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

November 13, 2026 Kaustubh Bagalkote

Summary

Nebius Group shares dropped following a reduced revenue forecast and data center deployment setbacks. Broader industry pressures, including a wider loss at a competitor and leadership changes at Nvidia, also weighed on neocloud stocks. Despite these near-term challenges, one market analyst maintains a positive long-term outlook for the company following a solid quarterly performance.

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…

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