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Opening Bell

Earnings

Wednesday, August 12

Nebius Group · Q2 2026

NBIS · AI Cloud Infrastructure · Data Center

Nebius grew quarterly revenue 454% year over year to $582 million, swung adjusted EBITDA firmly positive for the first time, and lifted its annualized run-rate revenue (ARR) to $3 billion. Four new AI cloud contracts each worth more than $1 billion, plus a raised year-end contracted-power target of 5 GW, sent the stock up roughly 34% on earnings day. The key thing to watch now is whether the company can keep funding its enormous capital spending with customer prepayments through to 2027, when those mega-deals begin converting into revenue.

▲ Revenue 454%▲ Stock 34.1%
86
BUY

Upcoming Earnings

MUSep 30 · After Close$32.21
ORCLSep 10$1.78
COSTSep 24 · After Close$6.69
ACNOct 1 · After Close$3.21
ADBESep 10 · After Close$6.20
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Latest Earnings Analyses

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By DateBy ScoreBy Reaction
SymbolReportedRevenue · YoYEPS vs EstimateShare ReactionScoreVerdict
NBISQ2 2026Aug 12 · Pre-Market582 M $ ▲ 454%− $0.12▲ 34.1%86BUY
PLTRQ2 2026Aug 3 · After Close1.94 B $ ▲ 93%$0.41 · + 16%▲ 29.0%90BUY
SNOWQ2 FY2027Sep 2 · After Close1.49 B $ ▲ 37%$0.62 · + 39%▲ 23.1%87BUY
SHOPQ2 2026Aug 5 · Pre-Market3.58 B $ ▲ 34%$0.42 · + 8%▲ 17.0%87BUY
CRWVQ2 2026Aug 11 · After Close2.58 B $ ▲ 112%− $1.14 · + 8%▲ 15.7%81BUY
CRMQ2 FY2027Aug 26 · After Close11.4 B $ ▲ 11%$5.90▲ 14.0%78BUY
CRWDQ2 FY2027Aug 26 · After Close1.47 B $ ▲ 26%$0.31 · + 4%▲ 11.0%85BUY
DELLQ2 FY2027Sep 1 · After Close47.0 B $ ▲ 58%$7.04 · + 43%▲ 8.0%91BUY
PANWQ4 FY2026Sep 1 · After Close3.41 B $ ▲ 34%$1.02 · + 4%▼ 1.8%83BUY
SNDKQ4 FY2026Aug 5 · After Close8.97 B $ ▲ 372%$39.25 · + 12%▼ 6.8%80BUY
INTUQ4 FY2026Aug 25 · After Close4.35 B $ ▲ 14%$4.03 · + 12%▼ 7.2%72HOLD
WDCQ4 FY2026Aug 5 · After Close3.75 B $ ▲ 44%$3.56 · + 7%▼ 13.0%83BUY
APPQ2 2026Aug 5 · After Close1.92 B $ ▲ 53%$3.76 · + 0%▼ 19.7%58HOLD

Analyses are published ~1 hour after a company reports.

To Understand This

Earnings Reports: What to Read, HowThe book opens once a quarter — and the market really only reads three lines.P/E and the Valuation RatiosYou can't tell whether a stock is cheap or expensive by looking at its price.