NBISQ2 20261/5Estimate vs Actual
Earnings per Share
− $0.12
+ 83.0% vs Estimate
Surprise as recorded in the analysis; the estimate itself is not on the calendar.
Nebius Group Q2 2026 · Story
Read the quarter card by card, ready to share.
NBISQ2 20261/5NBISQ2 20262/5Guidance
Full-Year Revenue
- Company Guidance
- 3.0 – 3.4 billion
Reaffirmed ✓
Year-End ARR
- Company Guidance
- 7 – 9 billion
Reaffirmed ▲
Contracted Power
- Company Guidance
- 5 GW
Raised 25% ▲
NBISQ2 20263/5Price Reaction
First Full Session
+ 34.1%
From the prior close to the report-day close.
NBISQ2 20264/5In 30 Seconds
Revenue rose 454% year over year to $582.3M; AI cloud revenue grew 514% to roughly 98% of the total.
- Annualized run-rate reached $3.0B, and the year-end contracted power target was raised from 4 GW to 5 GW.
- Four new contracts worth more than $1B each sent the stock up about 34% on earnings day.
First point of the analysis's “In 30 Seconds”.
Full AnalysisNBISQ2 20265/5Score
86/ 100
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