Nebius Group Reports Q2 Earnings, Stock Jumps 31%

Nebius Group N.V.'s Q2 results exceeded expectations, leading to a 31% stock increase. The company's better-than-expected performance and robotaxi side hustle are driving investor interest, with the stock rally only slowing down by 6% on Wednesday.

Nebius Group N.V. (NEBIUS) reported its Q2 2025 earnings results, which exceeded market expectations, leading to a 31% increase in its stock price. The company's strong performance, driven by robust growth in its AI cloud infrastructure business, has sparked investor interest, with the stock rally only slowing down by 6% on Wednesday.

Key highlights of the Q2 2025 earnings include:

- Revenue Growth: Nebius Group's Q2 revenue reached $105.1 million, reflecting a 625% year-over-year growth and a 106% quarter-over-quarter growth [1].
- Core AI Infrastructure Business: The company's core AI infrastructure business achieved positive adjusted EBITDA ahead of prior guidance [1].
- ARR Guidance: Nebius Group raised its full-year ARR guidance to $900 million–$1.1 billion, up from $700 million–$1 billion [1].
- Data Center Expansion: Nebius Group is rapidly expanding its data center capacity, aiming to reach 220 MW of connected power by year-end and over 1 GW by 2026 [1].

Despite the positive results, Nebius Group expects group-level adjusted EBITDA to remain negative for the full year. The company's strong balance sheet and access to additional capital are expected to support its ambitious growth plans [1].

The company's stock rally is attributed to its better-than-expected performance and the potential of its robotaxi side hustle, which has caught the attention of investors. However, the stock's rally may slow down due to market volatility and the company's guidance for a negative group-level adjusted EBITDA for the full year.

References:
[1] https://www.marketbeat.com/earnings/reports/2025-8-19-nebius-group-nv-stock/