule for equipment will be lengthened from four to five years starting Q1 2026, reflecting longer-lived utilization and market practice. Capital expenditure and financing strategy 2026 CapEx plan: $16–20 billion, aimed at supporting capacity needs for 2027 and beyond, not just 2026. CapEx split roughly into: Less than 10% for securing power. About 20% for building data centers. The remainder for deploying GPUs and related hardware. About 60% (or more) of 2026 CapEx is expected to be funded from existing cash, operating cash flows, and upfront payments from long-term agreements. Nebius currently has ~$3 billion in cash, no corporate-level debt, and no asset-backed financing; management intentionally preserved a “clean” balance sheet up to now. Going forward, Nebius plans to incorporate debt into its capital structure (corporate debt and asset-backed financing) to reach a more “optimal” structure while keeping a disciplined balance sheet. The at-the-market (ATM) equity program remains unused so far and is viewed as an opportunistic tool rather than a primary source of funding. Equity stakes in ClickHouse and AV Wright are cited as non-core holdings that could be monetized in the future to support further growth.7 t sitten · Muokattu7 t sitten · MuokattuI think the earnings overall were positive. While the revenue and EPS miss are a bad sign, those were the Wall Street estimates. The AI cloud is a new kind of business so it is understandable that analyst struggles to model it correctly. I think the fact that the company hasn't used the ATM at all yet should restore some investor confidence regarding possible dilution.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
10
Myynti
Määrä
503
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
100,32VWAP
Alin
88,86VaihtoMäärä
1 153,1 17 299 749
VWAP
Ylin
100,32Alin
88,86VaihtoMäärä
1 153,1 17 299 749
Välittäjätilasto
Dataa ei löytynyt