NBIS stock jumps 11% after CoreWeave results, Nebius reports Nov 12

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.

已确认的事实

• 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]

影响

• 已确认Nebius reports on November 12, before market open.
• 我们的解读The NBIS jump is tied to CoreWeave's report, as the Stocktwits piece explains it. We have seen no statement from Nebius on this.
• 我们的解读Actual figures may differ a lot from expectations, and the stock's reaction is unpredictable. This is our view.

仍未知

• What revenue and loss Nebius will actually report
• How the stock will react once trading opens
• Whether Microsoft will really not renew its agreements

影响到谁

US, Global. People who follow the AI cloud market and the stocks of Nebius and CoreWeave

来源

1. Nebius Group: Nebius Group announces date of third quarter 2026 results and conference call 2026年10月30日 · 官方
2. Yahoo Finance (Stocktwits): NBIS Stock Jumps Over 11% On CoreWeave Boost: Analysts Expect Over Six-Fold Growth In Sales In Upcoming Q3 Report 2026年11月11日 · 媒体
3. Barchart: Ahead of Nebius Earnings, Here's What Barchart Data Says Comes Next for NBIS Stock 2026年11月10日 · 媒体