TLDR
- Nebius (NBIS) stock jumped about 9% in pre-market trading on September 17 after the company raised prices on its AI compute offerings.
- Price hikes take effect October 1, covering Nvidia H100, H200, B200, and B300 GPUs, with increases ranging from 17% to 21%.
- AMD EPYC Genoa CPU rates will rise 25%, while memory pricing jumps 41%.
- Peers CoreWeave (CRWV) and Iren (IREN) also rose about 6% and 5%, respectively, on the news.
- Nebius posted Q2 2026 revenue of $582 million, up 454% year-over-year, with AI cloud revenue surging 514%.
Nebius Group (NBIS) stock jumped around 9% in pre-market trading on Thursday after reports surfaced that the neocloud company raised prices across a range of its AI compute services. The move, effective October 1, covers both GPU and CPU resources and reflects the growing demand for AI infrastructure.
The pricing update was first shared by users on X and Reddit before being reported by Stocktwits. It quickly rippled through the sector.
NBIS stock was trading at around $56.92 billion in market cap heading into Thursday’s session. The pre-market pop reflects how closely investors are watching any signal of pricing power in the AI cloud space.
GPU Price Increases
On the GPU side, Nvidia H100 pricing will rise about 17% to $4.50 per GPU-hour. H200 pricing goes up 20% to $5.40, B200 increases 19% to $8.50, and B300 sees the steepest hike at 21%, reaching $9.50 per GPU-hour.
These are not small adjustments. Across four of Nvidia’s most in-demand chips, Nebius is sending a clear message that supply is tight and demand is holding strong.
CPU pricing is also moving higher. AMD EPYC Genoa CPU rates will increase 25% to $0.015 per vCPU-hour, while Genoa memory pricing rises about 41% to $0.0045 per GiB-hour.
The price hikes lifted peers as well. CoreWeave (CRWV) rose about 6% and Iren (IREN) climbed around 5% in pre-market trading on the back of the news.
Q2 Results Showed Strong Momentum
Nebius posted Q2 2026 revenue of $582 million, up 454% year-over-year. AI cloud revenue within that grew 514%. The company also expects $9 billion in customer prepayments in 2026.
Capital expenditure for Q2 came in at $5.7 billion, well above the analyst estimate of $4.7 billion. Nebius also raised its contracted power target for 2026 to 5 GW, up from a previous target of more than 4 GW, and plans to deploy more than 1 GW per year starting in 2027.
Despite the strong growth, the stock carries a Price-to-Sales ratio of 45.35, far above its historical median of 6.79. The company remains unprofitable, with a trailing twelve-month EPS of -0.13 and negative free cash flow.
Its GF Score stands at 51 out of 100. Growth and momentum score highest, while valuation scores just 2 out of 10.
Insider activity over the past 12 months shows no purchases and $173 million in stock sold. On the other side, eight institutional gurus hold NBIS, with seven having added to their positions recently.
The price hike announcement follows a quarter where AI compute demand visibly outpaced supply, a trend Nebius is now moving to monetize more aggressively.
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