Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock. Ebube Jones Sun, August 23, 2026 at 10:30 AM PDT 5 min read NBIS Buy enter button by Ardasavasciogullari via iStock Soros Fund Management's latest portfolio disclosure has placed Nebius Group (NBIS) back in the spotlight. The firm opened a new position in Nebius during the second quarter, reporting ownership of 310,000 Nebius shares (Class A) valued at approximately $85.6 million at quarter-end. This disclosure added institutional visibility to NBIS, which rose nearly 9% (its five-day best) on Aug. 14 following the news. Although it has since lost about 20% in the last five days. Still, Soros Fund Management's stake is only part of the story. More News from Barchart Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week How to Play MRVL Stock Now as Marvell Technology Expands Its Relationship With Google Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. Nebius generated $582.3 million in Q2 revenue, up 454% from a year earlier and above analysts' estimates, as customers sought more AI computing capacity. That growth, however, comes with major execution demands. Nebius plans to invest $20 billion to $25 billion in capital expenditures this year to expand its AI infrastructure footprint. With Nebius operating in a fast-growing but capital-intensive segment of the AI market, does this high-profile institutional investment signal enduring confidence in NBIS? Let's dive in. Nebius' Premium Numbers Amsterdam-based Nebius Group operates an AI cloud platform built for training, inference, and enterprise AI workloads. Its portfolio also includes autonomous-driving technology through Avride and online education through TripleTen. With a $62.86 billion market capitalization, Nebius' share price stood at $223.90 on Aug. 19, up 164% year-to-date (YTD) and 234% over the past 52 weeks. www.barchart.com At 128.39x sales and 6.58x book value, NBIS trades far above sector medians of 3.73x and 4.04x, respectively. The company's Q2 2026 earnings release, published on Aug. 12, showed revenue of $582.3 million. This marked a 454% increase from $105.1 million a year earlier. It also represented 45.94% growth from the March quarter. Nebius delivered $236.2 million in adjusted EBITDA, reversing a $21 million loss recorded in Q2 2025. Its net loss from continuing operations totaled $190.4 million, compared with $502.5 million in income during the prior-year quarter. The earlier figure included a $597.4 million gain from investment revaluations. Story Continues NBIS narrowed its adjusted net loss by 64% to $33.2 million from $91.5 million. Its operating cash flow reached $4.50 billion, up 99.47% from the March quarter. The company generated $5.38 billion in net cash flow, down 8.95% from the previous quarter. Nebius spent $5.66 billion on property, equipment, and intangible assets during Q2. That figure was 1,008% above the $510.6 million deployed a year earlier. Nebius' Strengthening Growth Case Nebius has secured...
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