Key Highlights
- Nebius Group (NBIS) secured a spot in the Nasdaq-100 index, with the change taking effect on June 22, 2026, as part of Nasdaq’s regular quarterly rebalancing.
- Shares of NBIS climbed 12.9% during after-hours trading on Thursday following the announcement, with momentum continuing into Friday’s session.
- The company delivered first-quarter 2026 revenue of $399 million, representing a remarkable 684% increase compared to the prior year period.
- With year-to-date gains exceeding 160%, NBIS outperforms all other new Nasdaq-100 entrants.
- Company insiders have offloaded $131 million worth of shares during the last three months, with zero insider purchases recorded.
Nebius Group (NBIS) has earned its place among the elite companies in the Nasdaq-100 index. The announcement came Thursday as Nasdaq revealed its quarterly index adjustments, confirming NBIS will officially enter the benchmark before trading begins on June 22.
Shares experienced an immediate pop of 12.9% in extended trading Thursday evening following the disclosure. As of Friday’s update, NBIS was changing hands at $229.15, representing an additional 3% advance.
The Nasdaq-100 serves as the underlying benchmark for more than 200 financial products managing over $800 billion in assets globally. Index-tracking funds and exchange-traded funds must purchase NBIS shares prior to the June 22 implementation date, which typically generates consistent demand during the lead-up period.
Nebius enters the prestigious index alongside Astera Labs (ALAB), CoreWeave (CRWV), Rocket Lab (RKLB), and Teradyne (TER). Meanwhile, Charter Communications, Cognizant, Insmed, Verisk Analytics, and Zscaler are being removed from the index.
Among the five incoming companies, Nebius claims the top spot for 2026 performance with a 165.5% gain year-to-date. Astera Labs follows with 120.9%, then Teradyne at 97.0%, Rocket Lab at 64.5%, and CoreWeave at 33.7%.
Explosive Revenue Growth Fuels Index Recognition
The prestigious index invitation follows an exceptional first quarter in 2026. Nebius disclosed quarterly revenue of $399 million — representing a staggering 684% leap from the $50.9 million generated during Q1 2025.
Adjusted EBITDA flipped to a positive $129.5 million, a dramatic turnaround from the $53.7 million loss recorded in the corresponding quarter of the previous year.
Nebius maintains strong backing from Nvidia and operates under long-term infrastructure contracts with technology giants Microsoft and Meta. A substantial multiyear revenue agreement worth $17 billion with Microsoft has served as a cornerstone of the company’s expansion trajectory.
Recent strategic initiatives include a £1.7 billion commitment to establish Nvidia infrastructure throughout the UK, a Physical AI Living Lab collaboration with Nvidia targeting robotics ventures, and plans for a massive 1.2 GW AI facility in Pennsylvania.
Valuation Metrics and Insider Transactions Warrant Attention
Despite impressive price appreciation, certain financial indicators suggest caution. NBIS currently commands a P/E ratio of 73.01x, significantly elevated compared to broader market averages.
The company’s GF Score registers at 52 out of 100, indicating middling overall assessment. Financial strength scores just 4/10, profitability achieves 5/10, and growth potential rates 6/10.
Insider transaction patterns have skewed bearish. Throughout the previous three months, company insiders have liquidated $131 million in shares. No insider purchase activity has been documented during this timeframe.
The Amsterdam-headquartered enterprise, which emerged from Russian technology giant Yandex following sanctions related to the Ukraine conflict, currently maintains a market capitalization of roughly $56.43 billion.
NBIS has surged more than 160% since the beginning of 2026, positioning it among the top performers within the AI infrastructure sector this year.
Get 3 Free Stock Ebooks
Discover top-performing stocks in AI, Crypto, and Technology with expert analysis.
- Top 10 AI Stocks - Leading AI companies
- Top 10 Crypto Stocks - Blockchain leaders
- Top 10 Tech Stocks - Tech giants
