Nebius Earnings Preview: Can the AI Cloud Giant Deliver Again?

$NEBIUS(NBIS)$

Reports Earnings on Wednesday!

Here are 5️⃣ things to watch!

1. ARR Guidance

Current guidance for 2026 is $7-9B.

With half of the year behind us, the company should have more visibility.

My guess is that they increase the guidance to $8-10B.

2. Capacity Guidance

Current 2026 contracted capacity guidance is 4GW.

Investors want to see this contracted capacity guidance come to fruition or increased.

Any delays will hurt the stock.

3. Cash Position

$NBIS ended last quarter with $9.3B in cash, including $3.2B in pre-payments received in Q1.

Additional pre-payments would be welcome.

4. Street High Price Target is $286

Goldman Sachs' Alexander Duval believes there is a 52% upside in the next 12 months.

Let's see what the price target will look like after Wednesday's earnings!

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Comments

iBuy_uSell
08-11 19:15
iBuy_uSell
need to have a strong heart to survive the ride, regardless qr day or normal day

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1

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ARR Guidance</p>\n<p>Current guidance for 2026 is $7-9B.</p>\n<p>With half of the year behind us, the company should have more visibility.</p>\n<p>My guess is that they increase the guidance to $8-10B.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/f074413e58abbda5a19973021d5a7adf\" tg-width=\"594\" tg-height=\"520\"><span> </span></p>\n<p>2. Capacity Guidance</p>\n<p>Current 2026 contracted capacity guidance is 4GW.</p>\n<p>Investors want to see this contracted capacity guidance come to fruition or increased.</p>\n<p>Any delays will hurt the stock.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/7f890ad94f07561ed432d58fa142ec7a\" tg-width=\"620\" tg-height=\"502\"><span> </span></p>\n<p>3. Cash Position</p>\n<p>$NBIS ended last quarter with $9.3B in cash, including $3.2B in pre-payments received in Q1.</p>\n<p>Additional pre-payments would be welcome.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/75782aa560de812b01575a7d67d9e8d7\" tg-width=\"614\" tg-height=\"528\"><span> </span></p>\n<p>4. Street High Price Target is $286</p>\n<p>Goldman Sachs' Alexander Duval believes there is a 52% upside in the next 12 months.</p>\n<p>Let's see what the price target will look like after Wednesday's earnings!</p></body></html>","htmlText":"<html><head></head><body><h2 id=\"id_2791590097\"><a data-mention-id=\"NBIS\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a></h2>\n<p>Reports Earnings on Wednesday!</p>\n<p>Here are 5️⃣ things to watch!</p>\n<p>1. ARR Guidance</p>\n<p>Current guidance for 2026 is $7-9B.</p>\n<p>With half of the year behind us, the company should have more visibility.</p>\n<p>My guess is that they increase the guidance to $8-10B.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/f074413e58abbda5a19973021d5a7adf\" tg-width=\"594\" tg-height=\"520\"><span> </span></p>\n<p>2. Capacity Guidance</p>\n<p>Current 2026 contracted capacity guidance is 4GW.</p>\n<p>Investors want to see this contracted capacity guidance come to fruition or increased.</p>\n<p>Any delays will hurt the stock.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/7f890ad94f07561ed432d58fa142ec7a\" tg-width=\"620\" tg-height=\"502\"><span> </span></p>\n<p>3. Cash Position</p>\n<p>$NBIS ended last quarter with $9.3B in cash, including $3.2B in pre-payments received in Q1.</p>\n<p>Additional pre-payments would be welcome.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/75782aa560de812b01575a7d67d9e8d7\" tg-width=\"614\" tg-height=\"528\"><span> </span></p>\n<p>4. Street High Price Target is $286</p>\n<p>Goldman Sachs' Alexander Duval believes there is a 52% upside in the next 12 months.</p>\n<p>Let's see what the price target will look like after Wednesday's earnings!</p></body></html>","text":"$NEBIUS(NBIS)$ Reports Earnings on Wednesday! Here are 5️⃣ things to watch! 1. ARR Guidance Current guidance for 2026 is $7-9B. With half of the year behind us, the company should have more visibility. My guess is that they increase the guidance to $8-10B. 2. Capacity Guidance Current 2026 contracted capacity guidance is 4GW. 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