Nebius Is Up 18%: Is It Outperforming AI Cloud Stocks Like CoreWeave and Cloudflare?

4 days ago 9

David Moadel

Wed, August 12, 2026 astatine 8:22 AM CDT 5 min read

Quick Read

NBIS surged 18% connected 454% year-over-year gross maturation portion CRWV jumped 20%, fueled by a $104 cardinal backlog signaling sold-out GPU capacity.
SKYY's muted 2% summation shows diversification dilutes neocloud net pops, portion NVIDIA information halfway commentary remains the cardinal sentiment operator for some NBIS and CRWV.
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Shares of Nebius Group (NASDAQ:NBIS) are up 18% Wednesday greeting to $227.70, extending a singular tally for the AI unreality upstart. The catalyst is simply a blowout Q2 2026 study that reinforced the AI infrastructure request thesis conscionable hours aft a akin people from a cardinal rival.

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The rally isn't constricted to Nebius. CoreWeave (NASDAQ:CRWV) banal is really moving hotter, with CRWV shares jumping 20% to $108.40 aft its ain Q2 numbers landed aft yesterday's close. Cloudflare (NYSE:NET) shares are unchanged astatine $307, and the First Trust Cloud Computing ETF (NASDAQ:SKYY) is up 2% to $164.78.

So the straightforward work connected the headline: Nebius is outrunning Cloudflare by a wide borderline but trailing CoreWeave connected the day. Both AI-native unreality names are ripping connected beardown results, portion the broader unreality assemblage is mostly on for the ride. The marketplace contiguous is rewarding nonstop AI compute vulnerability and durable backlog visibility.

Earnings Beat Fuels a Neocloud Rerating

Nebius reported Q2 2026 gross of $582.3 million, up 454% twelvemonth implicit twelvemonth (YoY) and up of the $572.75 cardinal consensus. The halfway AI unreality business, which present drives 98% of the apical line, grew much than 500%.

Management besides disclosed 4 landmark AI unreality deals each carrying much than $1 cardinal successful full declaration value, with 70% of signed deals including lawsuit prepayments. CEO Arkady Volozh reaffirmed Nebius's full-year 2026 outlook. Prepayments substance present due to the fact that they de-risk the assertive capex build-out that has weighed connected the neocloud narrative.

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Reddit sentiment connected NBIS registered bullish astatine 78 astir the net window, and the composite prediction people for the sanction sits astatine 71, tilting bullish with mean confidence. That reads arsenic a marketplace already positioned for a beat.