NASDAQ:NBIS 19 February 2026 - 20 February 2026

Nebius Group N.V. (NBIS) stock slides below $100 as options buzz meets capex nerves

Nebius Group N.V. (NBIS) stock slides below $100 as options buzz meets capex nerves

Nebius Group (NBIS) shares fell 8% to $99.12 Friday, reversing earlier gains after hitting $108.30 in morning trade. The drop followed a two-day rally sparked by bullish analyst coverage and heavy options activity. Investors are watching funding and execution risks tied to Nebius’ $16–20 billion 2026 capital plan. Trading volume topped 12.8 million shares, with implied volatility near 94%.
February 20, 2026
Nebius stock swings again as Friday slide cools a $150-target rally

Nebius stock swings again as Friday slide cools a $150-target rally

Nebius Group shares fell 4.7% to $102.50 in late-morning Nasdaq trade Friday, reversing gains from a two-day rally. Compass Point began coverage with a Buy rating and $150 target. CoreWeave, another AI infrastructure firm, dropped about 9%. Nebius has been spending heavily to expand data centers and counts Microsoft and Meta as customers.
February 20, 2026
Nebius (NBIS) stock rises after Compass Point starts coverage — $150 target in focus

Nebius (NBIS) stock rises after Compass Point starts coverage — $150 target in focus

Nebius shares climbed 4.6% to $106.44 Thursday after Compass Point initiated coverage at Buy with a $150 price target. The gain outpaced a drop in the Nasdaq 100. Investors focused on Nebius’s capacity expansion, rising spending, and the pending Tavily acquisition. The company reported Q4 revenue of $227.7 million and ended 2025 with $3.7 billion in cash.
February 19, 2026