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At close · Fri, Nov 13, 2026
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Home›Earnings›Results›Analyst Shrugs Off Nebius Data Center Delay As 'Slight…

Analyst Shrugs Off Nebius Data Center Delay As 'Slight Blemish' on Strong Quarter

Nebius Group (NASDAQ:NBIS) stock fell Friday, extending Thursday’s nearly 17% sell-off as investors weighed a weaker 2026 revenue forecast and data center delays. NVIDIA Corp. (NASDAQ:NVDA) CEO Jensen Huang’s resignation and a wider loss at rival Nscale also pressured neocloud stocks . However, Rosenblatt Securities analyst John McPeake remains bullish on Nebius despite the near-term challenges. Rosenblatt Sees Strong Growth Despite Delays On Thursday, McPeake maintained a Buy rating and a $304 price forecast on Nebius. The analyst said Nebius exceeded all major third-quarter performance expec

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