Updated
Updated · Barchart · Aug 16
Nebius Jumps 34.14% After 454% Revenue Surge to $582.3 Million
Updated
Updated · Barchart · Aug 16

Nebius Jumps 34.14% After 454% Revenue Surge to $582.3 Million

3 articles · Updated · Barchart · Aug 16

Summary

  • $582.3 million in quarterly revenue—up 454% from a year earlier—sent Nebius shares up 34.14% after the AI cloud company crushed estimates.
  • Adjusted EBITDA swung to a $236.2 million profit from a $21 million loss, while annualized revenue run-rate hit $3 billion and operating cash flow reached $2.3 billion.
  • Nebius also showed a stronger balance sheet than CoreWeave, ending with about $8 billion in cash against $8.5 billion in debt and roughly $119 million in quarterly interest expense.
  • CoreWeave posted strong growth too, with revenue more than doubling to $2.58 billion, but its net loss widened to $626 million as $35.6 billion of debt drove about $640 million in net interest costs.
  • That contrast helps explain why investors have pushed Nebius up 261% over the past year and why analysts have recently lifted targets as AI infrastructure demand accelerates.

Insights

How can an AI cloud firm burn billions in capex while its stock skyrockets, and when will the massive spending catch up?
Can off-grid fuel cells and asset-light financing truly save this neocloud giant from buckling under its own staggering expansion costs?