NBIS

Nebius posted official Q3 2026 results on November 12: $980.8 million of revenue, 2026 guidance now at the low end of $3.0–$3.4 billion, and an initial 2027 outlook. This is a post-results account, not a preview rewrite.

Nebius Group will publish third-quarter results before the U.S. open on November 12, 2026. This preview uses official second-quarter revenue of $582.3 million, $3.0 billion of ARR and about $5.7 billion of capex, and does not treat Thursday as known.

The November 5 AI rout hit neoclouds, semiconductor stocks and power infrastructure. We separate intraday market data from closing returns and unpack funding, permitting and cash-flow risks.