Forum talk counts mentions of NBIS in popular online stock forums, a slice of the internet rather than all of it. Company lookups show interest in the company itself, which can come from news that isn't about the stock. Attention isn't quality.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.
2/6Weak
MissReturn on equity 15%+Earns a lot on the money owners have in the business.2.1%
MissDebt under half of equityNot relying on borrowed money.0.89x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.15.6%
MissProfitable every yearSteady profits, not one good year.8 of 10 years
MissFree cash flow positiveBrings in more cash than it spends to run and grow.-$3.7B
PassShare count not growingNot diluting owners. Falling means buybacks.-31.2% in 3 years
Revenue
$529.8M
+479.0% vs prior year
5-year growth
-29.1%/yr
revenue, per year
Total debt
$4.1B
0.89x equity
Current ratio
3.08x
short-term assets / bills due
From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.
Insider rating
Last 90 days
28Selling
1 insider bought $248K
Arne Grimme grew their stake 11.6%
3 insiders sold $19.1M (not pre-planned)
Pre-planned sales of $120.5M (weaker signal)
50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.
Weekly insider trend
13 weeks agoBoughtSoldThis week
Filing buzz
Last 7 days vs normal
47/ 100
This week
3
Normal week
3.4
vs normal
0.9x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+33.1%
Institutions added 33.1% to their holdings. 679 bought, 337 sold. 5 quarters of net buying in a row.
Shares held by institutions157.7M
Sep '24Jun '26
Safety check
From SEC filings
Share count growthYearly rate, last 3 years
-11.7%
Cash runwayAt last year's cash burn
Cash flow positive
Debt to equityLatest balance sheet: debt compared with what owners have
0.9x · $4.1B debt
Shares outstandingLatest reported
253M
Earnings reports
Last 0
Next reportNot enough history
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days