Q2 2026 6-K EX-99.1: revenue $582.3M, adjusted EBITDA $236.2M, cash $8,042.1M, current debt $46.7M, non-current debt $8,499.0M, non-marketable equity securities $1,606.7M, and 271,855,218 shares outstanding at June 30, 2026 (238,400,165 Class A and 33,455,053 Class B). — sec.gov (accessed 2026-08-25)
Aug 24, 2026 close 6-K EX-99.1: closed $3.45B of 0.50% converts due 2030 and $2.3B of 4.50% converts due 2034 ($5.75B aggregate original principal after greenshoe). Concurrently exchanged $400M original principal of 2.00% 2029 notes and $400M of 3.00% 2031 notes for about 15.8 million Class A shares. — sec.gov (accessed 2026-08-25)
Aug 19, 2026 pricing 6-K EX-99.1: estimated net proceeds about $5.68B if greenshoe fully exercised. 2030 notes convert at about $313.46; 2034 notes at about $324.65. Company may settle conversions in cash, Class A shares, or a combination. — sec.gov (accessed 2026-08-25)
NVIDIA Schedule 13G dated July 19, 2026: 22,256,412 Class A beneficially owned (9.3%), including 21,065,936 shares issuable on a pre-funded warrant acquired March 11, 2026. Warrant exercise and sale restricted until September 11, 2026. — sec.gov (accessed 2026-08-25)
Q2 2026 shareholder letter and earnings call: ARR $3.0B at June 30; full-year guide $7B-$9B ARR, $3.0B-$3.4B revenue, about 40% adjusted EBITDA margin, $20B-$25B capex; customer prepayments expected over $9B; July secured facility $775M at SOFR+2.50%; remaining ATM 12.3 million shares; contracted power raised to 5 GW. — assets.nebius.com (accessed 2026-08-25)
16-analyst S&P Global consensus on StockAnalysis as of Aug 25, 2026: Strong Buy, average target $286.69 (low $144 Morgan Stanley, high $415). Goldman Sachs raised to $328 the same day. — stockanalysis.com (accessed 2026-08-25)
Built with Modeledge MCP
Connect your MCP client to research filings and earnings calls, then build a living financial model like this one.