Nebius Stock Stuck in Bear Market as Risks to Its Growth Story Build
Nebius stock remains in a bear market despite its strong revenue growth as investors point to substantial risks, including its cash raises
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Nebius stock remains in a bear market despite its strong revenue growth as investors point to substantial risks, including its cash raises
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Nebius Group is aggressively expanding its AI infrastructure capacity, reaffirming $20-25B capex guidance for 2026 and targeting 5 GW of contracted power by year-end. The company is leveraging customer prepayments (covering 50-60% of capex), operating cash flow, and asset-backed financing to fund its buildout. However, execution risks remain amid intense competition from CoreWeave and tech giants like Microsoft and Amazon.