Key Stats for Nebius Stock
- Price change for Nebius stock in Last 6 Months: 186%
- $NBIS Share Price as of Jun. 12: $232
- 52-Week High: $279
- $NBIS Stock Price Target: $244
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What Happened?
Nebius (NBIS) stock jumped roughly 5% on Friday after Nasdaq announced its quarterly index reconstitution, with NBIS set to join the Nasdaq-100 effective before market open on June 22. CoreWeave, Astera Labs, Rocket Lab, and Teradyne will also be added at the same time.
Index inclusion matters for a practical reason. Every ETF and passive fund tracking the Nasdaq-100 must hold its components. That means institutional buyers are required to purchase Nebius stock ahead of the effective date, creating real buying pressure over the next two weeks.
The inclusion is not happening by accident.
Nebius has been one of the fastest-growing AI infrastructure names in public markets. In Q1 2026, the company grew revenue 684% year over year to $399 million, up 75% from Q4.
- Its AI cloud business, which excludes early-stage subsidiaries, delivered a 45% adjusted EBITDA margin in the quarter.
- The company ended Q1 with $9.3 billion in cash.
Nebius describes itself as a full-stack AI cloud provider.
- It offers everything from bare-metal compute to inference and agentic services, and says it sells out its capacity every quarter.
- The company recently signed a $27 billion contract with Meta, structured as a $12 billion committed portion plus a $15 billion option that Nebius can allocate to Meta or sell to cloud customers at potentially higher prices.
- It also plans to invest approximately £1.7 billion (US$ 2.3 billion) in new AI infrastructure in the UK by building three new facilities with a combined capacity of 65 MW by 2027.
The company also raised its 2026 capital expenditure guidance to $20 billion to $25 billion, up from a prior range of $16 billion to $20 billion.
Management said the increase reflects demand already visible for 2027, with customer commitments already in place. Contracted power capacity has reached more than 3.5 gigawatts, with a target of at least 4 gigawatts by year-end.
A new Pennsylvania site was announced, capable of supporting 1.2 gigawatts once fully operational.
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What the Market Is Telling Us About Nebius Stock
Nebius stock has become one of the highest-profile names in the AI cloud trade. Demand continues to outpace available supply, and the company says multiple customers compete for every GPU it brings online. Pricing has also moved higher, with the company raising prices again in the latest quarter and still selling out.
The Nasdaq-100 addition amplifies an already strong fundamental story.
But investors should note that margins are expected to dip in Q2 before recovering to Q1 levels in Q3, given the back-end weighted nature of new capacity coming online.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
