Nebius Group N.V. · NBIS · Next earnings

Nebius Group N.V. next earnings report

NBIS's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: Nebius reaffirms guidance as demand and capacity plans accelerate

Date not yet scheduled Technology

What the street expects

Consensus for the coming report
Consensus EPS $-0.83 Analyst average (3 estimates)
Consensus revenue $907.6M Analyst average (10 estimates)
Report date TBD Not yet on the calendar
Session — Session not yet known

Where NBIS left off: FY2026 Q2

Full report

Nebius reaffirms guidance as demand and capacity plans accelerate

EPS surprise +83.3% Reported $-0.12 vs $-0.72
Revenue surprise +2.2% Reported $582.3M vs $569.9M
Stock move +34.1% Event window
Subsequent drift -12.0% Up to 20 sessions

Management reaffirmed 2026 revenue, adjusted EBITDA margin and CapEx guidance; no change was identified in the supplied analysis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Vineland, New Jersey regulatory uncertainty could affect site timing.
  • Scaling more than 1 GW of annual capacity from 2027 creates execution risk.
  • Debt-market volatility could raise future financing costs; Vera Rubin timing remains a consideration.

Questions analysts left open

  • Vineland data-center approval and timing.
  • Execution of planned capacity expansion above 1 GW annually from 2027.
  • Financing costs and the Vera Rubin ramp schedule.

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Recent NBIS quarters

All NBIS earnings
+34.1%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.