Stocks / Internet & Digital Services
NBISInternet & Digital Services
Nebius Group N.V.
$216.601d -3.2%5d -4.4%settled close · 2026-09-17
The tape, with the calls on it
Who said what, and what NBIS did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about NBIS
2 long1 shortlatest 2026-08-18
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-18 | Ankur CrawfordPresident & Portfolio Manager, Alger | Bullish | The Big Picture (Ritholtz) | Investors misread CEO Arseny Palobkov's culturally Russian self-deprecating style as a business red flag… |
| 2026-07-17 | Jim ChanosShort seller — Chanos & Co (family office) | Short | RiskReversal Media | Nebius, the most capital-intensive neo-cloud at $4.40 of capex per $1 of revenue, implicitly admitted the… |
| 2026-04-17 | Dr Ankur CrawfordPortfolio Manager, Fred Alger Management | Bullish | interview | Nebius is led by former Yandex engineers who left Russia and are deploying $2B to build AI-native data… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
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Earnings
Next report: 9 Nov 2026
Confirmed date · consensus EPS -0.90. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 12 Aug 2026 | before the open | -0.12 vs -0.64 | +22.0% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where NBIS’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 3 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-12 | ||||||
| 2026-07-01 | ||||||
| 2026-05-14 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
NBIS is in this morning’s Brief.
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