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NBIS Stock Forecast: How to Trade Nebius With USDT Margin on Bitunix

Update Time:2026/10/298 mAG101

Key Highlights

  • Nebius Group (NBIS) is a publicly listed AI infrastructure company focused on GPU cloud services.

  • NBIS stock is traded on NASDAQ and is influenced by AI demand, GPU capacity, and revenue growth.

  • Bitunix offers NBISUSDT perpetual futures for traders to speculate on NBIS price movements using USDT margin.

  • The contract is a derivative product, not actual stock ownership, and involves significant trading risk.

  • Nebius reported Q2 2026 revenue of $582.3 million (up 454% year over year) and annualized run-rate revenue (ARR) of $3.0 billion. NBIS stock closed at $182.34 on October 28, about 39% below its June high of $299.86.

NBIS Stock Forecast: How to Trade Nebius With USDT Margin on Bitunix

As GPUs become an increasingly essential tool for AI developers, research groups and large businesses, Nebius has stepped in to offer high-density GPU clusters as well as cloud-computing services customised for the training and deployment of AI models. For those wishing to gain exposure to the stock by trading on a native crypto exchange, Bitunix lists a NBISUSDT perpetual contract which allows you to trade an AI infrastructure company with USDT margin 24/7. This guide covers the NBIS stock forecast: what Nebius does, its latest results and guidance, what moved the stock, the risks, and what to watch when Nebius reports its next quarter.

What is Nebius Group (NBIS Stock)?

NBIS Stock

Source: Yahoo Finance

Nebius Group, based in the Netherlands, is an AI-focused technology and cloud infrastructure company. Its headquarters are in Amsterdam, and Arkady Volozh is CEO. It emerged from the restructuring of Yandex N.V., the Russia-founded tech group, after the geopolitical events of 2022. In July 2024 Yandex N.V. completed the sale of its Russia-based businesses, and the non-Russian assets that remained became Nebius Group. Yandex had listed on NASDAQ in 2011, and trading resumed under the ticker NBIS in October 2024.

Nebius specialises in owning and running GPU-based data centre infrastructure for AI model training and inference at scale. It serves the requirements of AI startups, AI research groups and other large businesses that may prefer to acquire computing capacity as an alternative to dealing with hyperscalers.

Nebius operates data centres in Finland and France and is building capacity in the US, including Kansas City, Missouri and Vineland, New Jersey. In March 2026, NVIDIA announced a $2 billion investment in Nebius, and Nebius signed a five-year agreement with Meta worth up to about $27 billion, with capacity delivery starting in early 2027.

NBIS Stock Price and Recent Performance

NBIS stock began trading on NASDAQ under its new ticker in October 2024. Investors who want to gain exposure to the AI infrastructure play have taken notice of the stock which has moved with the volatility characteristic of an early-stage company. Factors influencing the price of NBIS stock include the rate at which Nebius' GPU cluster capacity is utilised, new customer announcements, new data centres, AI sentiment and earnings reports detailing the company's top-line revenue as well as its gross margin trend.

NBIS stock at a glance

Details

Ticker and exchange

NBIS, NASDAQ

Headquarters and CEO

Amsterdam, Netherlands; Arkady Volozh

Last close (October 28, 2026)

$182.34

52-week range (StockAnalysis)

$73.52 to $299.86

Market cap (StockAnalysis)

About $50.0 billion

Dividend

None

Analyst consensus (StockAnalysis)

Buy (22 analysts); average target $281.00

Next earnings

Expected around November 10, 2026 (date to be confirmed by Nebius)

Bitunix contract

NBISUSDT perpetual

Latest Results: Nebius Q2 2026

Metric

Q2 2026

Revenue

$582.3M (+454% from $105.1M a year earlier)

AI cloud revenue

$574.9M

Adjusted EBITDA

$236.2M (vs a $21.0M loss a year earlier)

Net loss from continuing operations

$190.4M

Annualized run-rate revenue (ARR)

$3.0B at end of June (vs $1.9B at end of March)

Capital expenditure

About $5.7B in the quarter

2026 guidance (reaffirmed in August)

Range

Revenue

$3.0 billion to $3.4 billion

Year-end ARR

$7 billion to $9 billion

Adjusted EBITDA margin

About 40%

Capital expenditure

$20 billion to $25 billion (as reported in earnings-call coverage)

Nebius also targets 5 gigawatts of contracted power by the end of 2026 and says it has more than $40 billion of customer commitments. Prepayments from customers are expected to exceed $9 billion this year.

NBIS Stock Forecast and Price Target

Generally speaking, the sentiment towards the NBIS stock forecast has been positive based on analysts' expectations that the AI infrastructure spending cycle will continue over the coming years. Other bullish factors include an acute scarcity of GPUs around the world, the company's niche as a non-hyperscaler which caters to AI customers in Europe, the US and the rest of the world and partnerships, including the Meta and NVIDIA agreements.

Bullish drivers for a higher NBIS price target include ongoing revenue growth from its GPU cloud computing services, rising gross margins, further data centre expansion and expansion into new regions. Nebius is guiding to $7 billion to $9 billion of ARR by the end of 2026. Risk factors include competition from larger cloud computing companies, a capital-intensive business model, and customer concentration risk. Financing is a further risk: Nebius plans to spend $20 billion to $25 billion on capex in 2026, and has been adding debt facilities, such as the Citi facility above, alongside customer prepayments.

According to StockAnalysis, the consensus rating on October 28 was Buy from 22 analysts, with an average price target of $281.00 against a price of $182.34. Analyst targets are opinions, not predictions.

What to Watch for NBIS Stock in the Next Report

  • Revenue and ARR against the $3.0 billion to $3.4 billion and $7 billion to $9 billion year-end targets.

  • Adjusted EBITDA margin against the roughly 40% guidance.

  • Capex, new debt facilities and customer prepayments, which show how the build-out is being funded.

  • Progress on contracted power and on the Meta capacity due from early 2027.

How to Trade NBIS on Bitunix

A NBISUSDT perpetual contract is available on Bitunix which lets you trade on the stock price of NBIS using USDT as margin. You don't need a brokerage account, foreign currency exchange fees, a longer time-to-settle, or own a share directly.

Step 1: Open a Bitunix Account

Sign up at Bitunix and pass the KYC process to access Futures trading. To trade on mobile, download the Bitunix app.

Step 2: Fund your Futures Wallet

Fund your account with USDT through a supported network such as TRC-20 or ERC-20. No USDT yet? Buy crypto with a card or P2P (see how One-Click Buy works) and move it to your Futures wallet.

Step 3: Search for NBISUSDT

Navigate to the Futures tab and find the NBISUSDT market. Double-check the live price, funding rate, and order book depth before getting started. Check whether the US stock market is open: outside NASDAQ hours, the price follows Bitunix's own index and mark price mechanisms.

Step 4: Place Your Order

Choose your leverage, set up your stop-loss and take-profit prices, and then place your entry order using either limit or market options. Submit your trade for either a long or short position.

Example: how leverage changes risk on NBISUSDT

  • Margin of 100 USDT at 10x leverage gives 1,000 USDT of exposure. A 10% move against you equals 100 USDT, your entire margin. NBIS closed at $159.17 on October 22 and at $182.34 on October 28, a gain of about 15% in the following week.

  • The same margin at 20x gives 2,000 USDT of exposure, so a 5% move against you wipes out your margin.

  • These figures are illustrative and exclude funding. Liquidation can occur before a position loses all of its margin; learn how the liquidation price works.

Why Trade NBIS Stock on Bitunix

The USDT collateralization means that AI stock lovers who don't have traditional brokerages can still trade NBIS stock. NBIS exposure is available 24/7 via Bitunix NBIS futures, so you can trade around AI sector news, or NBIS-specific news, at any time of the day or night—including during non-NYSE/NASDAQ trading hours.

NBISUSDT vs. Buying NBIS Stock

Feature

NBISUSDT on Bitunix

NBIS shares via a broker

What you hold

A perpetual futures contract linked to the NBIS price

Actual Nebius Group shares

Ownership

Not a shareholder; no voting rights

Shareholder rights

Margin currency

USDT

Fiat (usually USD)

Leverage

Adjustable, with liquidation risk

Cash or broker margin

Direction

Long or short

Long; short via broker margin

Trading hours

24/7, with dedicated pricing when NASDAQ is closed

NASDAQ hours, plus extended hours at some brokers

Settlement

No share delivery; profit and loss in USDT

T+1 share settlement

How to compare exchanges before trading NBIS perpetuals

  • The leverage cap and margin rules for this specific contract.

  • How the exchange sets index and mark prices when NASDAQ is closed.

  • Order book depth and slippage on your usual position size.

  • Funding rate and other holding costs.

  • Security and transparency, such as proof of reserves and a protection fund (the Bitunix Care Fund).

Conclusion

Nebius Group has a unique position in the global AI infrastructure market, providing GPU cloud services beyond the US hyperscaler companies. For traders who want exposure to NBIS stock on a crypto-friendly platform, Bitunix's NBISUSDT contract is an effective way to trade NBIS with USDT and access the AI infrastructure stock 24/7. Growth is strong, with Q2 revenue up 454% and ARR of $3.0 billion, but the build-out is expensive and debt-funded, and NBIS stock has swung sharply. Treat the next earnings report as a test of that funding story, size positions small and set a stop-loss. Whether you're trading short-term NBIS or trying to trade the AI infrastructure theme more broadly, NBISUSDT at Bitunix is a strong way to trade Nebius stock from a crypto-native platform.

Ready to trade? Open NBISUSDT on Bitunix or create your account.

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Frequently Asked Questions

What is NBIS stock?

NBIS is the NASDAQ stock ticker for Nebius Group, an AI cloud provider. Nebius provides GPU-based compute services for training and running AI models for businesses and researchers.

What is the NBIS stock forecast?

Covered Nebius analysts have typically cited AI infrastructure demand as a strong driver for NBIS stock. Price targets have varied based on how fast Nebius is growing, GPU utilization, and other factors in the broader AI economy. According to StockAnalysis, the consensus rating on October 28 was Buy, with an average price target of $281.00 against a price of $182.34. Do your own research before trading any long or short NBIS positions.

What is NBISUSDT on Bitunix?

NBISUSDT is Bitunix's NBIS futures contract using USDT as margin. You can go long or short on NBIS stock without actually owning the Nebius stock.

How is Nebius different from other AI stocks?

Nebius is different from other AI companies because it mainly rents out GPU infrastructure rather than selling AI software. Instead, it provides GPU cloud services to other AI companies. Nebius is headquartered in the Netherlands, has data centres in Europe and is building capacity in the US, and provides compute capacity for AI developers, as opposed to AI software companies or the largest US cloud providers like Microsoft, Amazon and Google.

Is Nebius AI stock an AI stock?
As mentioned, Nebius provides cloud services, as opposed to AI model or software development. However, Nebius does help solve the GPU capacity crunch that is currently limiting the AI economy. Traders and investors in the AI investment theme are looking at NBIS as a name relevant to this investment theme. As always, be mindful of risk tolerance and market view. Always conduct your own due diligence before trading any NBIS positions.
Is Nebius profitable?

Not on a net basis. In Q2 2026 Nebius reported adjusted EBITDA of $236.2 million, but a net loss from continuing operations of $190.4 million, as heavy depreciation, interest and spending on the build-out weigh on earnings.

Disclaimer

Trading digital assets involves risk and may result in the loss of capital. Always do your own research. Terms, conditions, and regional restrictions may apply.

About Bitunix

Bitunix is a global cryptocurrency derivatives exchange trusted by over 5 million users across more than 150 countries. The platform is committed to providing a transparent, compliant, and secure trading environment for every user. Bitunix offers a fast registration process and a user-friendly verification system supported by mandatory KYC to ensure safety and compliance. With global standards of protection through Proof of Reserves (POR) and the Bitunix Care Fund, Bitunix prioritizes user trust and fund security. The K-Line Ultra chart system delivers a seamless trading experience for both beginners and advanced traders, while leverage of up to 200x and deep liquidity make Bitunix one of the most dynamic platforms in the market."