With updated Q4 earnings, Nebius Group trades at an eye-catching 855x GAAP P/E, but headline EPS figures misrepresent true cash generation. See why I rate the NBIS stock a Hold.
Super Micro posted record $12.7B revenue, but gross margins fell to 6.4% even as AI infrastructure demand remained strong.
Adjusted EBITDA (a non-GAAP financial measure), which improved for the fiscal 2026 first quarter, was $ (97) thousand, as compared with $ (304) thousand for the fiscal 2025 first quarter.