NBIS News & Analysis
4 articles
Market Mood
Nebius (NBIS) Stock Surged 19.5% in June - Future Volatility Expected
Nebius Group (NASDAQ: NBIS) shares rose by 19.5% in June, as reported by S&P Global Market Intelligence. Despite this surge, shares saw significant volatility, reversing gains early in July. The company raised its guidance for contracted power capacity from at least 1 GW to over 4 GW, with a secured 1.2 GW for a new AI factory in Pennsylvania. Revenue increased from $105 million in Q2 last year to a projected annual run rate of $1.25 billion by Q4, with management forecasting over $3 billion for 2026.
Read More: Nebius (NBIS) Stock Surged 19.5% in June - Future Volatility Expected
Iren (NASDAQ: IREN) Secures $3.4B Deal, Revenue Projections Rise
Iren (NASDAQ: IREN) has increased its total gigawatts from 2.9 to 5.8 year to date, culminating in a $3.4 billion five-year deal with Nvidia (NASDAQ: NVDA) for 60 megawatts. This deal represents an average annual value of $11.3 million per megawatt. Iren has raised its projected annualized run rate revenue from $3.7 billion to $4.4 billion, indicating potential significant growth. Although competitors like Nebius (NASDAQ: NBIS) and Cipher Mining (NASDAQ: CIFR) have secured more deals, Iren's accelerated asset acquisition positions it for future returns.
Read More: Iren (NASDAQ: IREN) Secures $3.4B Deal, Revenue Projections Rise
Nebius (NBIS) Stock Surges 94% Year-to-Date with Growth Forecasts
Nebius (NBIS) stock has increased approximately 94% so far in 2026, with analysts predicting it may exceed 100% owing to sustained AI market enthusiasm. The company reported a remarkable Q4 revenue growth of 547% year-over-year, with projected growth rates of 522% for 2026 and 195% for 2027. This growth could elevate annual revenue from $530 million in 2025 to $9.7 billion by the end of 2027. However, the stock is currently priced at a P/S ratio of 73 times sales, reflecting high valuation amidst ongoing unprofitability as the company expands its data center operations from 7 to 16 locations by the end of 2026.
Read More: Nebius (NBIS) Stock Surges 94% Year-to-Date with Growth Forecasts
NBIL Price Movement: GraniteShares 2x Long NBIS Daily ETF Update
GraniteShares 2x Long NBIS Daily ETF (NBIL) has updated its stock price and quotes but lacks specific numerical data or percentage changes in this report. As an ETF designed for amplified exposure to NBIS, it is essential to track its pricing trends in relation to the broader market. The performance of NBIL could influence trading strategies for investors looking to leverage returns on NBIS assets. No concrete data points were provided in the article.
Read More: NBIL Price Movement: GraniteShares 2x Long NBIS Daily ETF Update