Nebius Group N.V.

NasdaqGS:NBIS Stock Report

Market Cap: US$16.5b

Nebius Group Past Earnings Performance

Past criteria checks 1/6

Nebius Group's earnings have been declining at an average annual rate of -10.8%, while the Software industry saw earnings growing at 21.8% annually. Revenues have been growing at an average rate of 1.3% per year. Nebius Group's return on equity is 5%, and it has net margins of 76.3%.

Key information

-10.81%

Earnings growth rate

-11.38%

EPS growth rate

Software Industry Growth17.33%
Revenue growth rate1.31%
Return on equity5.04%
Net Margin76.29%
Last Earnings Update30 Jun 2025

Recent past performance updates

Recent updates

Nebius: Time To Exit On Stretched Valuation

Aug 20
User avatar

Overvaluation Will Crumble Under Intensifying Regulatory And Cost Pressures

Intensifying competition, open-source adoption, and regulatory hurdles threaten Nebius Group's profitability, margin stability, and expansion prospects in key markets.

H100 Renting Prices Will Drop, Fast - Reiterating Sell On Nebius

Apr 29

Nebius: A Small Player With Big Potential In The AI Boom, Initiate With Buy

Apr 22

Nebius Group: I Think Risks Outweigh Rewards Right Now

Apr 01

Nebius Group: One Big Reason To Rethink The Buys (Rating Downgrade)

Mar 25

Nebius: Small Fish In A Big Pond

Mar 16

Nebius: Implications From CoreWeave's $35 Billion IPO

Mar 04

Nebius Group: Q4 Not As Bad As It May Seem At First Glance

Feb 25

Nebius Group: Ready To Storm New Peaks

Feb 17

Nebius Group: The Hidden Gem Of AI Infrastructure

Feb 10

What DeepSeek Means For Nebius And Other AI Data Center Providers

Jan 30

Nebius Group: My Updates On Avride Valuation

Jan 24

Nebius: Strong R&D And Technology Legacy Applied To New Growth Markets

Jan 16

Nebius: Keeping Bullish View After The Recent Growth

Dec 13

Nebius Group: Diamond In The AI Mania's Dust?

Dec 07

Nebius Group: Well-Positioned To Be An AI Megatrend Winner

Nov 13

Nebius Group: More Growth Ahead

Nov 05

Revenue & Expenses Breakdown

How Nebius Group makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NasdaqGS:NBIS Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Jun 25249190285158
31 Mar 25161-427293145
31 Dec 24118-393278130
30 Sep 248,6572022,8731,116
30 Jun 249,3042633,0871,195
31 Mar 248,6571292,8461,114
31 Dec 2321-366175112
30 Sep 237,3303192,339939
30 Jun 237,1967452,275922
31 Mar 237,4567492,340971
31 Dec 2214-3055758
30 Sep 227,7625002,6201,114
30 Jun 227,808-3022,7261,142
31 Mar 224,782-3211,724696
31 Dec 214,759-1961,642648
30 Sep 214,360-1361,438611
30 Jun 213,8902111,196570
31 Mar 213,233211957521
31 Dec 202,946333849490
30 Sep 202,554326747443
30 Jun 202,601112769455
31 Mar 202,356199679381
31 Dec 192,826204810471
30 Sep 192,507293676416
30 Jun 192,374303638397
31 Mar 192,108709581365
31 Dec 181,832660513324
30 Sep 181,781688515335
30 Jun 181,712650523333
31 Mar 181,751181528351
31 Dec 171,629159465327
30 Sep 171,534113443310
30 Jun 171,427136372291
31 Mar 171,424117348293
31 Dec 161,234111291257
30 Sep 161,145134248241
30 Jun 161,065161215226
31 Mar 16953128187208
31 Dec 15832135161187
30 Sep 15859219149190
30 Jun 15972261162205
31 Mar 15898283143175
31 Dec 14827277127144
30 Sep 141,219324189198

Quality Earnings: NBIS has a large one-off gain of $597.4M impacting its last 12 months of financial results to 30th June, 2025.

Growing Profit Margin: NBIS's current net profit margins (76.3%) are higher than last year (2.8%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: NBIS's earnings have declined by 10.8% per year over the past 5 years.

Accelerating Growth: NBIS's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: NBIS had negative earnings growth (-27.7%) over the past year, making it difficult to compare to the Software industry average (17%).

Return on Equity

High ROE: NBIS's Return on Equity (5%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/08/23 21:18
End of Day Share Price 2025/08/22 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Nebius Group N.V. is covered by 30 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew Charles BealeArete Research Services LLP
Boris VilidnitskyBarclays
Cesar TironBofA Global Research