Q3 deal ACV performance
Company: Nebius
What the later record shows
Delivered on time · happened August 12, 2026
Nebius said by August 12, within Q3, that it had signed its first deal at $40 million to $50 million per megawatt, and a September 29 article says short-term deals are priced in that range. No passage gives a full-quarter average above $40 million.
“Short-term deals are priced at $40 million to $50 million per megawatt, compared with $20 million to $25 million on core contracts.”
2026-09-29 · Nebius’ Strong Signal Is Going to Move Markets in the Coming Days - 24/7 Wall St. View cached copy (2026-09-30)Live source ↗Archive.org ↗
“it sees the price per megawatt rising to the $40 million-$50 million range, while adding that it has already signed its first deal at these prices this week”
2026-10-07 · NBIS Stock Surges After Nebius Q2 Revenue Soars 454% — CEO Says Demand For AI Capacity ‘Continues To Grow Exponentially’ View cached copy (2026-10-09)Live source ↗Archive.org ↗
Checked November 10, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
Short-term deals in Q3 to have average contract value exceeding $40 million per megawatt of capacity
Source (primary)
Prediction: A $1,000 Investment in Nebius Stock Will Be Worth This Much in 2028 (Hint: It Implies a Big Jump) - Yahoo Finance (-, news_article)
View cached copy (2026-09-25)Live source ↗Archive.org ↗
Quote: “the short-term deals Nebius is striking in Q3 have an ACV exceeding $40 million”
How we checked this
Checked on November 11, 2026. The cited source supports every part of this claim.
The article says Nebius's average contract value per megawatt was more than $20 million in Q2 and that the short-term deals it is striking in Q3 have an average contract value exceeding $40 million. In context, the Q3 figure is also per megawatt, so the claim is fully established.
Confirmed in the source:
- Nebius's short-term deals being struck in Q3 have an average contract value exceeding $40 million
- The $40 million average contract value figure is per megawatt of capacity, as the article's comparison with the more than $20 million per megawatt in Q2 makes clear
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/prediction-1-000-investment-nebius-115501243.html) in full (13,020 characters, retrieved September 25, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Prediction: A $1,000 Investment in Nebius Stock Will Be Worth This Much in 2028 (Hint: It Implies a Big Jump) - Yahoo Finance
Quote: “the short-term deals Nebius is striking in Q3 have an ACV exceeding $40 million”
confirms Nebius’ Strong Signal Is Going to Move Markets in the Coming Days - 24/7 Wall St.
Quote: “Short-term deals are priced at $40 million to $50 million per megawatt, compared with $20 million to $25 million on core contracts.”
confirms NBIS Stock Surges After Nebius Q2 Revenue Soars 454% — CEO Says Demand For AI Capacity ‘Continues To Grow Exponentially’ - Stocktwits
Quote: “it sees the price per megawatt rising to the $40 million-$50 million range, while adding that it has already signed its first deal at these prices this week”