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@aleabitoreddit: $NBIS earnings were stellar and it’s now trading $200+ premarket. Reiterated $7-9B ARR in 2026. 40% adj. EBITDA margin projections, which i...

@aleabitoreddit 3 信息等级 3 1 噪音/剔除；2 较弱；3 普通事实；4 重要行业动态；5 极重大事件。该分数是信息显著性，不是投资建议。 发布：2026-05-13T11:31 抓取：2026-05-13 16:03
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财报 AI 算力 公司
摘要

Nebius财报表现强劲，重申2026年ARR达70-90亿美元，调整后EBITDA利润率40%，已签约4 GW容量，并通过英伟达支持的融资结构获得6.3亿美元资金。

客观事实
  • 重申2026年ARR70-90亿美元
  • 预计调整后EBITDA利润率40%
  • 签约4GW容量，获英伟达支持融资6.3亿美元
Nebius Nvidia

原文

$NBIS earnings were stellar and it’s now trading $200+ premarket.

Reiterated $7-9B ARR in 2026. 40% adj. EBITDA margin projections, which is vastly outperforming expectations.

4 GW contracted capacity. $6.3B capital secured by $NVDA off solid financial offering structures.

Glad my high conviction Neocloud pick is performing wonders and happy management is executing so well.

In the words of Jensen: “Nebius will take care of you”

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