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Nebius Cuts Current-Year Revenue Outlook on Delayed Third-Party Capacity

Nebius now expects full-year revenue at the low end of its prior range as some capacity moves to 2027. Shares fell 12% in premarket trading.

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what happened

AI cloud company Nebius Group lowered its full-year revenue outlook, now expecting results at the low end of its earlier $3 billion to $3.4 billion range. Part of this year's revenue shifts into next year because some third-party capacity is now scheduled for the first half of 2027, according to Dow Jones Newswires. The company said the contracts behind that capacity remain in place.

For 2027, Nebius guided to revenue of $12 billion to $13 billion, against analyst projections of $12.09 billion. CEO Arkady Volozh said the company funds its buildout through customer prepayments and a strong balance sheet, and expects prepayments and financing against investment-grade customer contracts to cover 75% to 85% of 2027 capital expenditures. Third-quarter revenue rose more than sixfold to $980.8 million.

why it matters

Investors are worried about how neocloud companies will pay for their growing data center footprints, and rising borrowing costs at CoreWeave have intensified that concern. Nebius shares slid 12% in premarket trading, showing how sensitive the sector is to timing of capacity and funding. Investors will watch whether prepayments keep covering spending.

market impact

Nebius and AI cloud stocks: revenue delays and financing doubts weigh on the sector

  • Nebius shares pressure down — lower current-year revenue outlook and capacity pushed into 2027
  • CoreWeave shares pressure down — financing concerns across neocloud companies spill over to peers

tags

StockNetherlandsEarnings

instruments

Nebius (NBIS)CoreWeave (CRWV)AI cloud stocks

sources

  1. Nebius Lowers FY Outlook, Addresses Worries Over Financing AI Buildout — Dow Jones Newswires, 12 November 2026 at 13:23 UTC
  2. Nebius Lowers Fiscal Year Outlook, Addresses Worries Over Financing AI Buildout — Dow Jones Newswires, 12 November 2026 at 13:38 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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