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Source document· July 12, 2026

Why Nebius Rocketed 230% in the First Half of 2026

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Why Nebius Rocketed 230% in the First Half of 2026 Key Points Nebius received an investment from Nvidia, and announced large computing deals with reputable customers…

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Demand for compute was still vastly outstripping supply, suggesting strong results ahead.
60% confidence
Older Nvidia H100 rental pricing had increased by some 40% in March compared with October.
60% confidence
Nebius trades at a frothy-looking 16.4 times this year's average revenue estimate, but that price-to-sales ratio compresses to just five times the average 2027 revenue estimate, and just three times the most optimistic analysts' estimate — actually a very reasonable valuation, though it implies more-than-tripling of revenue next year.
60% confidence