Why Is NEBIUS GROUP N V A A (NBIS) Stock Down Today?
By the Top Tier Newswire AI Desk · November 13, 2026 at 9:50 AM ET · reviewed against 72 wire stories
NEBIUS GROUP N V A A (NBIS) is down -10.52% in the latest session. Our newswire has captured 72 stories on NBIS across 26 sources in the last 36 hours, with AI sentiment reading mixed (avg 45/100).
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Nebius Group N V A A (NBIS) shares fell 10.52% to $115.11. The primary driver was a revised 2026 capital expenditure outlook that exceeded prior guidance, alongside concerns regarding third-party data center capacity activation delays.
What Happened
The stock decline followed the release of third-quarter results where the company trimmed its 2026 view to the low end of its range. Baird lowered its price target to $200 from $340, citing data center delays. Truist Securities reiterated a Buy rating but lowered its price target to $245. Freedom Capital suggested the selloff is transitory and should be bought. Rosenblatt maintained a Buy rating. Bank of America identified delays in third-party data center capacity activation as the central concern for the quarter.
What The Data Shows
The stock opened at $127.25, a 1.1% gap down from the prior close of $128.64. It hit a session high of $128.10 at 8:30 AM ET and a low of $114.22 at 9:45 AM ET. Volume stood at 7.8 million shares, which is 0.4 times the three-month daily average. The stock printed 10 fresh 52-week lows on November 13, 2026. Over the last eight sessions, the stock moved down 15.2% from $151.64 to $128.64. The 52-week range is $73.52 to $299.86. Fundamentals show a market cap of $42.4 billion, a P/E of 783.1, revenue growth of 506.9% TTM, and a net margin of 3.1%. Insider filings over the last 90 days include 6 buys totaling $330,000 and 14 sells totaling $162.8 million. Unusual options activity showed 15 notable prints with call premium of $51.4 million versus put premium of $2.0 million.
What To Watch
Coverage from 26 sources in the last 36 hours highlights ongoing debate over the neocloud sector's valuation and execution risks. Retail traders on social platforms are discussing the disconnect between beating revenue estimates and the stock price decline.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.
NBIS · today's session (5-min) · -12.21% vs prior close · updated 8:08 PM ETAI sentiment, last 36h · averaged over 72 stories · 45/100 bearish
The headlines behind the move
Story flow · 8 stories on the wire, last 36h · hover or tap a dot for the headline
10h agoTipRanksBEARISH 42Analyst
CoreWeave and Nebius Still Lag Behind IREN in Upside After Earnings — Here’s Why
Neocloud companies CoreWeave ($CRWV), Nebius ($NBIS), and IREN Limited ($IREN) have now all delivered their latest quarterly results. The three are among some of th...
10h agoGuruFocusBULLISH 61Analyst
NBIS Maintained by Rosenblatt -- Rating Remains Buy
10h agoThe FlyBULLISH 63Analyst
Nebius selloff on ‘transitory’ issues should be bought, says Freedom Capital
10h agoStocktwits NewsBEARISH 34Analyst
NBIS Stock On Track For 6th Straight Weekly Loss — Analysts Flag Data Center, Capacity Activation Delays
BoFA identified delays in third-party data-center capacity activation as the third quarter's central concern, according to TheFly.
11h agoTipRanksBEARISH 42Analyst
CRWV vs. NBIS: Which Neocloud Stock Offers More Upside After Q3 Earnings?
Shares of neocloud companies CoreWeave ($CRWV) and Nebius Group ($NBIS) were trending lower in Friday’s pre-market trading. This extended Thursday’s decline after N...
11h agoSeeking AlphaBULLISH 55Analyst
Systemic Risk Is Equal, But Upside Is Skewed: Own CoreWeave Over Nebius
Analyst rates CoreWeave a Buy and Nebius a Sell: at 10x EV/EBITDA, CoreWeave could gain over 15x by 2030 if AI succeeds, versus 5x for Nebius.
12h agoThe FlyBEARISH 28Analyst
Nebius Price Target Lowered To 200 From 340 At Baird Thefly News 2
Baird cuts Nebius stock price target on data center delays
Baird cuts Nebius stock price target on data center delays
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