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Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/12/25 at 10:16 am to bayoubengals88
Posted on 11/12/25 at 10:16 am to bayoubengals88
I wonder how much uglier this is going to get before it gets better
3
Posted on 11/12/25 at 10:16 am to reds on reds on reds
Added 92.84
Posted on 11/12/25 at 10:23 am to reds on reds on reds
#1 trending losing stock on stocktwits out of every security out there. Thanks Arkady for the dilution
Posted on 11/12/25 at 10:25 am to LChama
Gotta source capital for the build out
- Alonso (CFO)
quote:
On financing, in order to support our aggressive growth plans in 2026 and to maintain this pace of growth in 2027, we will be utilizing at least 3 sources: corporate debt, asset-backed financing and equity.
We are in the process of raising asset-backed debt, which we'll be able to secure with attractive terms supported by creditworthiness of our largest customers.
Tomorrow, November 12, we will be putting in place an at-the-market equity program for up to 25 million Class A shares and plan to file a prospectus supplement. We will evaluate the program regularly based on our capital needs. The program enables us to access equity funding on an efficient ongoing basis.
However, we will remain dilution sensitive as we prepare to finance future growth opportunities.
- Alonso (CFO)
Posted on 11/12/25 at 10:28 am to LChama
Looks like it wants to fill the gap from Sept. 7th.
Posted on 11/12/25 at 10:39 am to LChama
quote:
Thanks Arkady for the dilution
They were going to have to do it, otherwise, the market would be hammering him for not being clear enough on where NBIS was going to get the money to build out 2.5+ GW of power.
Under ordinary circumstances, $7-9B of ARR should have been THE story and this stock should be going through the roof. Even with dilution and missing their target by 30%, this stock should be worth over $150/share.
Posted on 11/12/25 at 10:52 am to ThatsWhatSheSaid69
quote:
Looks like it wants to fill the gap from Sept. 7th.
I think we are filling the gap as well and shooting up out of it. I’m setting a buy order around $75 and going to enjoy the ride from there. If you’re a technical/chart trader the Nasdaq is extremely ugly with a HS on the daily so there might be a little more pain here as the broad markets sell off
Posted on 11/12/25 at 10:57 am to FredsGotSlacks
I hope your buy order never hits
Posted on 11/12/25 at 11:05 am to Craft
This is crushing. I never thought we’d see sub $100 prices again. To think I was excited to buy more at $120 a few weeks ago.
Posted on 11/12/25 at 11:05 am to Craft
Just bought some 2027 calls. Know what you own fellas!
Posted on 11/12/25 at 11:08 am to Craft
quote:Me too man. I already own 150 shares but I’ll double up if it does
I hope your buy order never hits
Posted on 11/12/25 at 11:14 am to FredsGotSlacks
Nvidia to invest $1 billion to build AI data center in northern Mexico
Core infra spend is not stopping
Core infra spend is not stopping
Posted on 11/12/25 at 11:15 am to FredsGotSlacks
Wonder how IT golf game is going
Posted on 11/12/25 at 11:45 am to supadave3
NBIS is now my #1 red stock
Posted on 11/12/25 at 11:49 am to reds on reds on reds
88
Posted on 11/12/25 at 12:10 pm to SpeedyNacho
Sell it Sell it!!
Posted on 11/12/25 at 1:24 pm to Tedorgeron
quote:
Wonder how IT golf game is going
Matters not. Dude could be five strokes up with four to play and still finish three under.
I imagine he probably needs two carts when he plays, one for him and the other for his “boys”.
I’m holding my 1,200 shares and even bought another hunnerd today….just feel this whole AI bubble push by the evil unknown forces has about run it’s course and reality will swing us back on our path to Financial Valhalla.
Soon we’ll be quoting Richard Dreyfuss from “Let It Ride”
Did I WIN? SON-OF-A-BITCH! GOD LIKES ME! HE REALLY, REALLY, LIKES ME! WHAT A DAY! WHAT A FABULOUS DAY!
;)
Posted on 11/12/25 at 2:27 pm to AUTimbo
Let's pump some sunshine in here.
D.A. Davidson's Alexander Platt:
Nebius’ updated guidance, including 2.5GW of contracted power and up to 1GW of connected power by the end of 2026, suggests prior expectations of 1GW were conservative, D.A. Davidson said. Assuming favorable market conditions, the firm sees potential medium-term revenue exceeding $20 billion.
The analyst believes additional capacity, an incremental 400MW, could be achieved via expansion at the New Jersey site, which can support up to 1GW, also expects the company to secure two more mega-deals, potentially an expansion of the Meta contract and a new hyperscaler agreement, each roughly the size of the Microsoft deal.
D.A. Davidson said Nebius is positioned to generate double-digit returns on capital, citing its use of an ODM (original design manufacturer) model for NVIDIA Corporation (NASDAQ:NVDA) racks, which reduces compute costs by 15-20% compared with OEM alternatives. Compute hardware accounts for roughly 80% of total capital expenditures.
Combined with operational efficiencies in data center management, this structure could yield significantly higher returns than peers such as CoreWeave, Inc. (NASDAQ:CRWV), which currently posts a 4% return on capital.
D.A. Davidson reaffirmed its Buy rating and $150 price forecast on Nebius Group, valuing the stock at 7x projected 2026 revenue. The firm called Nebius one of its top AI picks and its favorite neocloud player.
Nebius Group’s financial outlook points to explosive growth, with revenue projected to surge from $571.8 million in 2025 to $5.38 billion in 2026. The company is also expected to swing to profitability, with GAAP earnings per share rising from $1.00 in 2025 to $6.11 in 2026.
D.A. Davidson's Alexander Platt:
Nebius’ updated guidance, including 2.5GW of contracted power and up to 1GW of connected power by the end of 2026, suggests prior expectations of 1GW were conservative, D.A. Davidson said. Assuming favorable market conditions, the firm sees potential medium-term revenue exceeding $20 billion.
The analyst believes additional capacity, an incremental 400MW, could be achieved via expansion at the New Jersey site, which can support up to 1GW, also expects the company to secure two more mega-deals, potentially an expansion of the Meta contract and a new hyperscaler agreement, each roughly the size of the Microsoft deal.
D.A. Davidson said Nebius is positioned to generate double-digit returns on capital, citing its use of an ODM (original design manufacturer) model for NVIDIA Corporation (NASDAQ:NVDA) racks, which reduces compute costs by 15-20% compared with OEM alternatives. Compute hardware accounts for roughly 80% of total capital expenditures.
Combined with operational efficiencies in data center management, this structure could yield significantly higher returns than peers such as CoreWeave, Inc. (NASDAQ:CRWV), which currently posts a 4% return on capital.
D.A. Davidson reaffirmed its Buy rating and $150 price forecast on Nebius Group, valuing the stock at 7x projected 2026 revenue. The firm called Nebius one of its top AI picks and its favorite neocloud player.
Nebius Group’s financial outlook points to explosive growth, with revenue projected to surge from $571.8 million in 2025 to $5.38 billion in 2026. The company is also expected to swing to profitability, with GAAP earnings per share rising from $1.00 in 2025 to $6.11 in 2026.
Posted on 11/12/25 at 2:39 pm to bayoubengals88
Posted on 11/12/25 at 2:39 pm to JetsetNuggs
Bought a couple. 2028 calls
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