Theo Outlook
Nebius Group N.V. develops AI infrastructure including an AI-focused cloud platform with GPU clusters, data solutions through Toloka AI, edtech via TripleTen, and autonomous driving technology through Avride. It reported trailing twelve months revenue of $1.36 billion, a profit margin of 3.13%, diluted earnings per share of -$0.21, and a market capitalization of $31.80 billion as of the latest available data tied to the June 30, 2026 quarter.
Bull case: quarterly revenue grew 454.04% year over year. Bear case: quarterly earnings declined 127.76% year over year, operating margin stood at -50.48%, and diluted earnings per share were -$0.21.
Main risks include negative earnings and operating margins. Analysis generated by HeyTheo AI from company and market data. It may be incomplete or inaccurate.
Analysis generated by HeyTheo AI on .





