Nebius aksjer ned gikk 6,0% i pre-market handel, efter at bolaget offentliggjorde planer om att anslå 4,50 miljarder USD via ett privat erbjudande av omvandlingsbara senior obligations till kvalificerade institutionella köpare enligt regel 144A.
CDEO sẽ發行 2,75 बिलियन دولار 상당の 2030 年までの債券と 1,75 बिलियनドル相当の 2034 年までの債券であり、その収益はデータセンターの建設および GPU インフラストラクチャの拡張のために指定されています。この発表は、Nebius の株式が直後に急騰したことを知らせるもので、去る週は 39% 程度上がんしました。これは 2026 年の 2 期の優良な業績を背景にしています。
Revenue for Q2 2026 reached $582.3 million, a 454% year-over-year increase and well above Wall Street estimates. The company’s rapid growth has drawn attention to its capital needs, particularly for scaling AI infrastructure.
Analysts remain divided on the stock’s outlook. DA Davidson raised its price target to $250 from $175, but maintained a Neutral rating, pointing out that the stock was trading above the revised target. BofA Securities, however, retained a Buy rating with a $310 price target, citing strong GPU pricing dynamics and resilient demand from hyperscalers and AI labs.
Decline is echoed by a previous convertible offering in March 2026, which triggered a roughly 10% single-session drop due to dilution concerns. Broader markets showed mixed performance, with the Nasdaq down 0.2% and the S&P 500 up 0.1%.
