

🐐 $NBIS · Q1 print +18% pre-market. Sunday scanner had it 4 days ago. Full debrief + 8 trader questions answered.
TL;DR: Nebius (NBIS) dropped Q1 earnings. Revenue +684% YoY to $399M, blew past consensus. Pre-market gapped +18.98%. Our Sunday scanner had it on the watchlist 4 days before the move. Next list drops Sunday.
The print in 3 lines
- Revenue: +684% YoY to $399M (beat $375M–$388M consensus)
- 2026 guidance reiterated: $3.0B–$3.4B
- Pre-market: +18.98% at $213
You're reading about it on Reddit. Our Sunday scanner emailed it 4 days ago.
Full debrief below. What NBIS does, why it ran, how we had it on the radar, and how to build your own weekly watchlist.
Why is $NBIS up today?
NBIS reported Q1 2026 earnings before the bell.
Revenue exploded 684% year-over-year to $399 million, crushing the $375M–$388M consensus. The company reiterated full-year 2026 revenue guidance of $3.0B–$3.4B and highlighted accelerating run-rate momentum.
Add $46B+ in signed AI infrastructure contracts (Microsoft + Meta) and the $2B Nvidia strategic investment, and today's print validated the ramp.
Stock gapped +18.98% pre-market.
What does Nebius Group (NBIS) actually do?
Nebius Group is a European AI cloud infrastructure company. They sell GPU capacity to hyperscalers and AI labs. AWS for the GPU layer.
Spun out of Yandex after the Russian invasion of Ukraine. Re-listed on NASDAQ as a pure-play AI compute provider.
Three main revenue lines:
- AI Cloud: multi-tenant GPU capacity, the core business
- Token Factory & Aether: newer AI inference and developer tooling
- Tavily (acquired): agentic search and developer reach
Capacity scaling fast: ~170 MW at end-2025 → 800–1,000 MW by end-2026.
2026 capex guidance: $16B–$20B.
Who are Nebius's biggest customers?
- Microsoft: $17.4B–$19.4B dedicated AI capacity contract
- Meta: $27B over 5 years ($12B locked + $15B available compute, on Nvidia Vera Rubin)
- Nvidia: $2B direct investment to expand data center capacity
These three names alone account for most of the 2026 revenue ramp.
Customer concentration is real. Contracts are signed and multi-year.
Is NBIS a buy after earnings?
From a technical lens (not financial advice):
Pre-market at $213 already cleared the 2R target ($204.98) we projected Sunday. Eyeing 3R at $230.22.
GOAT Score sits at 72 (above the 60 entry threshold).
But chasing an 18%+ pre-market gap is rarely the cleanest setup. The Trinity playbook prefers waiting for the first pullback that resets Neural before re-entering.
How do you find stocks like NBIS before they move?
Three things have to line up:
- Sector tailwind: AI infrastructure is the macro story right now
- Earnings catalyst: Q1 date was public on every calendar weeks ago
- Pre-print momentum: already above both moving averages, rising volume, positive relative strength
Our Sunday scanner automates exactly that.
How do you build a stock watchlist for the week?
Answer these three questions first:
- Which sectors are leading right now?
- Which stocks in those sectors are showing relative strength?
- Which of those have a near-term catalyst?
Skip the macro layer and you're picking random charts. Do it right and you fish in the right pond.
A typical Sunday watchlist for the Herd:
- 5–10 long candidates
- 3–5 short candidates
- Full macro overlay (TECH / METALS / SECTORS / MACRO quadrants)
How do you clone a watchlist into TradingView with one click?
TradingView shareable links drop the entire list straight into your sidebar.
Members get the Sunday Bulls & Bears list as a one-click clone link inside the email. No copy-paste, no typos. Ready to chart Monday morning.
Can I scan TradingView myself using custom indicators?
Yes, if you have a paid TradingView plan.
The Pine Screener (rolled out by TradingView in 2025) lets you run any Pine Script indicator across the entire market and filter live.
With the GOAT Toolkit, Neural Engine, and MCC loaded, you can build a custom Pine Screener that filters for "Score above 60, Neural surging, MCC fully green." It returns every ticker meeting those conditions in real time.
👉 Full walkthrough: The AlgoatTV 10-Second Breakout Screener guide
What the GOAT dashboard showed on NBIS before the print
- Score: 72 (valid entry zone)
- Trend: Uptrend, Gaining Power
- MCC: 🟢🟢🟢🟢 across all four quadrants
- Neural: SURGING 78%, above both MAs, Squeeze + SUP lifting
- 28/28 ALPHA GOAT 🐐
- 2R target: $204.98 · 3R: $230.22
Pre-market hit $213. Through 2R. Eyeing 3R.
Where the actual edge lives
Every Sunday, the scanner emails the Herd the full Bulls & Bears watchlist with the one-click TradingView clone link.
NBIS was on it 4 days before today's move.
Next list drops this Sunday.
If you're not on the email, you'll be reading about another +18% mover on Reddit Tuesday morning. Same as today.
7-day trial. No card. No auto-charge.
What you get on day one:
- 🐐 Full Trinity stack (GOAT + Neural + MCC) on every chart
- 📡 Sunday scanner email + one-click TradingView clone link
- 🔍 Pine Screener access + the 10-Second Breakout guide
- 🤖 AI Quant (trained on the Trinity)
- 💬 Discord live calls (fire before they hit Reddit)
- 📓 Journal + Academy + weekly market report
If the scanner doesn't put a setup like NBIS on your radar in the first week, you walk. No harm done.
→ Start the free 7-day trial, no card required
🐐 Who got the Sunday email and saw NBIS on the watchlist? Drop a 🐐 in the comments.
⚠️ Educational only. Not financial advice.