Nebius Group N.V. (NBIS) Stock: Dips 5.35% Amid Record Earnings and New AI Deal with Meta

TLDR:

• Nebius stock drops 5.35% despite strong Q3 revenue growth.
• $146M Q3 revenue surge for Nebius, but net loss hits $119.6M.
• Nebius lands $3B deal with Meta for AI infrastructure.
• Nebius to issue 25M shares through ATM equity program.
• Company doubles down on AI, expanding infrastructure and tech.

Nebius Group N.V. (NASDAQ: NBIS) witnessed a notable drop of 5.35% in its stock price, which fell to 104.07 after the company announced its third-quarter financial results for 2025.

Nebius Group N.V., NBIS

The downturn occurred just around the time of the earnings call, which featured significant updates on the company’s performance and future plans. Despite reporting a surge in revenues and a major new agreement with Meta, the company’s stock struggled to maintain positive momentum.

Financial Performance: A Mixed Bag of Growth and Losses

Nebius reported impressive revenue growth in Q3 2025, with a 355% increase year-over-year, bringing in $146.1 million. This sharp rise, driven by its AI infrastructure business, signals strong demand for Nebius’s services. However, the company’s adjusted EBITDA loss improved by 89%, though it still posted a negative figure of $5.2 million, reflecting the high costs associated with its growth.

Nebius faced a significant net loss from continuing operations, which surged to $119.6 million. The company’s operating expenses increased dramatically, with product development and depreciation costs climbing in line with its expansion strategy. The company’s net loss for the first nine months of 2025 stands at $273.7 million, a sharp reversal from a profit during the same period in 2024.

Strategic Deal with Meta and ATM Equity Program

Nebius announced a new agreement to provide AI infrastructure to Meta, valued at $3 billion over the next five years. This deal is set to play a key role in the company’s future growth, as it will further cement Nebius’s position as a key player in the AI industry. Nebius plans to use this partnership to bolster its capabilities and provide cutting-edge solutions to its clients.

Nebius unveiled an at-the-market (ATM) equity program, allowing the company to issue up to 25 million Class A shares. The program will help Nebius meet its ongoing capital needs while being sensitive to shareholder dilution. The company will file a prospectus supplement for the program on November 12, 2025, and intends to evaluate its use based on evolving financial requirements.

Nebius’s Investment in the Future of AI Infrastructure

Nebius’s focus remains firmly on expanding its AI infrastructure capabilities. The company continues to develop proprietary software and hardware solutions tailored to the needs of AI developers and organizations. With a solid foundation built through its partnerships and technology innovations, Nebius aims to capitalize on the growing demand for AI services, despite facing a tough financial landscape.

The company’s additional businesses, such as Avride, focused on autonomous driving technology, and TripleTen, an edtech platform, contribute to its diversified portfolio. Nebius’s strategy combines AI infrastructure with emerging technologies, setting the stage for future growth. While the stock faced a short-term decline, the long-term outlook remains centered on expanding its market share across various high-demand sectors

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