Nebius (NBIS) stock plummeted today after the company’s shares surged yesterday due to a surprise $1.2 million investment from tech giant Nvidia (NVDA). The news boosted the stock by nearly 7%, pushing it to a new all-time high, but investor confidence quickly waned.
The reason for this sudden drop was Nebius’ latest earnings report, which revealed an adjusted net loss of $87.5 million, a 3% increase from Q4 2023. Despite this, revenue rose 466% year-over-year, driven by the growth of its core AI infrastructure business. This was followed by a 462% increase in revenue for the full year of 2025.
Nvidia’s investment in Nebius has sparked interest among investors, but despite this, the stock fell 8.68% today. The sell-off occurred with heavy trading, as over 19 million shares changed hands compared to a three-month average of 12.72 million units.
Analysts on Wall Street are divided, with only one covering Nebius in the last three months. Five-star BWS Financial analyst Hamed Khorsand has given the stock a Buy rating and a $51 price target, representing potential upside of 23.64%. However, more analysts may cover the stock after Nvidia’s investment and its latest earnings report.
Source: https://www.tipranks.com/news/nvidia-couldnt-save-nbis-stock-from-itself