Communication Services · NBIS
Nebius Group stock sentiment
An AI-cloud upstart with a fast-growing, high-conviction following on finance social.
How Quantral scores NBIS sentiment
Quantral reads the public conversation about Nebius Group across finance X, Reddit, Substack, and finance shows on YouTube, then distills it into a single signal score from 0 to 100. It is not a vote count: a hundred low-quality posts can matter less than a handful from voices with a real track record.
The score weighs how much NBIS is being discussed against how strong and credible that discussion is. The sentiment behind it is broken out across positive, negative, and noise, and the people driving it are weighted by their own record, so the loudest take is not automatically the one that moves the number.
The live NBIS score, its sentiment split, and the most recent mentions update continuously in the app. The monthly counts on this page are a dated snapshot of what Quantral tracked, not the live feed.
@itsalasdairmann· Aug 13Do you think $NBIS or DataOne is worried about paying a $2k per day fine when >$5m/day revenue is at stake? The meeting for the site approval is in a few days + management would've said something yesterday if there was a real problem
@ren_stocks· Aug 13This week I’ve beaten Burry twice. Once with $NBIS (this guy doubled down on his short ffs, let’s see if we can reach his max pain level). The other, ranking higher than him on Rising in Finance. Michael BURRIED.
Public posts about Nebius Group across the sources Quantral reads, since May 2026.
As of 2 November 2026, see the latest feed in the app.
Bullish and bearish views on NBIS
Monthly recaps of the Nebius Group chatter we track. In October 2026, 79% of tracked NBIS posts were bullish, 16% bearish.
Nebius crushed Q1 estimates in mid-May with $399M revenue and an ARR surge to $1.92B, and on the call posters highlighted the CEO saying they're building capacity for 2027 demand. People on X and Reddit kept adding and boasting about gains, then the stock jumped another 12% after-hours late in the month when Leopold Aschenbrenner disclosed a 5.6% stake.
Nebius hit a new all-time high in June after disclosing $46 billion in signed contracts and hiring a former AWS senior sales leader, which on X fueled speculation it could land an OpenAI deal. The stock's strength drew bullish posts about AI memory shortages, while Reddit chatter showed some skepticism about the run-up.
In July, Nebius secured a $775 million loan against its deployed AI infrastructure, a deal that posters on X saw as proof its backlog was financeable. Despite that, the stock later tumbled with a record drop in a key momentum stock basket, leaving it nearly 50% off its all-time high.
In August, Nebius reported quarterly revenue up 454% YoY to $582 million, sparking celebration among posters who also cheered a $5 billion convertible note offering. The strong results and capacity expansion plans fueled confidence, with X users joking about Michael Burry's short position and one Redditor closing out LEAPS calls for a loss.
Nebius partnered with Palantir early in the month and later announced ~20% price hikes on its H100, H200, B200 and B300 GPU instances starting October 1. Posts on X framed the deal as a long-awaited catalyst and cheered the hikes as proof of pricing power, while a few on r/wallstreetbets warned about dilution.
Nebius revealed over $29 billion in infrastructure deals with Microsoft and Meta, acquired inference startup Inferize, and its CEO met Dutch officials on expansion. On X and Reddit, many pointed to the partnerships as validation, though some cautioned the stock was overextended.
November so far, recapped in the app
See all inside the appNBIS insider trading: executives and Congress
| Insider | Title | Trade | 10b5-1 plan | Filed | Shares | Value |
|---|---|---|---|---|---|---|
| Arne Grimme | Director | Bought | – | · Oct 30, 2026 | $25,074 | |
| Arne Grimme | Director | Bought | – | · Oct 29, 2026 | $32,603 | |
| Arne Grimme | Director | Bought | – | · Oct 29, 2026 | $25,136 | |
| Arne Grimme | Director | Bought | – | · Oct 26, 2026 | $57,823 | |
| Arne Grimme | Director | Bought | – | · Oct 26, 2026 | $32,591 |
| Member | Party | State | Chamber | Trade | Traded | Amount |
|---|---|---|---|---|---|---|
| Alan Armstrong | R-OK · SenateR | Bought | · Mar 30, 2026 | $1,001 - $15,000 |
About Nebius Group
Nebius Group N.V. is an internet content and information company that focuses on computer programming and data processing services. It provides cloud infrastructure and technology services.
Nebius Group
The voices behind the NBIS conversation
The tracked accounts posting about Nebius Group most since May 2026. Each one carries a public track record in the app, graded on how its past calls played out.
Quantral on NBIS
Where Nebius Group shows up in our data stories and guides.
Common questions about NBIS stock
Working through NBIS yourself? Our six-step guide to researching a stock walks a real name end to end.
The app has the live answer: a 0 to 100 NBIS score that updates as new posts come in, built from recent volume, the sentiment behind it, and the credibility of who is posting. In October 2026, 79% of the NBIS posts from the accounts we track were bullish and 16% bearish. The numbers on this page are dated snapshots.
Quantral does not publish an NBIS forecast, price target, or prediction. It measures the Nebius conversation instead: how much the sources it reads are talking about NBIS, how bullish that talk runs, and whether it comes from accounts whose past calls held up. Tracked voices that post their own NBIS forecasts get graded against what the stock did next.
Between May 2026 and October 2026, $NBIS drew 4,596 tracked mentions across the curated finance voices Quantral reads on X, Reddit, and Substack. That total counts only the sources Quantral follows, not the whole internet.
Three inputs: how much Nebius Group is being discussed, the sentiment of that discussion, and the track record of the accounts driving it. The sharpest swings come when the tracked voices have something to argue over: an earnings date, a product announcement, a sudden price move.
Quantral reads a curated set of finance voices on X, Reddit, and Substack, plus finance shows on YouTube. It scores every NBIS mention from those sources for sentiment and grades each account or show speaker on how its past calls worked out, so a proven record counts for more than a loud one.
This page holds the dated trail: monthly recaps of the Nebius Group conversation and the tracked voices posting about it most. The live NBIS feed is in the app, where Quantral scores each new mention as it lands.
In the last 12 months NBIS insiders filed 114 open-market sales worth $319.5 million and 11 purchases worth $330,440. 87% of those sales were pre-planned 10b5-1 sales. These are Form 4 filings with the SEC, open-market trades only: option exercises, grants and gifts are left out.
A 10b5-1 plan is a trading plan an insider sets up in advance, while not holding material nonpublic information, that schedules future trades by date, price or formula. Trades then run on the plan, so a planned sale says less about the insider's current view than a discretionary one. In the last 12 months, 87% of NBIS insider sales were made under one.
The app shows Nebius's next confirmed earnings date, pulled live so it cannot go stale the way a date printed on this page would. Earnings is when the NBIS conversation peaks: tracked voices post their takes before the call and argue over the numbers after, and the score swings with them.
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Public data, scored. Not financial advice, do your own research.