Nebius Group N.V. Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
13analysts covering
Reporting Calendar
| Event | Expected Date |
|---|---|
| Next Earnings Release | 10 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Quarterly revenue (USD millions) Quarterly582.3Target: FY2026 group revenue of USD 3.0-3.4 billion
Quarterly adjusted EBITDA (USD millions) Quarterly236.2Target: FY2026 adjusted EBITDA margin of approximately 40%
Year-to-date purchases of property, equipment and intangible assets (USD billions) Quarterly8.1Target: FY2026 capital expenditures of USD 20-25 billion
Watch Items
- FY2026 revenue delivery against management guidanceAction: Reassess demand, capacity-ramp timing and the investment recommendation if expected revenue falls below management's guidance floor.
- Adjusted EBITDA margin deliveryAction: Review utilization, pricing and operating leverage if the full-year margin falls below the approximately 40% target.
- Capital-expenditure disciplineAction: Reassess funding needs, prospective dilution and project returns if capital expenditures exceed management's guidance ceiling.
Research as of 29 Aug 2026