Stocks & Investing·May 19, 2026

Nebius: 45% Margins Don't Justify A 16x Sales Multiple

Nebius (NBIS) Q1 surge meets rising CapEx, dilution risk, and neocloud competition concerns. Read the full analysis here.

SeekingAlphaMay 191 min readSingle source

Nebius: 45% Margins Don't Justify A 16x Sales Multiple — Image · SeekingAlpha

The gist

1-point summary · 1 min

Nebius (NBIS) Q1 surge meets rising CapEx, dilution risk, and neocloud competition concerns. Read the full analysis here.

Nebius (NBIS) Q1 surge meets rising CapEx, dilution risk, and neocloud competition concerns.

45%

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This storyNebius: 45% Margins Don't Justify A 16x Sales MultipleSeekingAlpha 16d agoNvidia Q1: No Stopping This TrainSeekingAlpha 16d agoNvidia: The Market Is Wrong About Q1SeekingAlpha 16d agoAnalysis of Nvidia’s First-Quarter EarningsBloomberg Markets 16d agoNvidia Faces High Expectations as It Reports EarningsBloomberg Markets 16d agoNvidia’s Quarterly Sales Outlook Disappoints InvestorsBloomberg Markets 16d agoNvidia (NVDA) Reports Earnings Tomorrow: What To ExpectYahoo 16d agoNVIDIA Corporation 2027 Q1 - Results - Earnings Call PresentationSeekingAlpha 16d agoNvidia Stock Is Down Ahead of Conference Call. So Are These Chip Stocks.Yahoo 16d agoNVIDIA CORP (NASDAQ:NVDA) Delivers Record Q1 Revenue and Earnings Beat, Stock Rises in After-Market TradingChartMill 16d agoNvidia Q1 earnings: AI infrastructure outlook 'remains intact'Yahoo 16d agoNvidia releases highly anticipated quarterly resultsYahoo 16d agoThe Key Takeaways From Nvidia's Earnings and ForecastYahoo

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Last updated · 8:00:00 PM

Yahoo Finance

Open$752.31

Range$735.53 – $752.82

Volume76.45M

24h$735.52 – $752.82

Nebius (NBIS) Q1 surge meets rising CapEx, dilution risk, and neocloud competition concerns. Read the full analysis here.

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