NBIS Stock Price and Earnings: Nebius shares rise 15% on Q3 revenue beating estimates

NBIS stock price and earnings have come to limelight after shares of Nebius Group NV rose 15.44% on Wednesday to close at $154.69. The Amsterdam based company runs an AI focused cloud platform. The firm reported revenues of $980.8 million which beat analyst expectations. The company has also reported a net loss and an adjusted earnings. Investors will be looking at how the company is performing financially, demand in the industry and its partnerships.

NBIS stock price and earnings

Nebius Group N.V. (NASDAQ: NBIS) is an Amsterdam based company which runs an AI focused cloud platform. The company develops infrastructure for the global AI industry. The analysts had been expecting the company to report revenues of $901 million in Q3 before the release of the earnings. This was up from $146.1 million in the same period in 2025. The company reported revenues of $980.8 million. This was above the average analyst forecast of $916.8 million by Zacks Investment Research.

NBIS third quarter earnings and net loss

The company has reported a net loss of $37.5 million. This was equivalent to a loss of 13 cents per share. The company made a profit of 30 cents per share after the adjustment of one off gains and losses.

This was above Wall Street expectations with analysts expecting a loss of 61 cents per share on average, as per Zacks Investment Research. The company also reported higher than expected revenues. Six analysts had forecast revenues of $916.8 million (Zacks).

The company has partnerships with NVIDIA, Cloudflare, Shopify and other open source technologies to drive adoption of its platform and generate recurring revenues. The integration and development of its platform can also help improve gross margins.

CoreWeave results show demand for AI

Another AI infrastructure company CoreWeave Inc. has also impacted investor expectations. The company reported revenues of $3.66 billion in Q3 up by 168% from $1.36 billion in the same period last year.

This was due to the company adding new customers in AI labs, hyperscalers and enterprises. Its customers are Canva, Mirendil, Parallel Web Systems, Serve Robotics, Substack and Wayve. The company now has a backlog of $132.5 billion in revenues at the end of September.

How the Plurai partnership could impact Nebius stock?

The company is also increasing its role in the enterprise AI industry through its integration with Plurai. Plurai uses Nebius infrastructure and NVIDIA technology within its agent simulation platform. This integration highlighted by Gartner means that Nebius infrastructure is being integrated with tools used by enterprises to test and monitor their AI models. The company's technology is being used in real world applications.