Скачать или смотреть NBIS Stock Surges! Why Nebius AI Stock Rallied After Earnings Drop

Nebius Group (NBIS): Post-Earnings Analysis
Earnings Release Overview
Nebius Group released its Q4 2025 financial results on February 12, 2025, before market open, delivering a mixed but ultimately encouraging report that triggered a volatile two-day trading pattern. The company showcased extraordinary revenue acceleration while simultaneously announcing massive capital expenditure plans that initially spooked investors before confidence returned.

Conclusion
The post-earnings price action for NBIS exemplifies how markets can initially react negatively to large capital commitments before recognizing that such investments may be justified by revenue visibility and customer demand. The company's ability to secure $1.5+ billion in prepayments and raise 2026 ARR guidance to $7-9 billion ultimately convinced investors that management is building capacity in response to real customer demand rather than speculative build-ahead. The next several quarters will be critical in determining whether Nebius can execute this ambitious expansion while maintaining financial discipline and competitive positioning in the rapidly evolving AI infrastructure landscape. - https://equity4keeps.com/NBIS_Stock.htm
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Timestamps
0:00 Intro
0:03 NBIS stock
2:21 NBIS sentiments