[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-nebius-secures-3-5-billion-from-citi-as-it-shifts-from-converts-to-secured-debt-IT":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":265,"suggestedPosts":345},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},145144,"Nebius Ottiene $3,5 Miliardi da Citi nel Passaggio dai Convertibili al Debito Garantito","2026-10-25T13:40:00","2026-10-25T13:21:58","\u003Cp>Nebius ottiene una linea di credito da 3,5 miliardi di dollari da Citi, scambiando la diluizione convertibile con un debito garantito mentre le azioni si trovano al 47% al di sotto del loro picco.\u003C\u002Fp>","\u003Ch3 id=\"h-key-takeaways\" class=\"wp-block-heading\">Punti Chiave\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Nebius ha ottenuto un finanziamento senior garantito da 3,5 miliardi di dollari da Citi il 22 ottobre, il suo secondo finanziamento garantito da contratti da luglio.\u003C\u002Fli>\n\n\n\n\u003Cli>I ricavi del Q2 sono aumentati del 454% a 582,3 milioni di dollari, ma l'obiettivo di run-rate di 7-9 miliardi di dollari implica una forte accelerazione nel secondo semestre.\u003C\u002Fli>\n\n\n\n\u003Cli>Circa 10 miliardi di dollari di debito convertibile e una scadenza di 364 giorni sul nuovo finanziamento mantengono il rischio di rifinanziamento in primo piano.\u003C\u002Fli>\n\n\n\n\u003Cli>Il rapporto del Q3 del 12 novembre, con i ricavi consensuali vicini a 905 milioni di dollari, metterà alla prova la velocità con cui i contratti si trasformano in ricavi.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Nebius Group (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&ref=meufz8&cid=52034495&tid=132508040\">NBIS\u003C\u002Fa>)\u003C\u002Fstrong> ha trovato un nuovo modo per finanziare la sua espansione. Invece di emettere un'altra obbligazione convertibile, sta prendendo a prestito contro i clienti che ha già firmato.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La società ha ottenuto un finanziamento senior garantito da 3,5 miliardi di dollari da \u003Cstrong>Citigroup (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&ref=meufz8&cid=391687&tid=2600628\">C\u003C\u002Fa>)\u003C\u002Fstrong> il 22 ottobre. Le azioni sono comunque scese del 6,8% la scorsa settimana a 159 dollari, coinvolte in un selloff del settore neocloud legato ai timori sul debito AI.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Ciò lascia il titolo circa il 47% al di sotto del suo massimo di 299,86 dollari, anche se i target medi degli analisti di Wall Street sono a 281 dollari.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Trovo il cambio di strategia di finanziamento più interessante del dato in sé. Cambia chi si assume il rischio se l'espansione subisce ritardi.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-a-one-year-loan-for-long-assets\" class=\"wp-block-heading\">Un prestito a un anno per asset a lungo termine\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">L'accordo con Citi ha tre caratteristiche degne di nota:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Una scadenza di 364 giorni, quindi funziona come capitale ponte\u003C\u002Fli>\n\n\n\n\u003Cli>Un prezzo a Term SOFR più 2,75%, con incrementi fino a un massimo del 3,50%\u003C\u002Fli>\n\n\n\n\u003Cli>I proventi destinati allo sviluppo di data center, all'approvvigionamento di GPU e a scopi societari generali\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Segue il primo finanziamento garantito di Nebius, un \u003Ca href=\"https:\u002F\u002Fnebius.com\u002Fnewsroom\u002Fnebius-raises-775-million-in-first-secured-debt-financing-to-accelerate-global-buildout\">prestito da 775 milioni di dollari a luglio\u003C\u002Fa> prezzato a SOFR più 2,50% e con scadenza nel 2030. A garanzia di quello ci sono GPU già operative e flussi di cassa contrattualizzati da un cliente con rating investment-grade.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Prima di luglio, gran parte del lavoro era fatto dalle convertibili. Nebius ha chiuso 5,75 miliardi di dollari di note in agosto, lasciando circa 10 miliardi di dollari di debito convertibile in circolazione.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Quindi, quanto debito ha assorbito finora il bilancio?\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3026\" height=\"2017\" data-public-id=\"images\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3026,h_2017,c_scale\u002Ff_webp,q_auto\u002Fv1792934345\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt.webp?_i=AA\" alt=\"\" class=\"wp-post-145144 wp-image-145176\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792934345\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792934345\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt.webp?_i=AA 3026w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_767,h_511,c_scale\u002Ff_webp,q_auto\u002Fv1792934345\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt.webp?_i=AA 767w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1365,c_scale\u002Ff_webp,q_auto\u002Fv1792934345\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1024,c_scale\u002Ff_webp,q_auto\u002Fv1792934345\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792934345\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1199,h_799,c_scale\u002Ff_webp,q_auto\u002Fv1792934345\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt.webp?_i=AA 1199w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_299,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1792934345\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt.webp?_i=AA 299w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792934345\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Total-Debt.webp?_i=AA 1400w\" sizes=\"auto, (max-width: 3026px) 100vw, 3026px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Nebius Group (NBIS): debito totale, trimestrale, miliardi di dollari, Q2 2025–Q2 2026 (\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il debito totale è aumentato bruscamente nel 2026, e la struttura di Citi si aggiunge a questo prima di qualsiasi rifinanziamento.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-contracts-doing-the-collateral-work\" class=\"wp-block-heading\">I contratti fungono da garanzia\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La proposta ai finanziatori si basa su oltre 40 miliardi di dollari di contratti a lungo termine con clienti investment-grade, tra cui \u003Cstrong>Microsoft (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&ref=meufz8&cid=21835&tid=2630413\">MSFT\u003C\u002Fa>)\u003C\u002Fstrong> e \u003Cstrong>Meta Platforms (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&ref=meufz8&cid=20765463&tid=126910337\">META\u003C\u002Fa>)\u003C\u002Fstrong>. Quei contratti possono servire come garanzia per future operazioni garantite da asset.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La crescita conferisce credibilità alla strategia. I ricavi del Q2 sono aumentati del 454% a 582,3 milioni di dollari, e i ricavi del primo semestre hanno raggiunto 981,3 milioni di dollari, con un aumento del 529%.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Arrivano anche nuovi canali. Un accordo di calcolo da oltre 1 miliardo di dollari con Reflection è valido fino al 2029, e una partnership con \u003Cstrong>Palantir Technologies (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&ref=meufz8&cid=43580005&tid=687999699\">PLTR\u003C\u002Fa>)\u003C\u002Fstrong> aggiunge un canale di AI sovrana per acquirenti governativi e aziendali.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Nebius prevede inoltre circa 1 gigawatt di capacità \u003Cstrong>Nvidia (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&ref=meufz8&cid=32307&tid=2635154\">NVDA\u003C\u002Fa>)\u003C\u002Fstrong> \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fnebius-nasdaq-stock-surges-following-nvidia-disclosure-of-passive-stake-in-ai-cloud-firm\">Vera Rubin nel 2027\u003C\u002Fa>.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Ecco quanto ripida si aspetta che sia la salita secondo gli analisti:\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3026\" height=\"2017\" data-public-id=\"images\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3026,h_2017,c_scale\u002Ff_webp,q_auto\u002Fv1792934371\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001.webp?_i=AA\" alt=\"\" class=\"wp-post-145144 wp-image-145177\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792934371\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792934371\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001.webp?_i=AA 3026w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_767,h_511,c_scale\u002Ff_webp,q_auto\u002Fv1792934371\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001.webp?_i=AA 767w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1024,c_scale\u002Ff_webp,q_auto\u002Fv1792934371\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1365,c_scale\u002Ff_webp,q_auto\u002Fv1792934371\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792934371\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1199,h_799,c_scale\u002Ff_webp,q_auto\u002Fv1792934371\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001.webp?_i=AA 1199w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_299,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1792934371\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001.webp?_i=AA 299w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792934371\u002Fimages\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001\u002FTIKR.com_NBIS-Nebius-Group-N.V.-Revenue-1_1451777f001.webp?_i=AA 1400w\" sizes=\"auto, (max-width: 3026px) 100vw, 3026px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Nebius Group (NBIS): ricavi, effettivi e stime consensuali, miliardi di dollari, anno fiscale 2024–2028 (\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il consenso implica che i ricavi si compongano a un tasso annuo vicino al 380% in due anni, un ritmo che dipende dalla disponibilità di energia elettrica secondo i piani.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR monitora 23 analisti su Nebius. Quanti dicono \"Buy\"?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Vedi la ripartizione completa dei rating Buy, Hold e Sell su Nebius, insieme alle stime di ricavi e utili di Wall Street, tutto in un unico posto. Più di 500.000 investitori utilizzano TIKR per ricercare titoli come questo. \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Vedi i Rating degli Analisti di Nebius\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-run-rate-math-gets-steep\" class=\"wp-block-heading\">I calcoli del run-rate diventano impegnativi\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">L'obiettivo è un run-rate di ricavi annualizzato di 7-9 miliardi di dollari entro la fine del 2026. I 582,3 milioni di dollari del Q2 annualizzati corrispondono a circa 2,3 miliardi di dollari, quindi Nebius deve triplicare circa il suo run-rate in due trimestri.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Le perdite rimangono pesanti durante l'espansione. Nebius ha registrato una perdita netta nel Q2 di 190 milioni di dollari e una perdita EBITDA rettificata di 92 milioni di dollari, mentre ha speso 5,7 miliardi di dollari in capex nel trimestre.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il suo bilancio appare più leggero di quello del suo pari più vicino. Nebius porta circa 2,2 miliardi di dollari di debito netto, mentre \u003Cstrong>CoreWeave (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&ref=meufz8&cid=605989324&tid=1933861078\">CRWV\u003C\u002Fa>)\u003C\u002Fstrong> porta circa 46 miliardi di dollari.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Gli investitori premiano questo divario nel multiplo...\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3026\" height=\"2017\" data-public-id=\"images\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3026,h_2017,c_scale\u002Ff_webp,q_auto\u002Fv1792934380\u002Fimages\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67.webp?_i=AA\" alt=\"\" class=\"wp-post-145144 wp-image-145178\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792934380\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792934380\u002Fimages\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67.webp?_i=AA 3026w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_767,h_511,c_scale\u002Ff_webp,q_auto\u002Fv1792934380\u002Fimages\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67.webp?_i=AA 767w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792934380\u002Fimages\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1024,c_scale\u002Ff_webp,q_auto\u002Fv1792934380\u002Fimages\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1365,c_scale\u002Ff_webp,q_auto\u002Fv1792934380\u002Fimages\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1199,h_799,c_scale\u002Ff_webp,q_auto\u002Fv1792934380\u002Fimages\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67.webp?_i=AA 1199w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792934380\u002Fimages\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_299,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1792934380\u002Fimages\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67\u002FTIKR.com_Nebius-Group-N.V.-NBIS-NTM-Total-Enterprise-Value-_-Revenues_145178c9f67.webp?_i=AA 299w\" sizes=\"auto, (max-width: 3026px) 100vw, 3026px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Nebius Group (NBIS): EV\u002FVendite forward (NTM) vs CoreWeave (CRWV), ultimo anno (\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Nebius scambia a 6,4x EV\u002FVendite forward contro 3,9x per CoreWeave, quindi il mercato già riconosce la sua struttura patrimoniale più pulita.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La mia opinione: Prendere a prestito contro contratti già firmati è meglio che diluire gli azionisti a 159 dollari, e un margine lordo del 74% suggerisce che l'economia unitaria regge. Tuttavia, una struttura a 364 giorni significa che Nebius deve rifinanziarsi in un mercato che ha appena punito il credito del settore neocloud. Mi piace la strategia, ma il multiplo premium lascia poco spazio per un ritardo nella costruzione di un data center.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il rapporto del Q3 del 12 novembre è il punto di controllo. I ricavi consensuali si attestano vicino a 905 milioni di dollari, e qualsiasi cifra inferiore a quella farebbe sembrare l'obiettivo di run-rate di fine anno troppo ambizioso.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-nebius-stock-actually-worth\" class=\"wp-block-heading\">\u003Cstrong>Quindi, qual è il valore effettivo del titolo Nebius?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR ti permette di prevedere il prezzo futuro di qualsiasi titolo in meno di un minuto. Basta inserire alcune ipotesi nel modello di valutazione di TIKR e vedere quanto potrebbe valere Nebius. Parti dalle stime consensuali di Wall Street, o modifica gli input per riflettere la tua visione del business. È gratuito. \u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>Valuta NBIS gratuitamente\u003C\u002Fstrong>\u003C\u002Fa>.\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-\">\u003Cem>Si prega di notare che gli articoli su TIKR non intendono servire come consigli di investimento o finanziari da parte di TIKR o del nostro team di contenuti, né sono raccomandazioni per acquistare o vendere alcun titolo. Creiamo i nostri contenuti sulla base dei dati di investimento di TIKR Terminal e delle stime degli analisti. La nostra analisi potrebbe non includere notizie aziendali recenti o aggiornamenti importanti. TIKR non ha posizioni in alcun titolo menzionato. Grazie per la lettura e buoni investimenti!\u003C\u002Fem>\u003C\u002Fp>",900,"it","\u002Fblog\u002Fnebius-secures-3-5-billion-from-citi-as-it-shifts-from-converts-to-secured-debt","nebius-secures-3-5-billion-from-citi-as-it-shifts-from-converts-to-secured-debt","images\u002FNBIS-stock_145149e6022\u002FNBIS-stock_145149e6022","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792932316\u002Fimages\u002FNBIS-stock_145149e6022\u002FNBIS-stock_145149e6022.png?_i=AA",{"altText":237,"imageCredit":238},"Nebius Secures $3.5 Billion From Citi as It Shifts From Converts to Secured Debt","Scharfsinn86 from Getty Images and luthfil aziman effendi from Gambar Luthfil aziman effendi via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Rexielyn Diaz","rexietikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"Investimenti generali","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"Nebius lands a $3.5 billion Citi facility, swapping convertible dilution for secured debt as shares sit 47% below their peak.",{"title":237,"description":258,"twitterTitle":237,"twitterDescription":258,"author":240,"articlePublisher":260,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":261,"twitterData1":262,"ogTitle":237,"ogDescription":258,"ogUrl":232,"ogImage":235,"ogImageWidth":263,"ogImageHeight":264,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"TIKR.com","Tempo di lettura stimato","7 minutes",1200,630,[266,283,298,315,330],{"id":255,"title":267,"date":268,"excerpt":269,"wordCount":270,"uri":271,"slug":272,"cloudinaryAssetId":273,"featuredImageOriginalUrl":274,"featuredImageMetadata":275,"author":276,"categories":280,"relatedPosts":282},"La linea di produzione del Boeing 777 Freighter è ferma da due mesi. Ecco quanto costa.","2026-10-25 13:33:58","Un piccolo fornitore della Florida ha fermato la linea dei cargo Boeing 777 per quasi due mesi. Il costo giornaliero è la parte facile. La vera risposta è nella chiamata di martedì.",737,"\u002Fblog\u002Fboeings-777-freighter-line-has-been-idle-for-two-months-heres-what-it-costs","boeings-777-freighter-line-has-been-idle-for-two-months-heres-what-it-costs","images\u002FFEATURED-IMAGE-MAKER-1891\u002FFEATURED-IMAGE-MAKER-1891","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792935089\u002Fimages\u002FFEATURED-IMAGE-MAKER-1891\u002FFEATURED-IMAGE-MAKER-1891.png?_i=AA",{"altText":267},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":279},"Gian Estrada","giantikr",[],[281],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":284,"date":285,"excerpt":286,"wordCount":287,"uri":288,"slug":289,"cloudinaryAssetId":290,"featuredImageOriginalUrl":291,"featuredImageMetadata":292,"author":293,"categories":295,"relatedPosts":297},"CoreWeave Scivola dell'11% Verso il Minimo Annuale Mentre una Fattura di Interessi da 640 Milioni di Dollari Turba gli Investitori","2026-10-25 13:30:00","CoreWeave si trova vicino al minimo annuale mentre i costi trimestrali degli interessi minacciano di divorare il suo reddito operativo in rapida crescita.",917,"\u002Fblog\u002Fcoreweave-slides-11-toward-a-52-week-low-as-a-640-million-interest-bill-rattles-investors","coreweave-slides-11-toward-a-52-week-low-as-a-640-million-interest-bill-rattles-investors","images\u002FCRWV-stock_145148c9664\u002FCRWV-stock_145148c9664","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792932158\u002Fimages\u002FCRWV-stock_145148c9664\u002FCRWV-stock_145148c9664.png?_i=AA",{"altText":284},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":294},[],[296],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":299,"date":300,"excerpt":301,"wordCount":302,"uri":303,"slug":304,"cloudinaryAssetId":305,"featuredImageOriginalUrl":306,"featuredImageMetadata":307,"author":308,"categories":312,"relatedPosts":314},"Applied Digital è Crollata del 31% in un Mese: È il Momento di Vendere, o di Caricare?","2026-10-25 13:22:00","Colpa del mercato obbligazionario",959,"\u002Fblog\u002Fapplied-digital-just-dropped-31-in-a-month-is-it-time-to-sell-or-load-up","applied-digital-just-dropped-31-in-a-month-is-it-time-to-sell-or-load-up","images\u002FApplied-Digital-Stock\u002FApplied-Digital-Stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792778997\u002Fimages\u002FApplied-Digital-Stock\u002FApplied-Digital-Stock.png?_i=AA",{"altText":299},{"name":309,"slug":310,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":311},"Roxanna Maglangit","roxtikr",[],[313],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":316,"date":317,"excerpt":318,"wordCount":319,"uri":320,"slug":321,"cloudinaryAssetId":322,"featuredImageOriginalUrl":323,"featuredImageMetadata":324,"author":325,"categories":327,"relatedPosts":329},"Cipher Digital Crolla del 30% Dopo la Vendita di Note Zero-Coupon Nonostante l'Arretrato di 9 Miliardi di Dollari di Barber Lake","2026-10-25 13:20:00","Cipher Digital si scambia vicino al minimo annuale mentre il convertibile da 850 milioni di dollari e i costi di Barber Lake oscurano i 9 miliardi di dollari di contratti.",991,"\u002Fblog\u002Fcipher-digital-slides-30-after-zero-coupon-note-sale-despite-9-billion-barber-lake-backlog","cipher-digital-slides-30-after-zero-coupon-note-sale-despite-9-billion-barber-lake-backlog","images\u002FCIFR-stock_1451473eb42\u002FCIFR-stock_1451473eb42","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792932048\u002Fimages\u002FCIFR-stock_1451473eb42\u002FCIFR-stock_1451473eb42.png?_i=AA",{"altText":316},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":326},[],[328],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":331,"date":332,"excerpt":333,"wordCount":334,"uri":335,"slug":336,"cloudinaryAssetId":337,"featuredImageOriginalUrl":338,"featuredImageMetadata":339,"author":340,"categories":342,"relatedPosts":344},"Il titolo AMD è salito del 131% quest'anno. Ecco la sua posizione dopo una corsa da 1.000 miliardi di dollari","2026-10-25 13:07:34","Le azioni di AMD sono salite del 131% quest'anno, ma hanno chiuso il 20,4% al di sotto del loro record del 6 ottobre. La stima dell'EPS per il 2027 del mercato spiega da cosa dipende ora il prezzo.",1133,"\u002Fblog\u002Famd-stock-is-up-131-this-year-heres-where-it-stands-after-a-1-trillion-run","amd-stock-is-up-131-this-year-heres-where-it-stands-after-a-1-trillion-run","images\u002Flaughing-woman-rising-green-chart\u002Flaughing-woman-rising-green-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792780112\u002Fimages\u002Flaughing-woman-rising-green-chart\u002Flaughing-woman-rising-green-chart.png?_i=AA",{"altText":331},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":341},[],[343],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[346,366,381,396,411],{"id":255,"title":347,"date":348,"excerpt":349,"wordCount":350,"uri":351,"slug":352,"cloudinaryAssetId":353,"featuredImageOriginalUrl":354,"featuredImageMetadata":355,"author":356,"categories":360,"relatedPosts":365},"Il titolo di Meta è sceso del 7% in un giorno nonostante un superamento delle entrate. È il momento di vendere o di accumulare?","2026-10-24 20:50:00","Meta ha superato le previsioni sui ricavi e ha comunque perso il 7% in un giorno, poiché i timori sulla spesa per l'IA hanno colpito il settore tecnologico. La conference call sui risultati ha quantificato la riduzione dei costi di Muse.",995,"\u002Fblog\u002Fmeta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","meta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","images\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852857\u002Fimages\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed.png?_i=AA",{"altText":347},{"name":357,"slug":358,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":359},"Wiltone Asuncion","wiltonetikr",[],[361],{"name":362,"slug":363,"uri":364,"description":243,"postsCount":255},"Recensioni delle azioni","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":255,"title":367,"date":368,"excerpt":369,"wordCount":370,"uri":371,"slug":372,"cloudinaryAssetId":373,"featuredImageOriginalUrl":374,"featuredImageMetadata":375,"author":376,"categories":378,"relatedPosts":380},"Netflix è sceso di quasi il 30% nel 2026. È il momento di vendere o di caricare?","2026-10-24 20:45:00","Il co-CEO di Netflix afferma che i suoi show negli Stati Uniti colpiranno doppi e tripli nel 2026, mentre il resto del mondo ha bisogno di fuoricampo. Con le azioni a $65.85 e valutate più vicino a Disney che a Spotify, il modello TIKR mostra per cosa sta pagando un acquirente.",1008,"\u002Fblog\u002Fnetflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","netflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","images\u002F12-9_144968b5caa\u002F12-9_144968b5caa","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852841\u002Fimages\u002F12-9_144968b5caa\u002F12-9_144968b5caa.png?_i=AA",{"altText":367},{"name":357,"slug":358,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":377},[],[379],{"name":362,"slug":363,"uri":364,"description":243,"postsCount":255},[],{"id":255,"title":382,"date":383,"excerpt":384,"wordCount":385,"uri":386,"slug":387,"cloudinaryAssetId":388,"featuredImageOriginalUrl":389,"featuredImageMetadata":390,"author":391,"categories":393,"relatedPosts":395},"Le azioni di Coca-Cola sono scese un giorno dopo aver raggiunto un massimo annuale. Ecco perché l'India conta il 27 ottobre","2026-10-24 20:40:00","Coca-Cola è scesa del 2,76% il 23 ottobre in un selloff generalizzato del mercato, un giorno dopo aver toccato un massimo annuale. Il suo ultimo rapporto ha mostrato che la regione Asia Pacifico ha aggiunto il maggior volume pur perdendo quote di mercato in India, e questa è la linea da seguire il 27 ottobre.",879,"\u002Fblog\u002Fcoca-cola-stock-fell-a-day-after-a-52-week-high-heres-why-india-matters-on-october-27","coca-cola-stock-fell-a-day-after-a-52-week-high-heres-why-india-matters-on-october-27","images\u002F11-10_14496728c3f\u002F11-10_14496728c3f","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852801\u002Fimages\u002F11-10_14496728c3f\u002F11-10_14496728c3f.png?_i=AA",{"altText":382},{"name":357,"slug":358,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":392},[],[394],{"name":362,"slug":363,"uri":364,"description":243,"postsCount":255},[],{"id":255,"title":397,"date":398,"excerpt":399,"wordCount":400,"uri":401,"slug":402,"cloudinaryAssetId":403,"featuredImageOriginalUrl":404,"featuredImageMetadata":405,"author":406,"categories":408,"relatedPosts":410},"ServiceNow vuole essere la numero 1 nella sicurezza. Ecco cosa deve dimostrare la sua scommessa da 7,75 miliardi di dollari su Armis il 28 ottobre","2026-10-24 20:35:00","Il CEO di ServiceNow afferma che l'azienda è l'ottavo fornitore di sicurezza aziendale e vuole diventare il numero uno. Le acquisizioni dietro questo obiettivo già gravano sui margini GAAP, e il 28 ottobre è il primo rapporto sugli utili da quando lo ha dichiarato.",965,"\u002Fblog\u002Fservicenow-wants-to-be-no-1-in-security-heres-what-its-7-75-billion-armis-bet-must-show-on-october-28","servicenow-wants-to-be-no-1-in-security-heres-what-its-7-75-billion-armis-bet-must-show-on-october-28","images\u002F10-13_1449664c7d7\u002F10-13_1449664c7d7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852762\u002Fimages\u002F10-13_1449664c7d7\u002F10-13_1449664c7d7.png?_i=AA",{"altText":397},{"name":357,"slug":358,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":407},[],[409],{"name":362,"slug":363,"uri":364,"description":243,"postsCount":255},[],{"id":255,"title":412,"date":413,"excerpt":414,"wordCount":415,"uri":416,"slug":417,"cloudinaryAssetId":418,"featuredImageOriginalUrl":419,"featuredImageMetadata":420,"author":421,"categories":423,"relatedPosts":425},"AbbVie ha ottenuto l'approvazione della FDA per l'inizio dell'uso domiciliare di Skyrizi nella malattia di Crohn. Ecco quando dovrebbe riflettersi nelle vendite","2026-10-24 20:30:00","La FDA autorizó la inducción domiciliaria de Skyrizi para la enfermedad de Crohn el 23 de octubre, una semana antes de los resultados del tercer trimestre de AbbVie. El director comercial Jeff Stewart ha dicho que el acceso completo de pago suele tardar entre 60 y 90 días, lo que apunta a que el beneficio en ventas se materializará a principios de 2027.",914,"\u002Fblog\u002Fabbvie-won-fda-approval-for-at-home-skyrizi-starts-in-crohns-heres-when-it-should-show-up-in-sales","abbvie-won-fda-approval-for-at-home-skyrizi-starts-in-crohns-heres-when-it-should-show-up-in-sales","images\u002F9-14_14496561577\u002F9-14_14496561577","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852734\u002Fimages\u002F9-14_14496561577\u002F9-14_14496561577.png?_i=AA",{"altText":412},{"name":357,"slug":358,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":422},[],[424],{"name":362,"slug":363,"uri":364,"description":243,"postsCount":255},[]]