NBIS

VeriSign (VRSN) came out with quarterly earnings of $2.41 per share, missing the Zacks Consensus Estimate of $2.42 per share. This compares to earnings of $2.27 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -0.41%. A quarter ago, it was expected that this internet infrastructure services provider would post earnings of $2.36 per share when it actually produced earnings of $2.38, delivering a surprise of +0.85%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. VeriSign, which belongs to the Zacks Internet - Software and Services industry, posted revenues of $443 million for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 0.28%. This compares to year-ago revenues of $419.1 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. VeriSign shares have added about 26.5% since the beginning of the year versus the S&P 500's gain of 13.3%. While VeriSign has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for VeriSign was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.47 on $450.48 million in revenues for the coming quarter and $9.59 on $1.76 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software and Services is currently in the top 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Nebius Group (NBIS), another stock in the same industry, has yet to report results for the quarter ended September 2026. This an AI-centric cloud platform is expected to post quarterly loss of $0.53 per share in its upcoming report, which represents a year-over-year change of -35.9%. The consensus EPS estimate for the quarter has been revised 5.8% lower over the last 30 days to the current level. Nebius Group's revenues are expected to be $914.15 million, up 525.7% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report VeriSign, Inc. (VRSN) : Free Stock Analysis Report Nebius Group N.V. (NBIS) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

- Meta's free cash flow crashed to $784 million from $8.55 billion while NVIDIA posted $96 billion in quarterly revenue, up 106%. - Nebius secured a $775 million GPU-backed loan as Alphabet completed an $80 billion equity raise, defining how AI infrastructure now gets financed. - Analysts expect Meta to issue up to $30 billion in equity, but dilution at its trailing P/E of 26 limits upside for existing shareholders. - Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA didn't make the cut. Enter your email to see the names that beat NVDA. The report is free. Enter your email and see if any of your stocks made the cut. Chip stocks bounced on October 19, and the session showed who collects the money in this AI cycle. The Nasdaq rose 1.3% with semiconductors leading; NVIDIA (NASDAQ:NVDA) gained 1.38%, and Meta Platforms (NASDAQ:META) slipped 0.55%. Seema Mody's segment that day focused on that split. The GPU supplier rose while the hyperscaler expected to raise outside money fell behind, although one session cannot show that equity talk drove Meta lower. Meta's expansion now needs more than its own cash. It guided 2026 capital expenditures to $130 billion to $145 billion, and second-quarter free cash flow fell to $784 million from $8.55 billion a year earlier. NVIDIA reported $96.22 billion in quarterly revenue, up 105.8%. That gap between the buyer's falling cash and the seller's rising sales is why the coming hyperscaler reports carry more weight than a typical quarter. Mody cited Evercore ISI: "Evercore ISI out with a note this morning that leans a bit more bullish saying the pullback that we've recently seen in these names comes ahead of what they think will be a strong hyperscaler earnings season." The firm reads recent weakness as a setup for those reports. NVIDIA is still down 4.08% over the past week and 2.33% over the past month, although it is up 16.67% year to date. ------ Free Report, Just Released Why Didn't NVDA Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And NVDA didn't make the cut! The report is free, and you can see why we think each stock is a top investment today. Enter Your Email and See the Ten → ------ Meta fell 5.05% over the past week and is down 1.28% over the past year despite a 7.13% gain in 2026. The weak one-year return suggests some investors likely doubt the payoff from the spending. Watch capital spending plans, AI revenue, and how the spending gets financed. NVIDIA expects top five hyperscaler capex to reach nearly $800 billion in 2026. Mody noted: "The H100 that's Nvidia's older chip has held up in terms of pricing ever since Anthropic's latest model came out." New model launches are lifting demand for older hardware too. That signals demand for compute still exceeds supply. NVIDIA said it has supply for about 70% of demand. It also protects collateral, because GPUs now back loans. Chips that hold their rental rates also hold their value as loan collateral. Asia is more cautious: "Bank of America's semiconductor team just returning from Asia, sharing with clients that investors there are a bit more anxious about the AI funding cycle." The worry there centers on funding. Mody said: "Consensus amongst credit folks we spoke to over the weekend is that GPU backed loans will be the go to option for these companies. Unsecured debt will be less desirable, especially at 15%." That shifts financing risk onto chip values. Unsecured borrowing near 15% makes long-dated data centers hard to justify. Secured loans cost less because lenders can claim the hardware. Nebius Group (NASDAQ:NBIS) entered its first senior secured facility, about $775 million backed by GPUs and contracted cash flows, in July 2026. If used GPU prices fall, the collateral declines and lenders tighten terms. Analysts expect a Meta stock sale, and Mody said the open issue is size: "The biggest question is not whether META will issue stock, but how big META's equity offering could be. They say the market is comfortable for 30 billion." Meta has not announced an offering. Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) completed an $80 billion stock issuance a couple of months ago. Dilution spreads future profits across more owners. Meta's apps reach over 3.6 billion daily active people. AI spending is exceeding even that level of cash generation. Long-term debt already reached $83.66 billion, and issuing stock would likely let Meta avoid borrowing near 15%. The size and terms of Meta's raise remain unknown, which leaves the valuation case uncertain. At $705.44 and a trailing P/E of 26, dilution and an open-ended spending cap limit upside for existing holders. NVIDIA sits in a different position. At $217.09 and a trailing P/E of 44, it costs more, but it gets paid whether buyers use stock, GPU-backed loans, or cash. Steady H100 pricing points to durable demand, and NVIDIA guided third-quarter revenue to $108.0 billion, plus or minus 2%. A smaller-than-expected raise or clear AI revenue disclosure from Meta would ease concerns about dilution and its spending payoff. Hyperscaler earnings will show whether either arrives. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And NVDA wasn't one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. Read more here and see which stocks made the list -->> Contact [email protected] for any questions or corrections.

Cloud companies don't usually raise prices. Competition in renting out computing power tends to push the other way, with each new chip generation cheapening the last. Yet at the start of this month, Nebius Group (NASDAQ:NBIS) reset compute prices on its NVIDIA B300, B200, H200, and H100 virtual machines, the exact hardware AI developers are scrambling to rent. Nebius runs a cloud built specifically for artificial intelligence. It buys NVIDIA GPUs, installs them in data centers across Europe and the US, and rents that capacity to AI labs, start-ups, and tech giants such as Microsoft and Meta. Customers either pay as they go or sign multi-year contracts for dedicated capacity, a surge in infrastructure demand that has turned Nebius into one of the 12 High-Flying Stocks to Invest In. The harder question is whether pricing power can outrun the enormous bill for building it, and the answer hinges on a forecast that looks, at first glance, like bad news. Nebius doesn't sell patent-protected technology. Its edge is something AI customers currently prize more: GPUs that are powered, networked, and ready to use. Power and data center space have become the scarce inputs in AI, and Nebius has moved aggressively to lock them up. It expects to end 2026 with 5 GW of contracted power and plans to deploy more than 1 GW a year starting in 2027. The proof shows up in pricing. In its second-quarter 2026 shareholder letter, the company said pricing for older-generation GPUs rose more than 30% from the first quarter, and deals signed in the quarter averaged above $20 million in revenue per MW. In recent weeks, Nebius also introduced spot pricing for preemptible machines, letting the price of spare capacity float with demand. Second-quarter 2026 revenue reached $582.3 million, up 454% from a year earlier. Annualized recurring revenue (ARR, the current revenue pace stretched over a full year) hit $3.0 billion at the end of June, up from $1.9 billion at the end of March. Adjusted EBITDA swung to $236.2 million, from a $21.0 million loss a year earlier. Costs are scaling more slowly than sales. Cost of revenue fell to 23% of revenue from 29%, and SG&A dropped to 30% from 65%. That operating leverage sets Nebius apart within a fast-growing group of 11 AI Stocks That Will Go to the Moon, challenging the hyperscalers. Demand looks locked in, too. Nebius has more than $40 billion in customer commitments. It delivered every contracted capacity tranche to Microsoft and is working on a second agreement with Meta. Nebius spent $8,130.3 million on property, equipment, and intangibles in the first half of 2026 alone, and total debt stood at $8,545.7 million at the end of June. Interest expense jumped to $119.1 million in the quarter from $4.8 million a year earlier, while depreciation climbed to $259.7 million from $75.2 million. The upshot was a GAAP net loss from continuing operations of $190.4 million. The company has leaned on shareholders, too, raising roughly $2.8 billion by selling stock through an at-the-market program, even as news that Nebius Group (NBIS) plans to hike prices sent shares rocketing on strong cloud GPU demand. And with Microsoft and Meta anchoring so much of the demand story, a pullback by either would leave a hole that's hard to fill, a concentration risk common among AI infrastructure stocks. Prepayments soften the blow. About 70% of second-quarter deals included them, covering 50% to 60% of the related capex, and Nebius expects more than $9 billion in customer prepayments in 2026. But the company is still betting its balance sheet on demand staying tight. At 46.08 times forward earnings, as of October 9, Nebius trades well above the sector's 23.23 multiple. Investors usually pay that kind of premium for earnings that are about to grow fast. Instead, analysts expect earnings per share to fall 62.73% in 2027. That forecast reflects timing more than fading demand: most second-quarter deals are tied to capacity arriving in late 2026, so the depreciation and interest land before the revenue fully does. Even so, a premium multiple on shrinking earnings means you're paying today for profits that sit years out, and the contrast with cash-rich cloud giants like Amazon shows how much faith that takes. Sentiment reflects the split. Short interest stands at 19.81% of the float, a sizable bet against the stock. Hedge funds moved the other way, with 87 holding Nebius in the most recent quarter, up from 70 in the prior one. Nebius's pricing power is real, and the backlog suggests demand isn't fading. But at this multiple, the stock already assumes a smooth handoff from a costly buildout to fat profits, just as earnings are expected to shrink. The setup suits investors comfortable with sharp swings who believe AI compute stays scarce through 2027. Softening GPU pricing, or trouble funding the next gigawatt without heavy dilution, would weaken the case quickly. While we acknowledge the risk and potential of NBIS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NBIS and that has 10,000% upside potential, check out our report about this cheapest AI stock. READ NEXT: Top 10 AI Stocks That Will Skyrocket and 2 Stocks Trump Bought in July Are Now Down 17% to 20%. Time to Buy? Disclosure: None. Follow Insider Monkey on Google News.

- Nebius Group surged 8% on its Inferize acquisition despite a 197x trailing P/E, while CoreWeave gained 4% on shared AI capacity demand. - Broader AI funds SKYY and QQQ each gained under 1%, keeping the rally concentrated in pure-play AI infrastructure names. - Nebius Group's $38 billion in contracted obligations underpins its bull case, but continuous capital raising means valuation and funding needs feed each other. - Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor) Nebius Group (NASDAQ:NBIS) stock carries a trailing twelve-month price-to-earnings ratio of 197x, a level that makes the shares hard to own on conventional terms. Shares of Nebius Group are up 9% to $254 in afternoon trading following a small artificial intelligence (AI) inference deal that came with no disclosed price. A gain of that scale on an undisclosed sum shows the market is pricing Nebius stock on contracted future demand, with trailing profit playing a minor role. Meanwhile, CoreWeave (NASDAQ:CRWV) stock is up 4% to $90.76, moving in step with a peer built on the same rented-capacity model. CRWV stock and NBIS stock often trade as a pair, because both companies sell AI computing capacity under long-term contracts. Oracle (NYSE:ORCL) stock is up 3% to $146.28, a modest advance for the one name in the group with a large software business behind its expansion. Fund-level gains are far smaller, with the First Trust Cloud Computing ETF (NASDAQ:SKYY) up 0.7%. The Invesco QQQ Trust (NASDAQ:QQQ) is up 0.5%, which keeps the rally concentrated in the companies that sell AI computing capacity. A privately held startup named Inferize, founded this year, built technology to cut graphics processing unit (GPU) idle time, and Nebius as now acquired it. Spare capacity stays on for demand spikes. That standby hardware on platforms running AI models costs money while producing nothing, a drain Nebius calls the idle GPU tax. If you've saved over $1,000,000, this guide is for you. The last thing you want in retirement is to run out of money, you want your money to generate lasting income while you enjoy your life. Now you can learn the strategies wealthy retirees use to fund their retirement with The Definitive Guide to Retirement Income from Fisher Investments. Download the guide today! (sponsor) Danila Shtan is chief technology officer at Nebius. He stated on October 4, "Running inference well takes more than fast GPUs and optimized models." In Shtan's framing, the whole system has to respond when demand changes, and that gap is what Inferize was built to close. Nebius holds $37.5 billion in remaining performance obligations from long-term committed capacity contracts with large technology companies. That is a claim on future revenue that trailing earnings can't capture, and the bull case rests on it. The catch is that those contracts require continuous capital raising, so the valuation and the funding need feed each other. Like Nebius, CoreWeave funds its hardware with debt ahead of contracted revenue, so CoreWeave stock climbing alongside Nebius fits the pattern. A shift in funding conditions could pressure both stocks at once. Oracle sells the same capacity from inside a large established software business, whose earnings carry the expansion, and that buffer helps explain why Oracle stock is gaining less than the two pure plays. Capital raising remains the swing factor for Nebius, because each new contract adds hardware that must be financed before it produces revenue, and shareholders could look for signs that the Inferize technology reduces GPU idle time enough to stretch each dollar raised. For CoreWeave, the same tension applies, while Oracle can lean on its software earnings. Fresh capacity contracts from any of the three companies are worth watching for. Nebius stock offers a direct claim on contracted AI demand at a valuation that leaves little margin for error. Careful calibration of holdings is warranted given the 197x trailing multiple and the steady capital raising the company needs to deliver on its contracts. Oracle stock gives a steadier path into the same expansion, backed by an established earnings base. If you've saved over $1,000,000, this guide is for you. The last thing you want in retirement is to run out of money, you want your money to generate lasting income while you enjoy your life. Now you can learn the strategies wealthy retirees use to fund their retirement with The Definitive Guide to Retirement Income from Fisher Investments. Download the guide today! (sponsor) Contact [email protected] for any questions or corrections.

- William Blair initiated Nebius stock to 'Outperform' and sees the company's ARR approaching $22 billion by the end of 2027. - According to William Briar, Nebius stock's current valuation creates a favorable risk/reward for investors. - Nebius' second-quarter revenue jumped 454% year over year to $582.3 million, while the company raised $5.75 billion through convertible notes. William Blair initiated coverage of Nebius Group N.V. (NBIS) with an 'Outperform' rating, saying the company has many of the attributes needed to become a differentiated AI-native cloud platform. According to TheFly, analyst Jason Ader highlighted Nebius' infrastructure scale, software capabilities, major customer relationships and low-cost access to capital as key strengths that could help set it apart from other neocloud providers. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox Ader said Nebius is "not just another neocloud". NBIS stock's current valuation does not fully reflect the company's long-term earnings power, the firm said, adding that it creates a favorable risk/reward for investors. William Blair's initiation follows a bullish call from BNP Paribas last week. The firm upgraded Nebius to 'Outperform' from 'Neutral' and raised its price target to $399 from $260, saying the company's outlook had "meaningfully improved" since the firm initiated coverage in June, according to TheFly. The analyst said Nebius could approach $22 billion in annual recurring revenue (ARR) exiting 2027. BNP also argued that while consensus expectations increased after second-quarter results, Nebius' eventual 2027 guidance could "materially reset" estimates higher. Nebius reported second-quarter revenue of $582.3 million, up 454% year over year. The balance-sheet access William Blair highlighted has been evident in Nebius' recent financing activity. The company closed a $5.75 billion convertible-note offering in August, providing additional capital as it expands its AI cloud infrastructure. Nebius has also secured large customer commitments. Its five-year agreement with Meta Platforms (META) carries a potential value of up to approximately $27 billion, while the company said in July that it had more than $40 billion of additional contracted revenue from investment-grade customers including Microsoft and Meta. Earlier this month, Palantir (PLTR) named Nebius its preferred sovereign AI infrastructure partner under a strategic agreement to bring Nebius compute and inference capabilities to eligible Palantir customers. On Stocktwits, retail sentiment around NBIS stock remained 'neutral' amid high message volume. So far this year, NBIS stock has rallied nearly 164%. In comparison, the First Trust NASDAQ-100-Technology Sector Index Fund (QTEC) and the Defiance Quantum ETF (QTUM), which hold the stock, have risen around 35% and 42%, respectively, over the same period. Read Next: MGNI Stock Heads For Another Month In Green: Magnite Gets Price Target Boost As Google Ad-Tech Changes Open New Growth Path For updates and corrections, email newsroom[at]stocktwits[dot]com. Harshita Tyagi has no position in any of the stocks mentioned in this article. StockTwits' news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy. This article was originally published on StockTwits. Related: - Micron Earnings Could Reach $50 A Quarter, Says Susquehanna: Analyst Sees Memory Driving AI Profits - Micron Earnings Could Reach $50 A Quarter, Says Susquehanna: Analyst Sees Memory Driving AI Profits - IBRX Breaks Above This Key Resistance — Stock On Track To Record Best Single-Day Gains In 6 Months

CoreWeave dropped 5% after Burry closed his short without triggering a rally, and the bear case has since shifted from demand concerns to its 8.94 debt-to-equity ratio. NVIDIA confirmed Vera Rubin racks in full production at CoreWeave and Oracle, with Jensen Huang declaring AI has reached its inflection point. Cloudflare's asset-light model kept it nearly flat while leveraged peers sold off, posting 35.9% revenue growth without borrowing to build data-center capacity. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut. Shares of CoreWeave (NASDAQ:CRWV) are down 5% to $90.27 midday Thursday, sliding even after Michael Burry, the investor known for The Big Short, closed his highest-profile bearish bet against the AI infrastructure complex. The move stands out because that kind of catalyst usually lifts a heavily shorted AI name. The failure to rally is itself the signal. Oracle (NYSE:ORCL) stock is down 3% to $157.43 heading into tonight's fiscal Q1 2027 earnings release. Meanwhile, Cloudflare (NYSE:NET) shares are trading steady, off just 0.2% to $313.57. The cloud group is separating around balance-sheet risk today. The First Trust Cloud Computing ETF (NASDAQ:SKYY) is down 0.1%. For broader tech-sector context, the Invesco QQQ Trust (NASDAQ:QQQ) is off by 0.74%, so CRWV and ORCL are down more than the NASDAQ 100. The Burry news was widely expected to lift AI-exposed names. NVIDIA (NASDAQ:NVDA) was the underlying, and the position was the market's most visible AI-related short. Through his firm Scion Asset Management, Burry closed his December put options on the chipmaker without rolling into later contracts, and he has said the exit shouldn't be read as optimism. Free Report, Just Released Why Didn't ORCL Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And ORCL didn't make the cut! The report is free, and you can see why we think each stock is a top investment today. Enter Your Email and See the Ten → CoreWeave Chief Executive Michael Intrator stated on Wednesday that the company's newer data-center deals carry more operating margin than earlier ones and that "the deal-level economics are excellent," because customers are paying more for AI compute faster than input costs are rising. The demand data supports him: CoreWeave's Q2 2026 revenue rose 112.3% year over year to $2.58 billion, with revenue backlog around $104 billion. The bear case is a balance-sheet argument. 24/7 Wall St. calculates that CoreWeave carries a debt-to-equity ratio of 8.94, and interest expense reached $640 million in Q2 against free cash flow of -$5.74 billion after $6.42 billion in capex. Supplier data still points to intense end demand. NVIDIA's most recent report placed Vera Rubin racks in full production at CoreWeave, Google Cloud, Microsoft (NASDAQ:MSFT) Azure, Oracle Cloud Infrastructure, and Nebius (NASDAQ:NBIS); CEO Jensen Huang stated that "AI has reached its inflection point" and that compute is revenue (we profiled seven of the picks-and-shovels suppliers powering that buildout, beyond the chipmakers, in a free report here). Oracle reports its fiscal Q1 2027 results after today's close. Julia Spina, Head of Research, North America at IG Group, noted that options are pricing in an 11% move, or $18 per share, around the report, and calls are trading richer than puts. That's the reverse of the usual pattern, with call premiums bid above puts into the print. Funding is a major concern for Oracle. Guggenheim flagged that Oracle plans to raise $40 billion in fiscal 2027 for its AI buildout, its credit-default swaps have recently reached record highs, and analysts have pointed to financing risk, reported delays at some AI data-center sites, and heavy backlog concentration in a single AI lab. Still, Oracle's demand backdrop is strong. The most recent quarter showed Cloud Infrastructure revenue up 93% year over year to $5.79 billion, and remaining performance obligations reached $638 billion, up 363% year over year. The question is whether that backlog gets financed cleanly enough to translate into margin expansion. Furthermore, sentiment into the report leans constructive. Polymarket traders are pricing the "beat quarterly earnings" outcome at 0.79, and a composite Oracle sentiment score sits at 74.54 with a bullish direction. The financing question remains open after that read, though it does explain why the calls are bid. Cloudflare stock rallied earlier this week on an OpenAI security partnership and is holding those gains today. It sells AI-adjacent services across an existing network rather than funding fresh data-center capacity with debt, which is why its stock is barely moving while the capital-heavy names sell off. Revenue in Cloudflare's most recent quarter accelerated to $696.06 million, up 35.9% year over year, and CEO Matthew Prince stated that "Cloudflare sits at the center of this paradigm shift" as web traffic moves to AI agents. Guidance is also lifting. Cloudflare raised its FY2026 outlook to $2.864 billion to $2.87 billion in revenue and non-GAAP EPS of $1.25 to $1.26. The asset-light model separates it from the operators funding physical GPU capacity through debt markets. Oracle's earnings release after the closing bell could set the tone for the AI infrastructure trade into Friday. Investors can watch for whether management addresses the $40 billion financing plan directly and how much of the backlog remains tied to a single customer, according to Guggenheim. For CoreWeave, the read is starker. A stock that can't rally on its best-known bear covering and a CEO publicly defending deal economics is telling you the argument has moved from demand to the balance sheet, and one's position sizing should reflect that leverage. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And ORCL wasn't one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. Read more here and >;elm:context_link;itc:0;sec:content-canvas" data-yga="{"yLinkElement":"context_link","yModuleName":"content-canvas","yLinkText":"see which stocks made the list -->"}" class="link ">see which stocks made the list -->> Contact [email protected] for any questions or corrections.

One of the biggest events on the August investment calendar is right around the corner – Nvidia Corporation’s (NVDA) earnings report for its second quarter of fiscal 2027 is scheduled for after the closing bell on Aug. 26. And while plenty of people will be looking at Nvidia's top and bottom lines, I’m more interested in what CEO Jensen Huang will say about the company’s own investments. Nvidia has been incredibly profitable as it became the world’s leading manufacturer of semiconductors used for training and running artificial intelligence programs. The company’s free cash flow in the last 12 months has been $119 billion, up 54% from a year ago, and its gross margins are nearly 75%. Walmart Stock Is More Expensive Than Nvidia Amid Earnings Miss SpaceX Stock Just Crashed Below Its IPO Price: Here’s the Bull Case Nobody Can Ignore A Major Bitcoin Short Squeeze Is Taking MicroStrategy Stock Higher. What Comes Next. Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! That’s allowed Nvidia to make plenty of investments in other companies, and it has stakes in Intel (INTC), CoreWeave (CRWV), Nebius Group (NBIS), Iren (IREN), and more. And now it’s in talks with Perplexity AI as it considers taking a stake that would value the AI startup at $30 billion, an increase from $20 billion last year. Perplexity, which is an AI-powered platform that searches the internet and provides answers with numbered source citations, has seen its annualized revenue increase this year from $250 million to more than $750 million. While Nvidia’s investments are intended to ensure companies continue to buy their chips, there are also fears that a downturn in the AI and chip markets would hit Nvidia’s balance sheet. And the circular financing arrangements, in which Nvidia’s investments are used to buy Nvidia chips, could artificially inflate the demand for Nvidia’s GPUs. Huang is sure to have something to say on Nvidia’s investments and partnerships on the company’s earnings call. Let’s see what else investors should expect. Nvidia’s GPUs are the key to generative AI and the current evolution of agentic AI. Its chips are bundled by the thousands to process complex calculations, and its next-generation architecture, Vera Rubin, uses NVLink chip-to-chip interconnects so GPUs and central processing units (CPUs) can share memory space and work efficiently. While the stock has been one of the biggest winners on Wall Street in the last five years, gaining 833%, the last 12 months haven’t been as dynamic. Nvidia shares are up 15.5% - roughly mimicking the performance of the S&P 500 Index ($SPX). But there’s a tradeoff. Shares are at a historically cheap level, with the forward price-to-earnings Non-GAAP ratio of 23.63 times, compared to its five-year mean of 42.85 times. Nvidia’s own guidance from its fiscal first quarter 2027 earnings report calls for revenue of $91 billion, with gross margins of 75%. Analysts who cover the stock are looking for a little more, with the consensus estimate coming in at $92.18 billion versus $46.74 billion a year ago – essentially sales growth of 97%. That’s pretty incredible for a company as mature as Nvidia, but it’s in line with how the company has performed in recent quarters. In the fiscal first quarter, Nvidia’s revenue was $81.61 billion, up 85% from a year ago, and net income was $58.32 billion, up 211% from the previous year. Nvidia’s estimates should be accurate; companies have to place large advance orders with Nvidia for AI hardware months in advance. Major customers such as Amazon.com (AMZN), Alphabet (GOOG) (GOOGL), Meta Platforms (META), and Tesla (TSLA) have committed to spend $760 billion this year on AI infrastructure, with much of that going to chips. In addition, Nvidia has reportedly informed its customers about upcoming 15% price increases for chips. Nvidia is a closely covered company in the investment community, but the sentiment surrounding the stock is nearly unanimous. Of 48 analysts following Nvidia, 46 of them have “Buy” ratings, with one suggesting investors sell and one with a “Hold” rating. The consensus price target of $307.38 suggests potential upside of 46.2%. Nvidia’s revenue, profits, and free cash flow are impressive, and its valuation is exceptionally reasonable for a company that is expected to see growth better than 90%. Investors can expect another strong report from Nvidia when it reports earnings Aug. 26. On the date of publication, Patrick Sanders had a position in: NVDA, NBIS. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

AMSTERDAM, August 26, 2026--(BUSINESS WIRE)--Nebius Group N.V. (the "Company"; Nasdaq: NBIS), the AI cloud company, today announced that all resolutions proposed at the Annual General Meeting of the Company (the "AGM"), held on August 25, 2026, have been adopted. The total number of Class A shares eligible to vote at the AGM was 238,402,543, with a total of 238,402,543 voting rights; the total number of Class B shares eligible to vote at the AGM was 33,455,053, with a total of 334,550,530 voting rights. Each Class A share carries one vote; each Class B share carries ten votes. The Class A shares and Class B shares voted together as a single class on all matters at the AGM. Results of the AGM Below are the results of each proposal presented to the AGM: Item 1: Extension of term to prepare 2025 Accounts Item 2: Adoption of the 2025 Accounts Item 3: Discharge of the Board for liabilities to the Company Item 4: Re-appointment of Arkady Volozh as an Executive Director Item 5: Re-appointment of Ophir Nave as an Executive Director Item 6: Re-appointment of John Boynton as a Non-Executive Director Item 7: Re-appointment of Elena Bunina as a Non-Executive Director Item 8: Re-appointment of Arne Grimme as a Non-Executive Director Item 9: Re-appointment of Kira Radinsky as a Non-Executive Director Item 10: Re-appointment of Charles Ryan as a Non-Executive Director Item 11: Re-appointment of Matthew Weigand as a Non-Executive Director Item 12: Appointment of Auditors Item 13: Designation of the Board of Directors as the competent body to issue Class A Shares up to an additional 20% of the issued share capital (excluding Class C Shares) of the Company from time to time for a period of five years from the AGM Date Item 14: Designation of the Board of Directors as the competent body to exclude pre-emptive rights of the existing shareholders in respect of the issue of Class A Shares for a period of five years from the AGM Date Item 15: Authorization of the Board of Directors for a period of 18 months to repurchase shares in the capital of the Company up to 20% of the issued share capital from time to time, in the case of Class A shares, against a purchase price equal to the market price on the Nasdaq Global Select Market of the Class A shares at the time of repurchase Item 16: Cancellation of 2,243,621 Class C shares of the Company held in treasury For further information, please visit https://nebius.com/shareholder-meetings. About Nebius Nebius, the AI cloud company, is building the full-stack platform for developers and companies to take charge of their AI future — from data and model training to production deployment. Founded on deep in-house technological expertise and operating at scale with a rapidly expanding global footprint, Nebius serves startups and enterprises building AI products, agents and services worldwide. Nebius is listed on Nasdaq (Nasdaq: NBIS) and headquartered in Amsterdam. For more information please visit www.nebius.com. Media kit nebius.com/media-kit. View source version on businesswire.com: https://www.businesswire.com/news/home/20260826063799/en/ Contacts Media relations: [email protected] Investor relations: [email protected]

Both AI cloud firms just reported, and both gave investors plenty to cheer. CoreWeave’s (CRWV) stock rose 19.28% on the back of a strong quarter. This wasn’t going to be easy to top. A day later, though, Nebius (NBIS) reported an even more extraordinary performance, and the stock jumped 34.14%. Great showings all around. But if you can only own one, Nebius is the better pick. This quarter only makes that case more compelling. Elon Musk Said Tesla Short Sellers Would Be ‘Obliterated’ Even Bill Gates — Yet They’ve Made $9 Billion This Year Shorting the Stock Sergey Brin Wants Google to Double Down on Gemini. What That Means for GOOGL Stock. A $210 Billion Reason to Buy AMD Stock Here Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! Nebius led with revenue of $582.3 million, skyrocketing 454% from a year ago and well ahead of estimates. The bigger story is profitability. Adjusted EBITDA went from a $21 million loss for the same period last year to a $236.2 million profit this time. Its annualized revenue run-rate reached $3 billion, and operating cash flow came in at $2.3 billion, leaving the company with $8 billion in cash. CoreWeave grew fast too. Revenue more than doubled to $2.58 billion, and its backlog climbed to over $104 billion. But its net loss widened from $290 million a year earlier to $626 million. Neither company is funding this buildout from cash alone. The difference is the scale of the debt. CoreWeave ended the quarter with roughly $35.6 billion in total debt against $5.5 billion in cash. The significant debt meant the company had to pay around $640 million in net interest for the quarter, which was essentially the entire reason for its $626 million loss. Nebius carries far less. Its total debt sits near $8.5 billion against $8 billion in cash, and its quarterly interest expense was around $119 million. A large chunk of its spending is also covered by customer prepayments rather than fresh borrowing. That’s a far lighter load. So the picture holds. Nebius is growing faster, turning profitable, and generating cash. CoreWeave has posted strong growth as well but is also scaling hard on expensive debt. Nebius remains the one to own. Since neither company is profitable yet, the market prices both on sales rather than earnings. Nebius trades at a forward price-to-sales ratio of 14.64 times, nearly four times CoreWeave’s 3.90 times. So on sales, CoreWeave is the cheaper stock to own. But the stock is cheap for a reason. Nebius is already generating positive adjusted EBITDA and cash flow. On the other hand, CoreWeave is still bleeding once its interest is taken into account. Both should reach sustained profitability later this decade, but Nebius is expected to get there a lot quicker. The balance sheet remains the biggest difference. Nebius holds $8 billion in cash against about $8.5 billion in debt, leaving it with marginal net debt for a company worth more than $50 billion. CoreWeave has just $5.5 billion in cash against $35.6 billion in debt, leaving it in a worrying net debt position of over $30 billion. So the higher multiple on Nebius isn’t the market overpaying. It’s paying up for faster growth and a healthier foundation. This is exactly why Nebius’ stock is up 261% in the past year, whereas CoreWeave is down 9.74%. CoreWeave operates as a cloud infrastructure technology company. It offers the CoreWeave Cloud Platform that comprises proprietary software and cloud services. It also offers data and storage solutions, such as Local Object Transport Accelerator, that help businesses develop, train, and run AI applications efficiently. The company supports machine learning, visual effects rendering, and other high-performance computing tasks. Founded in 2017, the company is headquartered in Livingston, New Jersey. CRWV underperformed the broader cloud infrastructure market over the last 12 months. CoreWeave fell 9.74% while the First Trust Cloud Computing ETF (FSKY.L.EB) generated gains of 31.8% during the same period. The performance gap indicates that the decline was driven by company-specific concerns rather than by weakness across the broader sector. On Aug. 13, Barclays analyst Raimo Lenschow raised CoreWeave's price target from $90 to $105 while reiterating a “Hold” rating. Prior to the earnings report, Deutsche Bank analyst Brad Zelnick also raised the price target from $135 to $150 and kept a “Buy” rating. The firm remains bullish on the company’s outlook and believes the recent decline in the stock price offers an attractive buying opportunity for long-term investors. However, it noted that rising costs associated with expansion and ongoing financing requirements could continue to pressure margins in the near term. Based on 36 Wall Street analysts covering the stock, CRWV holds a consensus Moderate Buy rating with a mean price target of $136. Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform that provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also provides TripleTen, an edtech platform for re-skilling individuals for careers in technology and Avride, which develops autonomous driving technology. The company was formerly known as Yandex N.V. and changed its name to Nebius Group N.V. in August 2024. The company is based in Schiphol, the Netherlands and was founded in 1989. Unlike CoreWeave, the stock has climbed 261% over the past year, driven by robust AI compute demand, major contract wins, and accelerating revenue growth. In comparison, the First Trust Cloud Computing ETF delivered returns of 31.8% during the same period. NBIS has also outperformed the Cloud Computing ETF on a year-to-date basis, surging 204.7%. On Aug. 13, following the earnings report, Bank of America Securities analyst Tal Liani reiterated a “Buy” rating with a price target of $310. On the same day, Northland Securities analyst Nehal Chokshi also reiterated a “Buy” rating, while considerably increasing the price target from $248 to $410. NBIS stock holds a consensus “Moderate Buy” rating from 17 Wall Street analysts covering the stock. On the date of publication, Jabran Kundi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

This article first appeared on GuruFocus. Revenue: Group revenue grew 454% year over year to $582 million in Q2 2026, up 46% from the previous quarter. Nebius AI Revenue: Increased 514% year over year to $575 million, representing 98% of group revenue. Annualized Run Rate Revenue: Reached $3 billion at the end of June, up 598% year over year and up 58% from $1.9 billion at the end of March. Adjusted EBITDA: Group adjusted EBITDA was $236 million, compared to a loss of $21 million a year ago and $129.5 million in Q1. Adjusted EBITDA Margin: Group adjusted EBITDA margin was 41%, up from 32% in Q1. The Nebius AI business generated adjusted EBITDA of $236 million at a margin of 50%. Capital Expenditures: Approximately $5.7 billion in Q2, driven primarily by purchases of GPUs, GPU-related hardware, and data center expansion. Cash Position: Ended the period with $8 billion in cash and cash equivalents, with operating cash of $2.3 billion in the quarter. Customer Prepayments: Roughly 70% of deals closed in Q2 included an upfront prepayment; total customer prepayments will bring in more than $9 billion of upfront funding this year. ATM Equity Program: Issued 12.7 million Class A shares at a weighted average price of $224 per share, generating gross proceeds of approximately $2.8 billion. Debt Facility: Announced a $775 million asset-backed debt facility in July, priced at a modest spread over benchmark rates. 2026 Guidance: Reaffirmed full-year guidance: annualized run rate revenue of $7 billion to $9 billion, group revenue of $3 billion to $3.4 billion, group adjusted EBITDA margin of approximately 40%, and capital expenditures of $20 billion to $25 billion. Warning! GuruFocus has detected 10 Warning Signs with NBIS. Is NBIS fairly valued? Test your thesis with our free DCF calculator. Release Date: August 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Revenue surged 454% year-over-year to $582 million, with Nebius AI growing 514% and ARR reaching $3 billion. Adjusted EBITDA turned positive at $236 million with a 41% margin, up from a loss a year ago and 32% in Q1. Closed four landmark deals averaging over $1 billion each, with yields of $20-$25 million per megawatt and prepayments covering 50-60% of CapEx. Launched a successful capacity auction clearing at 15% above the highest price ever charged for Blackwell chips, signaling strong market pricing. Introduced an asset-light partnership model that unlocks new capacity with minimal balance sheet capital, attracting dozens of partner inquiries. Raised year-end contracted power target to 5 gigawatts, positioning Nebius to build over 1 gigawatt of new capacity annually by 2027. Secured $775 million asset-backed debt facility at a mid-single-digit rate, backed by $40 billion in contracted backlog, diversifying funding sources. Q2 revenue growth was driven by capacity added in Q1, but most 2026 capacity comes online in H2, so near-term revenue impact is limited. The Vineland, New Jersey data center site faced a public hearing adjournment without a vote, creating potential delays despite management confidence. Capital expenditures remain heavy at $5.7 billion in Q2, with full-year guidance of $20-$25 billion, requiring significant external funding. The company relies heavily on customer prepayments (70% of deals) and ATM equity issuance, which could dilute shareholders if used extensively. Asset-light model and new initiatives like Token Factory are still early stage, with uncertain contribution to revenue and margins. The company's ability to scale capacity in 2027 depends on successful execution of complex build-outs and regulatory approvals, which carry execution risks. Q: How should investors frame 2027 across capacity, pricing, and revenue, and when will you formalize an outlook?A: CFO Dado Alonso Sanchez stated that deals closed this quarter, with more than $20 million per megawatt pricing and less than 2-year payback periods, will start coming online from late Q4 and onwards, serving as a baseline for pricing early next year. The company could have sold out its planned 2027 capacity today but is choosing not to, reflecting confidence in future pricing dynamics. Nebius will deploy significantly more capacity in 2027 than in 2026, and the dynamics across capacity and pricing make them "extremely excited" about 2027. Formal guidance will be provided later this year, with the asset-light model and high-value services like agentic and inference solutions expected to contribute an increasing share of revenue at higher margins. Q: Can you characterize how the landmark deal announcements (Reflection, Cohere, a scaled US new lab, and a large US quant trading firm) ran and why these customers chose Nebius?A: CRO Marc Boroditsky explained that all four deals, averaging over $1 billion each, were competitive wins following a similar pattern. Customers chose Nebius based on scale, performance, and reliability, viewing the company as a long-term partner. In one example, a customer introduced by a strategic partner was looking for a large-scale, contiguous GB300 cluster and cited Nebius's responsiveness, transparency, white-glove support, and ability to provide current US deployment needs as well as future sovereign expansion as key differentiators. All wins were earned through multiple engagement cycles, with customers validating technology through hands-on POCs. Nebius is already in discussions with these customers for additional capacity, next-generation chips including Vera Rubin, and inference solutions like Token Factory. Q: Given the sentiment around gigawatt-scale data center build-out, what gives you confidence in the capacity ramp, and can you provide an update on the development timeline?A: Chief Infrastructure and Product Officer Andrey Korolenko stated that Nebius is raising its year-end contracted power target to 5 gigawatts, with almost all of that power coming online over the next 3 to 3.5 years. This has been achieved through regional expansion and a mix of grid power and behind-the-meter power, including hundreds of megawatts of behind-the-meter generation already secured. The partnership with Bloom Energy allows Nebius to unlock and expedite many sites. The vast majority of contracts are cloud contracts, providing flexibility to deliver within a region and reducing dependency on any single location. Over-provisioning capacity remains the highest priority, with the approach being to deploy and build in advance as much as possible. Q: The market is moving quickly with prices increasing. How do the new initiatives (auction, asset-light model, short-term deals) fit into the broader long-term strategy?A: CEO Arkady Volozh explained that the business model and platform allow Nebius to evolve rapidly with the market. The strategy of building capacity in advance without preselling it allows the company to allocate capacity to shorter-term, high-margin contracts as prices rise. The first capacity auction, which cleared at 15% above the highest price ever charged for Blackwell chips, was possible because of free unallocated capacity and the multi-tenant platform. The asset-light partnership model, where partners finance, build, and operate facilities while Nebius brings the full-stack platform and demand, addresses the industry's capital and capacity constraints. This model unlocks new capacity for 2027 and beyond with high-margin revenue requiring minimum balance sheet capital. Q: Debt markets have been volatile and all-in costs have moved higher. Are you still comfortable leaning on debt, or should we expect greater use of equity through the ATM or a convertible?A: CFO Dado Alonso Sanchez stated the approach is to match the right financing instrument with the right assets while remaining disciplined on cost of capital, minimizing shareholder dilution, and maintaining a strong balance sheet. Customer prepayments remain the first source of capital, with more than $9 billion of upfront prepayments expected in 2026. The $775 million asset-backed facility completed in July, priced at SOFR plus 250 basis points, demonstrates strong demand for financing contracted cash flows even in volatile markets. With more than $40 billion of committed backlog, this is a highly scalable and repeatable financing model. Nebius also has flexibility through corporate-level debt (currently almost none) and equity-linked financing, and is actively considering further options while remaining comfortable with its funding position. Q: How do you think about the mix of allocating 2027 capacity between short-dated capacity versus multiyear deals? Is there a threshold of ACV per megawatt for longer-dated deals?A: CRO Marc Boroditsky clarified that midterm contracts (1-3 years) are the core AI cloud business, locking in strong unit economics, while shorter-term opportunities (up to 6 months) are premium deals capturing higher value. The strategy is to optimize across customer type, price, payment structure, duration, and deal size rather than strictly looking at a single metric. Current priorities are taking care of existing customers, followed by new logos, then terms in order of price, upfront prepayment, and duration. Nebius has tactically shortened how far in advance it sells capacity, selling closer to deployment, which has improved pricing while preserving agility. A portion of capacity is deliberately allocated for short-term needs where the highest potential for combined realized value currently exists. Q: xAI has begun selling compute at premium prices. What does that say about market pricing for AI capacity, and are you seeing similar strength on new contracts and renewals?A: CEO Arkady Volozh stated that Nebius plays in the same market as the three big hyperscaler clouds, which is growing massively from hundreds of billions to potentially a trillion dollars per year. While existing players will continue to grow with the market, there is an opening for independent players like Nebius. The company plans to build 1 gigawatt of capacity per year, but the market as a whole is growing by tens of gigawatts annually, and hyperscalers cannot build all of it. New players entering the market don't change the market for Nebius; they actually validate it. Volozh emphasized that Nebius's part is to build the rest of the market that hyperscalers cannot cover. Q: Is your strong positioning in open-weight driving increased inference among clients?A: Chief Business Officer Roman Chernin stated that customers, businesses, and society benefit from competition and diversity, and Nebius is committed to an open AI ecosystem without lock-in. Companies at the frontier of AI adoption are asking whether AI can solve tasks with economics that allow it to scale, For the complete transcript of the earnings call, please refer to the full earnings call transcript.