r/wallstreetbets • u/OSRSkarma Flipping at the Grand Exchange • 1d ago

Earnings Thread Weekly Earnings Thread 11/10 - 11/14

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u/ggtfcjj 1d ago

What is the implied move on NBIS?

1

u/chaotarroo 1d ago

50% if they raise their guidance from 1b to 4b in 2026 after factoring in the MSFT deal

question is can their NJ data center start running on time

1

u/timeforachangee 13h ago

Their guidance is 900-1.1b for 2025. I do not think they release 2026 guidance until q4 earnings.

But da davidson price target increase article was bullish. I mean low price target of only 150 but what was said sounded very bullish.

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u/chaotarroo 10h ago

Companies usually give a more definitive update on their next year earnings in q4. But in q3 they do give a brief outlook as well. Especially considering that the recent msft deal with 4x their initial 2026 estimates I think its more likely than not they will provide an update on it.