{ "ticker": "NBIS", "reference_close": "2026-09-25", "analysis_path": "data/analyses-data/NBIS.json", "analysis_sha256": "349ea3f695b312dca2ac5fcda0147bb3d858788b01a88eb41def99ab3dfe4f5b", "claims": [ { "path": "meta.date", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "25 septembre 2026", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "Nebius Group : loueur de calcul GPU coté au Nasdaq (émetteur étranger, IFRS). Revenus multipliés par plus de six sur un an, 8,0 Md$ de trésorerie et Nvidia au capital, mais exploitation déficitaire et valorisation proche de 48 fois les revenus. Close du 25 septembre 2026, statut surveiller.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.ogDescription", "value": "Nebius (NBIS) : revenus du S1 2026 de 981 M$ contre 156 M$, 8,0 Md$ de trésorerie ; titre à 237,33 $, environ 6 % sous son sommet du 8 septembre. Niveaux à surveiller.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/meta.ogDescription" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-28T05:37:13.6006881Z", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-28T05:37:13.6006881Z", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-28T05:37:13.6006881Z", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "refonte v3 harnachée du 25 septembre : émetteur étranger IFRS (20-F/6-K) via agrégats de dépôt primaire, base douze mois glissants au 30 juin 2026, comparables IA-infra propres à seize symboles", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 237.33, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "header.price", "value": 237.33, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": -2.525874815179885, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/header/changePct" }, { "path": "header.badges.0.text", "value": "SURVEILLER — ACTIVATION AU-DESSUS DU SOMMET DU 8 SEPTEMBRE", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/header.badges.0.text" }, { "path": "header.metrics.marketCap", "value": "64,5 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "11,02 M", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evRevenue", "value": "48,0×", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/header.metrics.evRevenue" }, { "path": "verdict.score", "value": 46, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise sont lus dans les états financiers IFRS des dépôts primaires (20-F 2025 et 6-K du 12 août 2026) ; les niveaux, sur le close certifié du 25 septembre.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "Nebius loue de la capacité de calcul GPU à des entreprises et des laboratoires d’IA. La croissance est spectaculaire : au premier semestre 2026, les revenus atteignent 981,3 M$ contre 156,0 M$ un an plus tôt. Mais elle se paie : la perte opérationnelle des douze derniers mois est de 684 M$, les amortissements du parc GPU pèsent NaN M$, et l’expansion, chiffrée en milliards, est financée par obligations convertibles (principal de 10 041,8 M$ au 30 juin) et cession de titres autodétenus. Au close du 25 septembre, 237,33 $ (−2,5 %), le titre capitalise environ 65 Md$, soit 48 fois ses revenus des douze derniers mois — bien au-dessus de son pair direct Applied Digital (22×) et de Nvidia (18×). Il a triplé depuis son plus bas de février (73,52 $) et gagné 164 % depuis janvier, mais reste 21 % sous son sommet de juin (299,86 $) et 6,8 % sous celui du 8 septembre (254,74 $). Deux atouts rares : 8,0 Md$ de trésorerie et Nvidia au capital, avec une participation et 2,0 Md$ de bons préfinancés. Signal utile : une clôture au-dessus de 254,74 $. Statut surveiller : le titre n’a pas repris ce niveau.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "Revenus multipliés par plus de six sur un an : 981,3 M$ au premier semestre 2026 contre 156,0 M$ un an plus tôt.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "8,0 Md$ de trésorerie au 30 juin, de quoi financer l’expansion sans dépendre à court terme du marché.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.2", "value": "Nvidia au capital, avec une participation déclarée et 2,0 Md$ de bons de souscription préfinancés : une validation stratégique rare pour un loueur de calcul.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/verdict.whyBuy.2" }, { "path": "verdict.whyBuy.3", "value": "Titre au-dessus de ses moyennes à vingt, cinquante et deux cents séances, dans une tendance de fond haussière (+164 % % depuis janvier).", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyAvoid.0", "value": "Valorisation de 48 fois les revenus, plus du double du pair direct Applied Digital (22×) : la croissance est déjà largement dans le prix.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "Perte opérationnelle de 684 M$ sur douze mois et investissements de plusieurs milliards financés par obligations convertibles.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "Dilution active : programme d’émission d’actions sur le marché (jusqu’à 25 millions d’actions A), bons préfinancés et cession de titres autodétenus.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "Position vendeuse d’environ 20 % du flottant et amplitude journalière moyenne de 16,62 $ : les écarts brutaux sont la norme.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série quotidienne certifiée au close du 25 septembre.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.1.evidence", "value": "Nebius dépose 20-F/6-K, pas de 10-K/10-Q ; aucun agrégat us-gaap XBRL. Les chiffres sont lus dans les états IFRS des dépôts primaires, base douze mois glissants au 30 juin 2026.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.evidence" }, { "path": "verdict.controlChecklist.2.statusLabel", "value": "Plafond à 0,20 ATR", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.statusLabel" }, { "path": "verdict.controlChecklist.2.evidence", "value": "Le plafond d’achat n’est qu’à 3,33 $ au-dessus du déclencheur, pour une amplitude journalière moyenne de 16,62 $.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.evidence" }, { "path": "business.overview", "value": "

Nebius Group construit et exploite des centres de données remplis de processeurs graphiques qu’elle loue à des entreprises et des laboratoires d’intelligence artificielle. Née de la scission des actifs internationaux de Yandex en 2024, la société est un émetteur privé étranger coté au Nasdaq : elle publie ses comptes en normes IFRS et en dollars, via des formulaires 20-F annuels et 6-K intermédiaires, et non les 10-K/10-Q américains.

La croissance est le fait marquant. Les revenus des activités poursuivies sont passés de 91,5 M$ en 2024 à 529,8 M$ en 2025, puis à 981,3 M$ pour le seul premier semestre 2026, contre 156,0 M$ un an plus tôt. Le cœur du métier — l’infrastructure de calcul — est complété par des participations dans plusieurs activités liées à l’IA (données d’entraînement, conduite autonome, formation).

Le revers est dans le compte de résultat et les flux : l’exploitation reste déficitaire (perte opérationnelle de 684 M$ sur douze mois), les amortissements du parc GPU sont lourds (NaN M$) et les achats d’équipements se comptent en milliards. Ce modèle exige un capital constant : Nebius l’a levé par obligations convertibles, par un programme d’émission d’actions et par la cession de titres autodétenus, et compte Nvidia à son capital.

", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.segments.0.revenue", "value": "981,3 M$ au premier semestre 2026", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/business.segments.0.revenue" }, { "path": "business.sourceRefs.0.name", "value": "Nebius 6-K", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926094844/nbis-20260812xex99d2.htm", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-08-12", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "Nebius 6-K / communiqué", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926094844/nbis-20260812xex99d1.htm", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2026-08-12", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.sourceRefs.2.name", "value": "Nebius 20-F", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.name" }, { "path": "business.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926052948/nbis-20251231x20f.htm", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.url" }, { "path": "business.sourceRefs.2.date", "value": "2026-04-30", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.date" }, { "path": "business.coverageMatrix.1.decision", "value": "Agrégats lus dans le 20-F 2025 et le 6-K du 12 août 2026 ; douze mois glissants au 30 juin 2026 ; aucun companyfacts us-gaap n’existe pour cet émetteur.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "business.coverageMatrix.4.decision", "value": "Environ 20 % du flottant, 2,76 jours de couverture ; date de règlement non précisée par le snapshot.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/business.coverageMatrix.4.decision" }, { "path": "news.0.date", "value": "2026-08-12", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Résultats du premier semestre 2026 : revenus de 981,3 M$, contre 156,0 M$ un an plus tôt", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.detail", "value": "Le 6-K du 12 août présente des revenus semestriels de 981,3 M$ (582,3 M$ pour le seul deuxième trimestre), soit plus de six fois le semestre précédent, portés par la location de calcul GPU. La perte opérationnelle du semestre reste de 303,9 M$ : la demande dépasse largement l’offre, mais l’exploitation n’est pas encore rentable.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.0.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926094844/nbis-20260812xex99d2.htm", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/news.0.sourceUrl" }, { "path": "news.1.date", "value": "2026-09-08", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.title", "value": "Sommet du rebond de septembre à 254,74 $, puis consolidation", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/news.1.title" }, { "path": "news.1.detail", "value": "Le titre touche 254,74 $ en séance le 8 septembre (clôture 243,88 $), sommet du rebond, avant de refluer. SMH fait +1,19 % et Nvidia −2,01 % la même séance : le mouvement accompagne le secteur des semi-conducteurs sans lui être étranger.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.2.date", "value": "2026-08-12", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.title", "value": "Nvidia au capital et bons de souscription préfinancés de 2,0 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/news.2.title" }, { "path": "news.2.detail", "value": "L’état des capitaux propres du 6-K enregistre l’émission de 2,0 Md$ de bons de souscription préfinancés à Nvidia et la cession de titres autodétenus pour 2846,7 M$. Nvidia est à la fois fournisseur de puces, actionnaire et détenteur de bons : une validation stratégique, mais aussi une source de titres à venir.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/news.2.detail" }, { "path": "news.2.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926094844/nbis-20260812xex99d2.htm", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/news.2.sourceUrl" }, { "path": "news.3.date", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/news.3.date" }, { "path": "news.3.title", "value": "Clôture en repli de 2,5 % à 237,33 $", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/news.3.title" }, { "path": "news.3.detail", "value": "Après un rebond à 243,48 $ le 24, le titre ouvre à 245,60 $ et clôture à 237,33 $ (−2,53 %), sous son sommet du 8 septembre. SMH fait +1,01 % et Applied Digital −2,99 % la même séance ; le repli est surtout propre au titre.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/news.3.detail" }, { "path": "fundamentals.rows.0.metric", "value": "Revenus du premier semestre 2026", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.metric" }, { "path": "fundamentals.rows.0.value", "value": "981,3 M$", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "+529 % sur un an (156,0 M$ au premier semestre 2025)", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.metric", "value": "Revenus de l’exercice 2025", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.metric" }, { "path": "fundamentals.rows.1.value", "value": "529,8 M$", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "Contre 91,5 M$ en 2024 (activités poursuivies, IFRS)", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.value", "value": "1355,1 M$", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "Exercice 2025 + premier semestre 2026 − premier semestre 2025, au 30 juin 2026", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.value", "value": "−684,1 M$", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.3.signal", "value": "Perte ; marge opérationnelle de −50 %, douze mois au 30 juin 2026", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.signal" }, { "path": "fundamentals.rows.4.value", "value": "81,2 M$", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.5.value", "value": "42,4 M$", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.6.metric", "value": "Trésorerie au 30 juin 2026", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.metric" }, { "path": "fundamentals.rows.6.value", "value": "8,04 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.6.signal", "value": "Trésorerie et équivalents ; contre 3,68 Md$ au 31 décembre 2025", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.signal" }, { "path": "fundamentals.rows.7.metric", "value": "Dette financière au 30 juin 2026", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.metric" }, { "path": "fundamentals.rows.7.value", "value": "8,55 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "Obligations convertibles (principal 10 041,8 M$) ; hors 1 625,3 M$ de dettes de location", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.metric", "value": "Investissements du premier semestre 2026", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.metric" }, { "path": "fundamentals.rows.8.value", "value": "8 130,3 M$", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.9.value", "value": "48,0×", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.9.signal", "value": "Valeur d’entreprise (enterprise value) au close du 2026-09-25 (271,9 M d’actions, dette convertible comprise) sur revenus douze mois glissants (trailing) au 30 juin 2026", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.signal" }, { "path": "fundamentals.rows.9.comparison", "value": "Versus Applied Digital à 21,6×, Nvidia à 17,8×, AMD à 24,7× et Arista à 23,4× (statistiques courantes du 24 septembre, non point-in-time) : Nebius se paie plus cher que tout son voisinage IA-infra.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.comparison" }, { "path": "fundamentals.rows.10.value", "value": "122,76 $ par action", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.10.signal", "value": "Scenario : multiple ramené par hypothèse à vingt-cinq fois les revenus douze mois, bilan du 30 juin, soit −48 % sous le close du 2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.signal" }, { "path": "fundamentals.rows.10.comparison", "value": "Versus Nvidia à 17,8× et Microsoft à 11,7× : vingt-cinq fois resterait une prime de croissance, pas un plancher ; ce que coûterait un simple retour vers les multiples des grands noms de l’IA, pas un objectif.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.comparison" }, { "path": "fundamentals.rows.11.value", "value": "10 041,8 M$", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.11.signal", "value": "Principal en circulation au 30 juin 2026 (valeur comptable 8 499,0 M$) ; conversion potentiellement dilutive", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.signal" }, { "path": "fundamentals.rows.12.value", "value": "2 000,0 M$", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Émis à Nvidia au premier semestre 2026 ; donneront des actions", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.13.metric", "value": "Cession de titres autodétenus (S1 2026)", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.metric" }, { "path": "fundamentals.rows.13.value", "value": "2 846,7 M$", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.14.value", "value": "271 855 218", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.value" }, { "path": "fundamentals.rows.14.signal", "value": "Au 30 juin 2026, toutes classes ; contre 253 016 971 au 31 décembre 2025", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.signal" }, { "path": "fundamentals.rows.15.metric", "value": "Flux de trésorerie d’exploitation (S1 2026)", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.metric" }, { "path": "fundamentals.rows.15.value", "value": "4 504,1 M$", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.value" }, { "path": "fundamentals.sourceRefs.0.name", "value": "Nebius 20-F", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926052948/nbis-20251231x20f.htm", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-04-30", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "Nebius 6-K", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926094844/nbis-20260812xex99d2.htm", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-08-12", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Premier semestre 2026 (6-K du 12 août) : revenus de 981,3 M$ (contre 156,0 M$), dont 582,3 M$ au deuxième trimestre (contre 105,1 M$) ; perte opérationnelle du semestre de 303,9 M$ (contre 231,5 M$) ; amortissements de 471,7 M$. L’exercice 2025 (20-F) affichait 529,8 M$ de revenus, une perte opérationnelle de 611,7 M$ et 417,9 M$ d’amortissements. Émetteur étranger : publication semestrielle, pas de guidance chiffrée standardisée dans les états condensés ouverts (outlook non chiffré). Aucune date de prochaine publication n’est confirmée par l’émetteur.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.nextEarnings", "value": "Date non confirmée par l’émetteur ; cadence de publication semestrielle (6-K). Aucun événement de résultats n’est signalé dans l’horizon du plan par le calendrier collecté.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/earnings.nextEarnings" }, { "path": "earnings.sourceRefs.0.name", "value": "Nebius 6-K", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926094844/nbis-20260812xex99d2.htm", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-08-12", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "271 855 218 actions ordinaires en circulation au 30 juin 2026 : 238 400 165 actions de catégorie A et 33 455 053 de catégorie B (états financiers condensés du 6-K du 12 août)", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.sharesAuthorized", "value": "Capacité d’émission : programme d’actions sur le marché de 25 millions d’actions A actif.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/capitalStructure.sharesAuthorized" }, { "path": "capitalStructure.shareHistory", "value": "Base retenue : actions A et B en circulation, toutes classes comprises, car la valorisation porte sur la société entière. Le financement du modèle passe par plusieurs canaux dilutifs ou quasi-dilutifs. Obligations convertibles d’abord : le principal en circulation atteint 10 041,8 M$ au 30 juin 2026 (valeur comptable 8 499,0 M$), après une émission de 4,34 Md$ en mars 2026 qui s’ajoute aux souches de 2025 ; leur conversion créerait des actions nouvelles. Bons de souscription préfinancés ensuite : 2,0 Md$ émis à Nvidia, comptabilisés dans les capitaux propres, qui donneront des actions. Cession de titres autodétenus enfin : 2 846,7 M$ au premier semestre 2026, qui augmentent le nombre d’actions négociables. À cela s’ajoute un programme d’émission d’actions sur le marché portant sur jusqu’à 25 millions d’actions A (prospectus 424B5 du 12 novembre 2025), à la main de la société. Le nombre d’actions ordinaires en circulation est ainsi passé de 253 016 971 au 31 décembre 2025 à 271 855 218 au 30 juin 2026. Passage au nombre pleinement dilué : le compte d’actions diluées intégrant la conversion des obligations et l’exercice des bons préfinancés n’est pas isolé dans les états condensés ouverts (non disponible ici) ; il serait sensiblement supérieur aux 271 855 218 actions de base. Face à cette dilution, la trésorerie est solide (8,04 Md$) et la dette est convertible plutôt que classique ; il n’en reste pas moins que le risque de dilution est élevé.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.atm.authorized", "value": "Jusqu’à 25 000 000 d’actions de catégorie A (prospectus 424B5 du 12 novembre 2025)", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/capitalStructure.atm.authorized" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "Nebius 6-K", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926094844/nbis-20260812xex99d2.htm", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-08-12", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "capitalStructure.sourceRefs.1.name", "value": "Nebius 424B5", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.name" }, { "path": "capitalStructure.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1513845/000110465925110025/tm2530771-1_424b5.htm", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.url" }, { "path": "capitalStructure.sourceRefs.1.date", "value": "2025-11-12", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.date" }, { "path": "capitalStructure.sourceRefs.2.name", "value": "Nebius 20-F", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.name" }, { "path": "capitalStructure.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926052948/nbis-20251231x20f.htm", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.url" }, { "path": "capitalStructure.sourceRefs.2.date", "value": "2026-04-30", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.date" }, { "path": "filingsReview.summary", "value": "Cinq dépôts décisionnels ouverts et hachés : le 20-F 2025, les états financiers et le communiqué du 6-K du 12 août 2026, sa page de garde, et le prospectus 424B5 du programme d’émission d’actions. Ils montrent une croissance des revenus par plus de six, une exploitation encore déficitaire, des investissements de plusieurs milliards, et un financement par obligations convertibles, bons préfinancés Nvidia, cession de titres autodétenus et programme d’actions sur le marché.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.summary" }, { "path": "filingsReview.filings.0.date", "value": "2026-04-30", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "20-F", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0001104659-26-052948", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Rapport annuel de l’exercice clos le 31 décembre 2025 (IFRS, USD) : revenus des activités poursuivies de 529,8 M$ (contre 91,5 M$), perte opérationnelle de 611,7 M$, amortissements de 417,9 M$, trésorerie de 3 678,1 M$ et dette non courante de 4 103,2 M$ au 31 décembre 2025.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926052948/nbis-20251231x20f.htm", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-08-12", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "6-K", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0001104659-26-094844", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "États financiers condensés non audités des trois et six mois clos le 30 juin 2026 et 2025 : revenus du semestre de 981,3 M$ (contre 156,0 M$), perte opérationnelle de 303,9 M$, amortissements de 471,7 M$ ; au 30 juin 2026, trésorerie de 8 042,1 M$, dette financière de 8 545,7 M$ 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"source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "6-K / communiqué", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0001104659-26-094844", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Communiqué du deuxième trimestre 2026 : revenus trimestriels de 582,3 M$ (contre 105,1 M$), croissance portée par la location de capacité de calcul GPU aux entreprises et laboratoires d’IA ; commentaire de la direction sur l’expansion des centres de données et le carnet de commandes.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926094844/nbis-20260812xex99d1.htm", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.filings.3.date", "value": "2026-08-12", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.date" }, { "path": "filingsReview.filings.3.form", "value": "6-K / page de garde", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.form" }, { "path": "filingsReview.filings.3.accession", "value": "0001104659-26-094844", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.accession" }, { "path": "filingsReview.filings.3.finding", "value": "Page de garde du dépôt 6-K du 12 août 2026 renvoyant aux états financiers condensés (annexe 99.2) et au communiqué (annexe 99.1) des trois et six mois clos le 30 juin 2026 et 2025.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.finding" }, { "path": "filingsReview.filings.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1513845/000110465926094844/nbis-20260812x6k.htm", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.url" }, { "path": "filingsReview.filings.4.date", "value": "2025-11-12", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.date" }, { "path": "filingsReview.filings.4.form", "value": "424B5", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.form" }, { "path": "filingsReview.filings.4.accession", "value": "0001104659-25-110025", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.accession" }, { "path": "filingsReview.filings.4.finding", "value": "Prospectus complémentaire 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"9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/technicals/ema20" }, { "path": "technicals.ema50", "value": 219.95, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/technicals/ema50" }, { "path": "technicals.ema200", "value": 175.93, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/technicals/ema200" }, { "path": "technicals.atr14", "value": 16.62, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/technicals/atr14" }, { "path": "technicals.badges.1", "value": "6,8 % sous le sommet du 8 septembre", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/technicals.badges.1" }, { "path": "technicals.badges.2", "value": "ATR de 16,62 $", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/technicals.badges.2" }, { "path": "technicals.supports.0", "value": 235.411, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/technicals/supports/0" }, { "path": "technicals.supports.1", "value": 226.39, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/technicals/supports/1" }, { "path": "technicals.supports.2", "value": 223.64, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/technicals/supports/2" }, { "path": "technicals.resistances.0", "value": 246.61, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/technicals/resistances/0" }, { "path": "technicals.resistances.1", "value": 249.19, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/technicals/resistances/1" }, { "path": "technicals.resistances.2", "value": 254.74, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/technicals/resistances/2" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 237,33 $, 5,2 % au-dessus de sa moyenne à vingt séances et 6,8 % sous le sommet du 8 septembre, 254,74 $. Il a triplé depuis son plus bas de février (73,52 $) et reste 21 % sous son sommet de juin (299,86 $). Avant activation, aucune entrée ; une clôture sous 203,87 $, le bas du 14 septembre, abandonne le scénario. Activation sur une clôture au-dessus de $254.74. Après activation, stop sous $226.39, le plus bas du 23 septembre, soit 1,71 ATR sous le déclencheur. Supports : 235,41 $, 226,39 $ et 223,64 $. Résistances : 246,61 $, 249,19 $ et 254,74 $ ; au-delà, la zone du sommet de juin, 299,86 $, est le prochain obstacle.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "options.skew", "value": "Chaîne d’options non servie à la collecte du 28 septembre", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/options.skew" }, { "path": "options.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/options.sourceRefs.0.date" }, { "path": "shortInterest.siPct", "value": "19,81 % du flottant", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/shortInterest.siPct" }, { "path": "shortInterest.daysToCover", "value": "2,76 jours, date de règlement non précisée par le snapshot", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/shortInterest.daysToCover" }, { "path": "shortInterest.trend", "value": "Position vendeuse élevée pour une valeur de cette taille : proche de 20 % du flottant. Elle peut amplifier les mouvements dans les deux sens, mais aucune thèse de rachat forcé n’est établie ici.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/shortInterest.trend" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/shortInterest.sourceRefs.0.date" }, { "path": "insiders.signal", "value": "Aucun solde net d’initiés affirmé : la couverture officielle des transactions d’initiés est partielle pour un émetteur étranger, dont les dirigeants ne déposent pas systématiquement de formulaires 4. Le fait capitalistique marquant du semestre n’est pas une transaction d’initié classique mais l’entrée de Nvidia au capital, avec une participation et 2,0 Md$ de bons de souscription préfinancés.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/insiders.signal" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "237,33 $, séance complète", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "+6,17 %", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "+10,94 %", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "risks.riskScore", "value": 7, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Le risque de Nebius n’est pas la demande, spectaculaire, mais le prix et le financement de sa croissance : environ 48 fois les revenus, une exploitation déficitaire, des investissements de plusieurs milliards et une dilution active. Le titre, triplé depuis février, reste très volatil, avec une position vendeuse proche de 20 % du flottant. L’entrée proposée laisse peu de marge au-dessus du déclencheur.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.0.points.0", "value": "Environ 48 fois les revenus des douze derniers mois.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.0" }, { "path": "risks.riskCards.0.points.1", "value": "Plus du double du pair direct Applied Digital (22×).", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.1" }, { "path": "risks.riskCards.1.points.0", "value": "Convertibles de 10 041,8 M$ de principal ; bons préfinancés de 2,0 Md$.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.0" }, { "path": "risks.riskCards.1.points.1", "value": "Programme d’émission d’actions de 25 M d’actions A actif ; titres autodétenus cédés pour 2 846,7 M$.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.1" }, { "path": "risks.riskCards.2.points.0", "value": "Perte opérationnelle de 684 M$ sur douze mois.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.0" }, { "path": "risks.riskCards.2.points.1", "value": "Investissements de 8 130,3 M$ au seul premier semestre 2026.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.1" }, { "path": "risks.riskCards.3.points.0", "value": "ATR de 16,62 $ ; position vendeuse d’environ 20 % du flottant.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.0" }, { "path": "risks.riskCards.3.points.1", "value": "Plafond d’achat à 3,33 $ au-dessus du déclencheur, 0,20 ATR.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.1" }, { "path": "risks.pedagogy", "value": "Sur un titre dont l’amplitude journalière moyenne dépasse 16,62 $, un écart d’ouverture de plusieurs dollars est la norme. Le slippage, l’écart entre prix voulu et prix obtenu, reste faible sur environ 2,8 Md$ échangés par séance. La question centrale n’est pas la croissance, réelle, mais son prix : à 48 fois les revenus, le marché escompte que la trajectoire se poursuive plusieurs années. Dimensionner sur la distance au stop, 28,35 $ par action, et ne pas confondre une entreprise de qualité avec un titre bon marché.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/risks.pedagogy" }, { "path": "tradeIdea.statusNote", "value": "Surveiller. Avant activation : aucune entrée ; une clôture sous 203,87 $ abandonne le scénario. Activation : clôture au-dessus de 254,74 $, puis achat à l’ouverture suivante seulement sous 258,07 $, ou par ordre limité à ce plafond pendant trois séances, annulé après une clôture sous 254,74 $ et jamais laissé actif sur une ouverture sous 226,39 $. Après activation : stop sous 226,39 $. Le repli du 25 septembre laisse le titre sous le déclencheur : le plan n’est pas activé.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 254.74, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 226.39, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 305.61, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 331.05, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-11.1%", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+20.0%", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+30.0%", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:1.79 TP1 / 1:2.69 TP2", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Déclencheur sur clôture au-dessus du plus haut du 8 septembre, pas sur un franchissement en séance. Entrée à l’ouverture suivante uniquement sous 258,07 $ : au-delà, le R/R vers TP1 tomberait sous 1,5 avec le même stop. Ce plafond n’est qu’à 3,33 $ au-dessus du déclencheur, soit 0,20 ATR. Mesure : sur les 250 dernières séances, 64 ouvertures ont dépassé la clôture de la veille de plus de 3,33 $, soit environ 26 % ; l’écart d’ouverture médian, dans un sens ou dans l’autre, vaut 3,17 $. Sur la série, 23 clôtures ont cassé un plus haut de vingt séances : 5 ont fini à moins de 1,31 % au-dessus du niveau cassé, l’écart relatif du plafond, et 3 ont ensuite ouvert sous ce seuil. Plan de repli : si l’ouverture dépasse le plafond, un ordre à cours limité à 258,07 $, valable trois séances, garde le même R/R et le même stop ; il est annulé après toute clôture sous le déclencheur, 254,74 $, n’est pas laissé actif à l’ouverture d’une séance sous le stop, 226,39 $, ni si le stop est touché avant exécution. Rejoué avec ces bornes sur les 20 cassures non achetables à l’ouverture, l’ordre aurait été exécuté 14 fois, sans que le stop soit touché la même séance ; aucun retrait sur ouverture sous le stop. Objectifs : TP1 à une hauteur de couloir au-dessus du déclencheur, TP2 à une fois et demie ; la zone du sommet de juin, 299,86 $, se situe entre les deux. Liquidité : environ 2,8 Md$ échangés par séance, médiane des vingt dernières. Exemple de taille, non personnalisé : avec un budget de perte de 100 $, le risque au plafond, 31,68 $ par action, donne 3 actions ; avec 1 000 $, 31 actions.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.thesis", "value": "La croissance de Nebius est réelle et rare, et le titre est soutenu par 8,0 Md$ de trésorerie et la présence de Nvidia au capital. Mais il se paie environ 48 fois ses revenus et son exploitation perd de l’argent : le dossier est une entreprise de qualité à un prix élevé, pas une aubaine. Une clôture au-dessus de $254.74 montrerait que les acheteurs reprennent la main après la consolidation de septembre. Avant activation, une clôture sous 203,87 $ abandonne le dossier. Après activation, le stop sous $226.39 limite le coût d’une fausse sortie. TP1 à 305,61 $ et TP2 à 331,05 $. Ne pas anticiper le déclencheur, ne pas acheter un gap au-dessus du plafond.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Une clôture au-dessus du plus haut du 8 septembre, sur un volume au moins égal à la médiane récente.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.invalidation.0", "value": "Avant activation : une clôture sous 203,87 $, bas du couloir, abandonne le scénario.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.0" }, { "path": "tradeIdea.invalidation.1", "value": "Après activation : une clôture sous 226,39 $ invalide le trade.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.1" }, { "path": "tradeIdea.invalidation.2", "value": "Ouverture au-dessus de 258,07 $ après la clôture de déclenchement : pas d’achat à l’ouverture ; seul l’ordre limité à 258,07 $ reste valable trois séances.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.2" }, { "path": "globalScore.keyTakeawaysPositive.1", "value": "8,0 Md$ de trésorerie et Nvidia au capital.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.1" }, { "path": "globalScore.keyTakeawaysNegative.0", "value": "Environ 48 fois les revenus, prime au-dessus de tous les pairs.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.0" }, { "path": "social.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": 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"analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/blastRadius/groups/6/symbols/3/correlation" }, { "path": "blastRadius.groups.6.symbols.3.beta", "value": 2.7768, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/blastRadius/groups/6/symbols/3/beta" }, { "path": "blastRadius.groups.6.symbols.3.r2", "value": 0.2619, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/blastRadius/groups/6/symbols/3/r2" }, { "path": "blastRadius.groups.6.symbols.3.observations", "value": 179, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/blastRadius/groups/6/symbols/3/observations" }, { "path": "blastRadius.groups.6.symbols.3.return5d", "value": 3.19, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/blastRadius/groups/6/symbols/3/return5d" }, { "path": "blastRadius.groups.6.symbols.3.return21d", "value": 4.66, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/blastRadius/groups/6/symbols/3/return21d" }, { "path": "blastRadius.scenarios.0.firstOrder", "value": "Le titre clôture au-dessus du sommet du 8 septembre et vise la zone du sommet de juin.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.firstOrder" }, { "path": "blastRadius.scenarios.0.confirmation", "value": "Une clôture au-dessus de 254,74 $ avec SMH en hausse.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.confirmation" }, { "path": "blastRadius.scenarios.1.firstOrder", "value": "Le titre oscille entre le bas du 14 septembre et le sommet du 8.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.1.firstOrder" }, { "path": "blastRadius.scenarios.1.confirmation", "value": "Des clôtures entre 203,87 $ et 254,74 $ pendant plusieurs séances.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.1.confirmation" }, { "path": "blastRadius.scenarios.2.firstOrder", "value": "Le titre repasse sous le bas du 14 septembre.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.2.firstOrder" }, { "path": "blastRadius.scenarios.2.confirmation", "value": "Une clôture sous 203,87 $ avec Applied Digital en baisse.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.2.confirmation" }, { "path": "blastRadius.contradictions.0", "value": "Les revenus croissent par plus de six, mais l’exploitation perd 684 M$ sur douze mois : la croissance consomme du capital.", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/blastRadius.contradictions.0" }, { "path": "blastRadius.missingData.0", "value": "Aucun companyfacts us-gaap n’existe pour cet émetteur étranger : les agrégats sont lus dans les états IFRS des dépôts primaires, en douze mois glissants au 30 juin 2026.", "as_of": 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"source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/performance/windowReturns/rows/4/returnPct" }, { "path": "performance.windowReturns.rows.5.returnPct", "value": 0.56, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/performance/windowReturns/rows/5/returnPct" }, { "path": "performance.windowReturns.rows.6.returnPct", "value": -4.08, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/performance/windowReturns/rows/6/returnPct" }, { "path": "performance.windowReturns.rows.7.returnPct", "value": -7.92, "as_of": "2026-09-25", "source_artifact": 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3.51, "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/values/performance/windowReturns/rows/16/returnPct" }, { "path": "performance.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/NBIS/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "9c6df9b8d7779ce689f14a1e1f86e7aa7ccdea179e76a9c558df8cef9e87b727", "source_pointer": "/string_numeric_claims/performance.sourceRefs.0.date" } ] }