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NBIS Nebius
Neoclouds · NASDAQ · 한국어 페이지
Full-stack GPU cloud with long-term hyperscaler contracts (Microsoft, Meta) and shorter AI-lab deals at higher prices per MW. Publishes its own spot GPU prices.
Current-quarter revenue estimate
Quarter ending Sep 2026 · reports Nov 10, 2026
Our estimate
$809M
$178M–$1.44B
vs a year ago
+454%
vs consensus
−11%
Trend only · within ±5% in 0 of 4 backtested quarters, average error 29.0%. Model: company guidance adjusted by its historical beat rate.
Industry flow
US imports of Taiwanese servers · to Aug 2026
−0.8%last 3 months vs a year earlier
No company-specific flow — this is an industry-wide flow for context.
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
US imports of Taiwanese servers US Census Bureau | End demand | C Industry context | 0.65 | Aug 2026 |
US imports of Mexican servers US Census Bureau | End demand | D Weak link | 0.29 · leads 1Q | Aug 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.