Nebius reports sharp revenue growth after Inferize deal
Nebius reported Q2 revenue of $582.3M and adjusted EBITDA of $236.2M; Rosenblatt initiated coverage with a Buy rating and a $304 target.
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what happened
TradingView reported that Nebius Group N.V. Class A (NASDAQ:NBIS) generated Q2 revenue of $582.3M, a 454% increase from a year earlier. Adjusted EBITDA reached $236.2M. The performance was supported by expanded capacity and 3.5 GW of contracted capacity.
The company also acquired Inferize to increase GPU utilization and improve token economics. NBIS shares nevertheless fell about 5.1% to $237.20 after Rosenblatt initiated coverage with a Buy rating and a $304 price target.
TradingView said the material was generated by AI and may contain inaccuracies, adding that important information should be checked against the original sources.
why it matters
The revenue and EBITDA figures, additional contracted capacity and the Inferize acquisition are relevant to how investors assess Nebius’s business expansion. Rosenblatt’s initiation and target provide another reference point for the shares, which the report said declined afterward.
instruments
sources
- Weekly Recap: Inferize deal boosts GPUs and Rosenblatt $304 target — TradingView, 12 October 2026 at 11:00 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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