Earnings$NBIS7:11 AM ETdeveloping · v22

Nebius beats Q3 estimates, stock reverses down 20% as neoclouds sell off

By BORSA NewsroomPublished Nov 12, 2026, 7:11 AM ESTUpdated Nov 12, 2026, 10:25 AM EST

Nebius Q3 beat: loss 13c vs 72c, revenue $981M vs $907M, adj EBITDA $466M vs $352M. Stock fell 20% to 123.60. CoreWeave fell 13% to 52.38. Guidance: 2026 capex raised to $27B, 2027 capex $40-45B, preliminary 2027 revenue $12.5B. Nvidia fell on CEO resignation. Neocloud sector pressured by borrowing costs.

Sentimentbearish 30

Bearish · 30 of 100

Impact75

medium · sector-wide

Confidence95%

high confidence · 22 wires

Eventdeveloping

v22 · alerted to followers

WHAT WE KNOW

Nebius Q3 GAAP loss 13 cents vs 72 cents consensus, revenue $981M vs $907M consensus.