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Cramer Praise Lifts Nebius Shares

The attention underscores rising interest despite soft results, insider selling, dilution fears.

Overview

  • Nebius stock jumped in premarket trading after Jim Cramer called the AI data‑center supplier a “company of the future.”
  • The TV mention adds to a yearlong run tied to a reported $27 billion Meta partnership that prompted DA Davidson and BWS to lift price targets to $200.
  • Recent earnings undercut the hype as the company missed Q4 estimates with EPS of -$0.69 and revenue of $227.7 million.
  • Insider filings show CEO Arkadiy Volozh and other executives sold shares worth about $7.46 million, a move that can signal caution to investors.
  • The company is pushing expansion with a planned 310‑megawatt AI facility in Lappeenranta, Finland, as it builds out data centers and secures GPUs.