Nebius Stock (NBIS) Skyrockets 300% on Meta’s $3B Mega-Deal—Q3 Revenue Goes Supernova
Meta drops $3 billion bombshell—Nebius Stock (NBIS) erupts like a crypto geyser.
From Obscurity to Oblivion (for Short Sellers)
Remember when NBIS was that sleepy little stock your broker mocked you for buying? Yeah, neither does anyone else. A 300% revenue explosion tends to rewrite history.
The Zuckerberg Bump
Turns out all NBIS needed was a casual multi-billion-dollar handshake with Meta. Funny how that works—like finding a golden ticket when you're already drowning in Willy Wonka's chocolate river.
Wall Street's New Darling (Until Next Week)
Analysts are tripping over themselves to upgrade NBIS targets. Where were these geniuses when the stock traded for coffee money? Probably busy explaining why their last 'sure thing' cratered.
One immutable law of finance: nothing makes a company 'innovative' faster than a competitor's FOMO check clearing.
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The Amsterdam-based company also released its third-quarter 2025 financial results, showing that its revenue skyrocketed by more than 355% from a year ago to reach $146.1 million. However, the revenue figure came in below Wall Street’s consensus forecast of $155.1 million.
Nebius Inches Closer to Profitability
Similarly, Nebius, which is backed by American chip design colossus Nvidia (NVDA), continued to record adjusted net losses during the recent quarter. It reported a net loss of $39.7 million. However, the figure shrank considerably from $100.4 million posted during the same period last year.
Nebius’s deal with Meta is its latest major contractual agreement after it was revealed early last month that its arrangement with Microsoft (MSFT) — first revealed at the start of September — was worth about $19.4 billion.
While the terms of its new contract with Meta remain unclear at this time, its partnership with Microsoft will see it supply the American multinational technology company with access to over 100,000 Nvidia GB300 chips.
Nebius Strengthens Position in AI Cloud Race
Since the start of the year, Nebius’s shares have soared more than 400%, reaching about $115.80 per share as of early trading on Friday. Nebius is one of several neo-cloud providers, such as IREN Limited (IREN) and CoreWeave (CRWV), that have emerged to provide the AI infrastructural power needed by Big Tech companies to power up their gigantic AI workloads.
Last week, the company rolled out the Nebius Token Factory, its new AI platform targeted at institutional users. The Factory empowers businesses to deploy, optimize, and scale their open-source and custom artificial intelligence models.
