Nebius: The AI-Pocalypse Panic Is A Buying Opportunity
A Seeking Alpha article reaffirms a buy rating on Nebius, citing sustained hypergrowth, robust demand, and improving profitability. The company raised its year-end contracted capacity guidance to 5GW, reported a 41% adjusted EBITDA margin in Q2, and narrowed net losses while maintaining a debt-to-equity ratio of 1.7.
Why it matters — The raised capacity guidance and strong margin and balance-sheet figures signal accelerating operational momentum and growing demand for Nebius' AI infrastructure.