NBIS: Tweaking Estimates; Strong Demand, but Potential Capacity Bottlenecks

Smartkarma

08/06

⬆ Nebius Group - We are reducing our 2Q26 revenue estimate to $550MM from $600MM and our 2Q26 adjusted EBITDA estimate to $146MM from $185MM.

Continue reading on Smartkarma:- https://www.smartkarma.com/insights/nbis-tweaking-estimates-strong-demand-but-potential-capacity-bottlenecks?utm_source=tiger_community

By Water Tower Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/water-tower-research?utm_source=tiger_community

On Nebius Group (NBIS):- https://www.smartkarma.com/entities/nebius-group-nv?utm_source=tiger_community

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