NBISQ3 20261/4Estimate vs Actual
Earnings per Share
− $0.13
+ 79.4% vs Estimate
Surprise as recorded in the analysis; the estimate itself is not on the calendar.
Nebius Group Q3 2026 · Story
Read the quarter card by card, ready to share.
NBISQ3 20261/4NBISQ3 20262/4Guidance
2026 Revenue
- Company Guidance
- 3 billion
- Market Estimate
- 3.35 billion
10.4% Below Estimate ▼
2027 Revenue
- Company Guidance
- 12 – 13 billion
- Market Estimate
- 12.09 billion
3.4% Above Estimate ▲
2026 Capex
- Company Guidance
- 27 billion
Raised 20% ▲
NBISQ3 20263/4In 30 Seconds
Revenue of $980.8 million beat expectations by 8.1%, but about $325 million of it was a one-off.
- 2026 revenue guidance moved to the low end, while 2027 targets $12-13 billion of revenue and $40-45 billion of capex.
- The stock fell 16% intraday on the full-year cut and the larger spending plan.
First point of the analysis's “In 30 Seconds”.
Full AnalysisNBISQ3 20264/4Score
60
ViewHOLD
Not Investment Advice