[DEVELOPING] Nebius reports Q2 before the US open today with consensus at $569.9m revenue and a $0.72 loss per share
The print lands before the open on 2026-08-12 with a call at 8:00 a.m. ET, on consensus revenue of about $569.9m (roughly +442% year on year) and a loss per share near $0.72. The set-up is two-sided: the stock is up about 161% year to date and jumped roughly 27% on a $1bn-plus multi-year AI cloud agreement with Nvidia-backed Reflection AI, but has given back about 16% in the past week from a June peak near $300. Capex guidance is the swing factor after the 2026 target was raised to $20-25bn.