NBIS stock jumps 11% after CoreWeave results, Nebius reports Nov 12
NBIS stock (Nebius) rose more than 11% after CoreWeave's strong quarter, and Nebius reports its own Q3 results on November 12.
Evento: 12 de novembro de 2026
Fonte primária: 11 de novembro de 2026
Publicado aqui: 11 de novembro de 2026 às 12:06 UTC
Ler: 2 min
O que aconteceu
NBIS stock, meaning Nebius Group, rose more than 11% overnight. The day before, rival CoreWeave posted revenue of $3.66 billion, up 168% from a year ago, and raised its 2026 outlook. Nebius reports its own third quarter on Thursday, November 12, before the market opens.
Por que importa para você
Nebius and CoreWeave both sell cloud computing power for AI. When one shows demand in hard numbers, attention shifts to the other. But a rival's report is no promise: Nebius has its own customers, costs and losses.
O que conferir e observar
Revenue, loss per share and any comments on new contracts. Analysts expect revenue of about $907.2 million. That is an expectation, not a result. An overview, not advice.
Onde está acontecendo
LIVEArraste para girar. Pontos verdes: a bolsa está negociando agora (horário normal, sem contar feriados). Sombra: onde agora é noite. Fronteiras: Natural Earth, terremotos: USGS. Ideia das camadas: God’s Eye View (MIT).
What happened. According to Stocktwits on Yahoo Finance, Nebius Group (NBIS) shares rose more than 11% overnight into November 11. The same piece says CoreWeave gained nearly 17% and IREN 8.5%.
Why. The piece points to CoreWeave's third quarter 2026 results. Revenue grew 168% to $3.66 billion, the backlog reached $133 billion, and the company raised its 2026 forecasts for sales and adjusted operating income. Our full write-up of the CoreWeave report is here: /news/coreweave-stock-q3-2026-earnings-2026-11-10/.
When Nebius reports. The company announced the date itself: third quarter 2026 results come out on Thursday, November 12, 2026, before market open. The investor call is at 8:00 a.m. Eastern Time (2:00 p.m. Central European Time).
What is expected. Koyfin's estimate, quoted by Stocktwits, is Nebius revenue up 521% to $907.2 million, and an adjusted loss of $0.63 a share against $0.40 a year earlier. Barchart cites an expected loss of $0.61. These are analyst forecasts. Actual figures can differ.
What else to watch. Barchart writes that, according to recent reports, Microsoft, one of Nebius's large customers, may not renew current agreements. The sources do not include confirmation from either company. If the report touches this, we will update the story.
Fatos confirmados
- Nebius Group (NBIS) shares rose more than 11% overnight into November 11, 2026.[2]
- CoreWeave reported third quarter revenue of $3.66 billion (up 168%) and a $133 billion backlog, and raised its 2026 forecasts for sales and adjusted operating income.[2]
- CoreWeave shares rose nearly 17% and IREN shares 8.5%.[2]
- Nebius will release third quarter 2026 results on Thursday, November 12, 2026, before market open.[1][3]
- The investor call is set for 8:00 a.m. Eastern Time (2:00 p.m. Central European Time).[1]
- Per Koyfin, analysts expect Nebius revenue of $907.2 million (up 521%) and an adjusted loss of $0.63 a share against $0.40 a year earlier.[2]
- Per Barchart, the consensus loss for Nebius in the quarter is $0.61 a share.[3]
- Barchart writes that, per recent reports, Microsoft may not renew its current agreements with Nebius.[3]
Implicações
- ConfirmadoNebius reports on November 12, before market open.
- Nossa leituraThe NBIS jump is tied to CoreWeave's report, as the Stocktwits piece explains it. We have seen no statement from Nebius on this.
- Nossa leituraActual figures may differ a lot from expectations, and the stock's reaction is unpredictable. This is our view.
Ainda não se sabe
- What revenue and loss Nebius will actually report
- How the stock will react once trading opens
- Whether Microsoft will really not renew its agreements
Quem é afetado
US, Global. People who follow the AI cloud market and the stocks of Nebius and CoreWeave
Fontes
- Nebius Group: Nebius Group announces date of third quarter 2026 results and conference call 30 de outubro de 2026 · oficial
- Yahoo Finance (Stocktwits): NBIS Stock Jumps Over 11% On CoreWeave Boost: Analysts Expect Over Six-Fold Growth In Sales In Upcoming Q3 Report 11 de novembro de 2026 · mídia
- Barchart: Ahead of Nebius Earnings, Here's What Barchart Data Says Comes Next for NBIS Stock 10 de novembro de 2026 · mídia
Capa: Gráfico de Freekonomist, uma imagem simbólica, não uma foto do evento. Este é um explicador de notícia, não recomendação financeira.
Mais matérias
BBAS3: Banco do Brasil stock drops over 10% as Q3 profit falls 66.5%
BBAS3, the Banco do Brasil share, fell more than 10% in early trade on 12 November after third-quarter profit dropped 66.5% to R$1.27 billion, farm-loan defaults rose and the bank cut its guidance and payout.
India inflation hits 6.09%, a two-year high above the RBI band
India's retail inflation rose to 6.09% in October from 5.54% in September, breaking above the central bank's 2-6% tolerance band. Food is the main driver, up 8.94%.
Serbia surprises with a rate hike to 6%, its first in over three years
The National Bank of Serbia raised its key rate by 0.25 points to 6% to stop costly energy from spreading to other prices. Economists polled by Bloomberg had expected a hold.
Morning brief by email
The night's key moves and what matters today, in 2 minutes. One-click unsubscribe.
BloFin
3M
7M
40M
60M
80M
250M