Nebius has been high on investors’ radars amid a series of expansion news, contract wins and a surging stock price.
- NBIS stock gained 6% to hit a record on Wednesday.
- NBIS will join the Nasdaq-100 on June 22.
- Analysts expect Nebius’ revenue to rise nearly sevenfold in 2026, with strong growth continuing in subsequent years.
Nebius Group N.V. stock is on a red-hot streak as its inclusion in the Nasdaq-100 nears, fueling optimism among retail traders while intensifying pressure on investors betting against it.
NBIS shares gained 6% on Wednesday to close at a record high and added another 3.8% in overnight trading. The stock is now on track for its best weekly performance since mid-May and has surged 21% since last Friday, the day after Nasdaq announced it would join the Nasdaq-100 on June 22.
Other companies added to the index include CoreWeave, Inc., Astera Labs, Inc., Rocket Lab USA, Inc., and Teradyne, Inc. Stocks often rally following index inclusion because funds and ETFs that track the benchmark are required to purchase the newly added shares, boosting demand and trading volume.
NBIS In Focus
Nebius has been high on investors’ radars amid a series of expansion news, contract wins and a surging stock price.
Last week, the company announced plans to set up three data centers in the UK, with a total outlay of 1.7 billion pounds ($2.3 billion). Before that, it announced plans for a 310-megawatt data center in Finland, which would be one of the continent's largest with an estimated value of more than $10 billion, and a 240-megawatt data center in France.
After securing a major contract from Microsoft last year, Nebius announced in March 2026 a $24 billion deal with Meta Platforms, a development that some analysts saw as the company’s progression toward becoming a key AI hyperscaler.
Last month, Situational Awareness, an AI hedge fund led by former OpenAI researcher Leopold Aschenbrenner, disclosed a 5.6% stake in the neocloud company, making it one of the fund’s largest bets and helping increase investor conviction.
NBIS Stock Insights, Retail View
The developments have supercharged the NBIS stock, which is up 236% year-to-date. Notably, short interest has risen in tandem with the stock price. Currently, a record 17.6% of Nebius shares are sold short, according to Koyfin, prompting some traders to speculate that the stock could be setting up for a short squeeze.
“$NBIS jumped on board today for the Nasdaq 100 inclusion and short squeeze. Let’s go!” a trader said, while another wrote: “$NBIS shorts drowning in losses.”
“$NBIS Only 7 million shares above average traded today suggests there will be much more Nasdaq-100 buying tomorrow or Monday morning,” forecasted a trader.
As of late Wednesday, 24.4 million shares of NBIS were traded, per Stocktwits data, exceeding the stock’s daily average volume of 19 million.
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