View Future GrowthNebius Group 過去の業績過去 基準チェック /16Nebius Groupの収益は年間平均-2.2%の割合で減少していますが、 Software業界の収益は年間 増加しています。収益は年間9.7% 35.1%割合で 減少しています。 Nebius Groupの自己資本利益率は10.2%であり、純利益率は83.8%です。主要情報-2.20%収益成長率1.51%EPS成長率Software 業界の成長14.88%収益成長率-35.09%株主資本利益率10.15%ネット・マージン83.76%前回の決算情報31 Mar 2026最近の業績更新更新なしすべての更新を表示Recent updatesRecent Insider Transactions • Jul 18Independent Non-Executive Chairman recently sold €1.2m worth of stockOn the 15th of July, Johanna Boynton sold around 7k shares on-market at roughly €172 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €9.6m. Johanna has been a net seller over the last 12 months, reducing personal holdings by €2.5m.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €155, the stock trades at a trailing P/E ratio of 59.8x. Average forward P/E is 15x in the Software industry in Germany.お知らせ • Jul 16Nebius Introduces Business Model To Scale AI Cloud Globally Through Infrastructure PartnershipsNebius announced a new business model that lets infrastructure partners deploy Nebius’s full-stack AI cloud platform in their own AI data centers. Under the model, partners finance and own the infrastructure and hardware, and operate the data centers. Nebius supplies its systems architecture and supply-chain access; deploys and maintains its hardware design and software and services stack on the partner infrastructure; and takes the resulting capacity to market through its global sales organization. Partners get fully-owned AI infrastructure assets, designed to Nebius standards, and a fast route to serve the AI cloud market. Nebius’s architecture and platform transform a partner’s raw capacity into a production-ready AI cloud, which Nebius then connects to customers. Because Nebius brings the demand, partners can begin generating a return as soon as the capacity goes live. For Nebius, this asset-light approach expands the capacity it can offer its customers, such as AI natives and enterprises, with minimal incremental capital requirements. Partners’ data centers will join the Nebius capacity pool, adding incremental capacity to that coming online from Nebius’s owned data centers and colocations. Nebius anticipates pursuing a variety of economic arrangements under this partnership model, including revenue-sharing agreements, licensing fees and commissions, as well as committed capacity arrangements that would provide Nebius with access to additional compute to be sold to customers. The company has already entered into initial arrangements under this asset-light model. As part of the partnership agreements, Nebius will equip partner teams to run the site and will remain responsible for the cloud software and service levels, while the partner manages the facility and hardware. Customers receive the same standard of service whether they run on Nebius’s own infrastructure or a partner’s.Recent Insider Transactions • Jul 07Founder recently sold €9.6m worth of stockOn the 1st of July, Arkady Volozh sold around 47k shares on-market at roughly €207 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Arkady has been a net seller over the last 12 months, reducing personal holdings by €13m.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €184, the stock trades at a trailing P/E ratio of 79.8x. Average forward P/E is 18x in the Software industry in Germany.お知らせ • Jun 25Nebius Unveils Nebius AI Cloud 3.6 With New Developer Experience, Security, Governance, And Storage EnhancementsNebius unveiled Nebius AI Cloud 3.6, adding new developer experience, security and governance improvements, as well as enhanced storage capabilities for teams running AI in production on Nebius’s full-stack AI cloud platform. Version 3.6 of Nebius AI Cloud “Aether” introduces Nebius Echo, an AI agent for controlling cloud infrastructure using natural language. Built directly into the Nebius AI Cloud web console, Echo can answer questions and execute core operations, with guardrails to prevent unintentional actions. Nebius Echo runs on open-source models hosted on Nebius Token Factory, Nebius’s production inference platform. The first-look version released covers core cloud services, with infrastructure debugging and multi-step infrastructure-as-code deployments among upcoming features on the roadmap. Aether 3.6 delivers a broader set of developer experience improvements targeting the time teams lose before the real work begins. This includes one-click access and deeper integration with SkyPilot, with no control plane to maintain; a new step-by-step instance creation workflow; global search across all services and tenants; a unified Notification Center; and more. Nebius is opening the Nebius Builder Program in early preview, offering developers and ML engineers credits across Nebius AI Cloud, Nebius Token Factory, and Nebius Academy, plus engineer office hours and a builder community. Members of the Nebius Builder Program get early access to the new Nebius Certifications program developed by Nebius Academy, starting with AI Cloud Ops (Associate), available now. Additional tracks for AI application builders, solutions architects, infrastructure engineers, and business leaders across the Nebius ecosystem will be introduced in the coming weeks. The new release of Nebius AI Cloud extends the security and governance controls that teams need to run sensitive workloads in regulated environments. A new Key Management Service (KMS) with customer-managed encryption keys (CMEK) and cryptographic erasure puts control of data encryption into customers’ hands, while Workload Identity Federation enables credential-free authentication across environment boundaries. Other enhancements include more granular controls for Soperator, Nebius's managed Slurm-on-Kubernetes service, and Managed Kubernetes, including a new “Bring Your Own Image” (BYOI) feature for hardened or compliance-validated base images. The release introduces a new Budgets feature, letting FinOps teams set spending targets and threshold-based alerts across projects. Nebius AI Cloud 3.6 delivers local SSDs on GPU servers for high-performance caching, removing I/O bottlenecks during training and inference. A new Intelligent Object Storage Class automatically moves archived data to a lower-cost tier, with no request or egress fees. Using the Enhanced class, Object Storage shows 30% more read bandwidth for single-threaded client connections. On the shared filesystem, 4K file operations deliver 3x more IOPS, metadata-heavy workloads deliver up to 100x more IOPS, and validated cluster sizes now reach 100 PB. Nebius AI Cloud Aether 3.6 — at a glance: Developer experience: Nebius Echo, an AI agent for natural-language infrastructure control; Managed Service for SkyPilot; Unified Notification Center; Global Search; New instance creation workflow; Updated pricing calculator. Security and governance: KMS with customer-managed encryption keys (CMEK); Workload Identity Federation; Soperator IAM-based access; Managed Kubernetes API access control; Budgets; Bring Your Own Image (BYOI); Datadog Log Management integration; Disk snapshots. Storage and other platform improvements: Intelligent Object Storage Class with automatic cost-tier migration; 30% read Object Storage bandwidth improvement for single-thread connections; Local SSD disks on GPU servers; 3x more IOPS for 4K files operations and up to 100x more IOPS for metadata-heavy workloads for Shared Filesystem; Validated filesystem clusters size up to 100 PB; Kubernetes v1.34 support.Recent Insider Transactions • Jun 16Independent Non-Executive Chairman recently sold €1.3m worth of stockOn the 15th of June, Johanna Boynton sold around 6k shares on-market at roughly €218 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.0m. This was Johanna's only on-market trade for the last 12 months.お知らせ • Jun 09Nebius Launches Physical AI Living Lab For UK And European Robotics Startups Built With NVIDIA TechnologiesNebius announced the Physical AI Living Lab, a six-month program that equips British and European robotics startups with NVIDIA's physical AI development tools and Nebius's AI cloud infrastructure. Physical AI depends on large-scale simulation, synthetic data, and accelerated compute that most early-stage robotics companies cannot assemble on their own. The Physical AI Living Lab removes that barrier, putting the same class of tooling and compute used to build physical AI at scale into the hands of founders, so they can move from simulation to real-world deployment faster. The Lab builds on Nebius and NVIDIA's collaboration to create a cloud platform for robotics and physical AI. The companies intend to extend the Physical AI Living Lab to other regions over time and bring in further cohorts as the program grows. Participating startups in the Physical AI Living Lab will work hands-on using NVIDIA technologies to deploy their physical AI workloads — NVIDIA OSMO for workload orchestration, NVIDIA Cosmos world foundation models, and NVIDIA Isaac Sim and NVIDIA Isaac Lab for robot simulation and training — together with the NVIDIA Physical AI Data Factory Blueprint, all running on Nebius infrastructure. Synthetic data generation is provided through Voxel51's FiftyOne integration, built on Cosmos world foundation models. The first phase of the Physical AI Living Lab will run on Nebius's UK-based infrastructure, built on NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. Beyond the simulation and training tools, participants build, fine-tune and run their models on Nebius AI Cloud — the company's full-stack platform for taking AI from data and training through to production deployment. Applications run through the NVIDIA Inception pipeline. The first cohort will begin in September 2026. Engineers from both Nebius and NVIDIA will provide technical guidance throughout the program.Recent Insider Transactions • Jun 06Chief Revenue Officer recently sold €2.6m worth of stockOn the 2nd of June, Marc Boroditsky sold around 11k shares on-market at roughly €237 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.0m. Insiders have been net sellers, collectively disposing of €9.6m more than they bought in the last 12 months.Board Change • Jun 06High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Matt Weigand was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.収支内訳Nebius Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史XTRA:YDX 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 2687873546320831 Dec 255301038017730 Sep 2536311432617130 Jun 2524919028515831 Mar 25130-32526212431 Dec 2492-35225611530 Sep 24-5,834-852-1,563-58330 Jun 24-3,964-742-986-37231 Mar 248,6571292,8461,11431 Dec 2310-2991608730 Sep 237,3303192,33993930 Jun 237,1967452,27592231 Mar 237,4567492,34097131 Dec 2214-180575830 Sep 227,7625002,6201,11430 Jun 227,808-3022,7261,14231 Mar 224,782-3211,72469631 Dec 214,759-1961,64264830 Sep 214,360-1361,43861130 Jun 213,8902111,19657031 Mar 213,23321195752131 Dec 202,94633384949030 Sep 202,55432674744330 Jun 202,60111276945531 Mar 202,35619967938131 Dec 192,82620481047130 Sep 192,50729367641630 Jun 192,37430363839731 Mar 192,10870958136531 Dec 181,83266051332430 Sep 181,78168851533530 Jun 181,71265052333331 Mar 181,75118152835131 Dec 171,62915946532730 Sep 171,53411344331030 Jun 171,42713637229131 Mar 171,42411734829331 Dec 161,23411129125730 Sep 161,14513424824130 Jun 161,06516121522631 Mar 1695312818720831 Dec 1583213516118730 Sep 15859219149190質の高い収益: YDX 非現金収入 のレベルが高いです。利益率の向上: YDX過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: YDXの収益は過去 5 年間で年間2.2%減少しました。成長の加速: YDXは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: YDX昨年収益を上げたため、昨年の収益成長をSoftware業界 ( 16.9% ) と比較することは困難です。株主資本利益率高いROE: YDXの 自己資本利益率 ( 10.2% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/22 19:38終値2026/07/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nebius Group N.V. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31 アナリスト機関Andrew Charles BealeArete Research Services LLPBoris VilidnitskyBarclaysStefan Julien SlowinskiBNP Paribas28 その他のアナリストを表示
Recent Insider Transactions • Jul 18Independent Non-Executive Chairman recently sold €1.2m worth of stockOn the 15th of July, Johanna Boynton sold around 7k shares on-market at roughly €172 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €9.6m. Johanna has been a net seller over the last 12 months, reducing personal holdings by €2.5m.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €155, the stock trades at a trailing P/E ratio of 59.8x. Average forward P/E is 15x in the Software industry in Germany.
お知らせ • Jul 16Nebius Introduces Business Model To Scale AI Cloud Globally Through Infrastructure PartnershipsNebius announced a new business model that lets infrastructure partners deploy Nebius’s full-stack AI cloud platform in their own AI data centers. Under the model, partners finance and own the infrastructure and hardware, and operate the data centers. Nebius supplies its systems architecture and supply-chain access; deploys and maintains its hardware design and software and services stack on the partner infrastructure; and takes the resulting capacity to market through its global sales organization. Partners get fully-owned AI infrastructure assets, designed to Nebius standards, and a fast route to serve the AI cloud market. Nebius’s architecture and platform transform a partner’s raw capacity into a production-ready AI cloud, which Nebius then connects to customers. Because Nebius brings the demand, partners can begin generating a return as soon as the capacity goes live. For Nebius, this asset-light approach expands the capacity it can offer its customers, such as AI natives and enterprises, with minimal incremental capital requirements. Partners’ data centers will join the Nebius capacity pool, adding incremental capacity to that coming online from Nebius’s owned data centers and colocations. Nebius anticipates pursuing a variety of economic arrangements under this partnership model, including revenue-sharing agreements, licensing fees and commissions, as well as committed capacity arrangements that would provide Nebius with access to additional compute to be sold to customers. The company has already entered into initial arrangements under this asset-light model. As part of the partnership agreements, Nebius will equip partner teams to run the site and will remain responsible for the cloud software and service levels, while the partner manages the facility and hardware. Customers receive the same standard of service whether they run on Nebius’s own infrastructure or a partner’s.
Recent Insider Transactions • Jul 07Founder recently sold €9.6m worth of stockOn the 1st of July, Arkady Volozh sold around 47k shares on-market at roughly €207 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Arkady has been a net seller over the last 12 months, reducing personal holdings by €13m.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €184, the stock trades at a trailing P/E ratio of 79.8x. Average forward P/E is 18x in the Software industry in Germany.
お知らせ • Jun 25Nebius Unveils Nebius AI Cloud 3.6 With New Developer Experience, Security, Governance, And Storage EnhancementsNebius unveiled Nebius AI Cloud 3.6, adding new developer experience, security and governance improvements, as well as enhanced storage capabilities for teams running AI in production on Nebius’s full-stack AI cloud platform. Version 3.6 of Nebius AI Cloud “Aether” introduces Nebius Echo, an AI agent for controlling cloud infrastructure using natural language. Built directly into the Nebius AI Cloud web console, Echo can answer questions and execute core operations, with guardrails to prevent unintentional actions. Nebius Echo runs on open-source models hosted on Nebius Token Factory, Nebius’s production inference platform. The first-look version released covers core cloud services, with infrastructure debugging and multi-step infrastructure-as-code deployments among upcoming features on the roadmap. Aether 3.6 delivers a broader set of developer experience improvements targeting the time teams lose before the real work begins. This includes one-click access and deeper integration with SkyPilot, with no control plane to maintain; a new step-by-step instance creation workflow; global search across all services and tenants; a unified Notification Center; and more. Nebius is opening the Nebius Builder Program in early preview, offering developers and ML engineers credits across Nebius AI Cloud, Nebius Token Factory, and Nebius Academy, plus engineer office hours and a builder community. Members of the Nebius Builder Program get early access to the new Nebius Certifications program developed by Nebius Academy, starting with AI Cloud Ops (Associate), available now. Additional tracks for AI application builders, solutions architects, infrastructure engineers, and business leaders across the Nebius ecosystem will be introduced in the coming weeks. The new release of Nebius AI Cloud extends the security and governance controls that teams need to run sensitive workloads in regulated environments. A new Key Management Service (KMS) with customer-managed encryption keys (CMEK) and cryptographic erasure puts control of data encryption into customers’ hands, while Workload Identity Federation enables credential-free authentication across environment boundaries. Other enhancements include more granular controls for Soperator, Nebius's managed Slurm-on-Kubernetes service, and Managed Kubernetes, including a new “Bring Your Own Image” (BYOI) feature for hardened or compliance-validated base images. The release introduces a new Budgets feature, letting FinOps teams set spending targets and threshold-based alerts across projects. Nebius AI Cloud 3.6 delivers local SSDs on GPU servers for high-performance caching, removing I/O bottlenecks during training and inference. A new Intelligent Object Storage Class automatically moves archived data to a lower-cost tier, with no request or egress fees. Using the Enhanced class, Object Storage shows 30% more read bandwidth for single-threaded client connections. On the shared filesystem, 4K file operations deliver 3x more IOPS, metadata-heavy workloads deliver up to 100x more IOPS, and validated cluster sizes now reach 100 PB. Nebius AI Cloud Aether 3.6 — at a glance: Developer experience: Nebius Echo, an AI agent for natural-language infrastructure control; Managed Service for SkyPilot; Unified Notification Center; Global Search; New instance creation workflow; Updated pricing calculator. Security and governance: KMS with customer-managed encryption keys (CMEK); Workload Identity Federation; Soperator IAM-based access; Managed Kubernetes API access control; Budgets; Bring Your Own Image (BYOI); Datadog Log Management integration; Disk snapshots. Storage and other platform improvements: Intelligent Object Storage Class with automatic cost-tier migration; 30% read Object Storage bandwidth improvement for single-thread connections; Local SSD disks on GPU servers; 3x more IOPS for 4K files operations and up to 100x more IOPS for metadata-heavy workloads for Shared Filesystem; Validated filesystem clusters size up to 100 PB; Kubernetes v1.34 support.
Recent Insider Transactions • Jun 16Independent Non-Executive Chairman recently sold €1.3m worth of stockOn the 15th of June, Johanna Boynton sold around 6k shares on-market at roughly €218 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.0m. This was Johanna's only on-market trade for the last 12 months.
お知らせ • Jun 09Nebius Launches Physical AI Living Lab For UK And European Robotics Startups Built With NVIDIA TechnologiesNebius announced the Physical AI Living Lab, a six-month program that equips British and European robotics startups with NVIDIA's physical AI development tools and Nebius's AI cloud infrastructure. Physical AI depends on large-scale simulation, synthetic data, and accelerated compute that most early-stage robotics companies cannot assemble on their own. The Physical AI Living Lab removes that barrier, putting the same class of tooling and compute used to build physical AI at scale into the hands of founders, so they can move from simulation to real-world deployment faster. The Lab builds on Nebius and NVIDIA's collaboration to create a cloud platform for robotics and physical AI. The companies intend to extend the Physical AI Living Lab to other regions over time and bring in further cohorts as the program grows. Participating startups in the Physical AI Living Lab will work hands-on using NVIDIA technologies to deploy their physical AI workloads — NVIDIA OSMO for workload orchestration, NVIDIA Cosmos world foundation models, and NVIDIA Isaac Sim and NVIDIA Isaac Lab for robot simulation and training — together with the NVIDIA Physical AI Data Factory Blueprint, all running on Nebius infrastructure. Synthetic data generation is provided through Voxel51's FiftyOne integration, built on Cosmos world foundation models. The first phase of the Physical AI Living Lab will run on Nebius's UK-based infrastructure, built on NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. Beyond the simulation and training tools, participants build, fine-tune and run their models on Nebius AI Cloud — the company's full-stack platform for taking AI from data and training through to production deployment. Applications run through the NVIDIA Inception pipeline. The first cohort will begin in September 2026. Engineers from both Nebius and NVIDIA will provide technical guidance throughout the program.
Recent Insider Transactions • Jun 06Chief Revenue Officer recently sold €2.6m worth of stockOn the 2nd of June, Marc Boroditsky sold around 11k shares on-market at roughly €237 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.0m. Insiders have been net sellers, collectively disposing of €9.6m more than they bought in the last 12 months.
Board Change • Jun 06High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Matt Weigand was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.