ARR target of $7B-$9B with 40% adjusted EBITDA margin
Company: Nebius
The claim, verbatim
Nebius management targets annual recurring revenue of $7 billion to $9 billion with a 40% adjusted EBITDA margin; no target date is given.
Source (primary)
Nebius Slides 3% Despite Rosenblatt’s New Buy Rating; CoreWeave Slips - Yahoo Finance (-, news_article)
View cached copy (2026-10-13)Live source ↗Archive.org ↗
Quote: “management targets annual recurring revenue of $7 billion to $9 billion with a 40% adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) margin”
How we checked this
Checked on October 15, 2026. The cited source supports every part of this claim.
The article states both the $7 billion to $9 billion ARR target and the 40% adjusted EBITDA margin target, and gives no date for reaching them.
Confirmed in the source:
- Nebius management targets annual recurring revenue of $7 billion to $9 billion
- Nebius management targets a 40% adjusted EBITDA margin alongside the ARR target
- The article gives no target date for these goals
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/nebius-slides-3-despite-rosenblatt-122640414.html) in full (12,683 characters, retrieved October 13, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Nebius Slides 3% Despite Rosenblatt’s New Buy Rating; CoreWeave Slips - Yahoo Finance
Quote: “management targets annual recurring revenue of $7 billion to $9 billion with a 40% adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) margin”
confirms Nebius Slides 3% Despite Rosenblatt’s New Buy Rating; CoreWeave Slips - 24/7 Wall St.
Quote: “management targets annual recurring revenue of $7 billion to $9 billion with a 40% adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) margin”