Analyst Shrugs Off Nebius Data Center Delay As 'Slight Blemish' on Strong Quarter

Nebius Group (NASDAQ:NBIS) stock fell Friday, extending Thursday’s nearly 17% sell-off as investors weighed a weaker 2026 revenue forecast and data center delays. NVIDIA Corp. (NASDAQ:NVDA) CEO Jensen Huang’s resignation and a wider loss at rival Nscale also pressured neocloud stocks. However, Rosenblatt Securities analyst John McPeake remains bullish on Nebius despite the near-term challenges. Rosenblatt Sees Strong Growth Despite...