25,592 Shares in Nebius Group N.V. $NBIS Bought by Meridian Wealth Management LLC

Key Points

• Meridian Wealth Management acquired 25,592 Nebius Group shares in the second quarter, valued at approximately $7.1 million. Institutional investors collectively own 21.9% of the company.
• Nebius reported exceptional quarterly growth, with revenue rising 454% year over year to $582.3 million and AI Cloud revenue increasing 514%. The company also cited more than $1 billion in new AI infrastructure contracts and a backlog exceeding $40 billion.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $226, though concerns persist over high valuation, capital intensity, debt and execution risks; insiders have also sold approximately $32.6 million in shares over the past 90 days.

Meridian Wealth Management LLC acquired a new stake in shares of Nebius Group N.V. (NASDAQ:NBIS - Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 25,592 shares of the company's stock, valued at approximately $7,068,000.

Other institutional investors also recently bought and sold shares of the company. State Street Corp boosted its position in Nebius Group by 2,391.3% in the fourth quarter. State Street Corp now owns 3,219,326 shares of the company's stock worth $269,474,000 after purchasing an additional 3,090,103 shares during the last quarter. Capital Research Global Investors purchased a new stake in shares of Nebius Group during the 4th quarter valued at about $231,635,000. Jennison Associates LLC increased its position in shares of Nebius Group by 134.3% during the 2nd quarter. Jennison Associates LLC now owns 3,983,899 shares of the company's stock valued at $1,100,233,000 after purchasing an additional 2,283,676 shares during the last quarter. Accel Leaders 3 Associates L.P. purchased a new stake in shares of Nebius Group during the 4th quarter valued at about $188,496,000. Finally, Qube Research & Technologies Ltd bought a new position in shares of Nebius Group in the 3rd quarter worth approximately $238,511,000. Institutional investors own 21.90% of the company's stock.

Nebius Group News Summary

Here are the key news stories impacting Nebius Group this week:

• Positive Sentiment: Exceptional quarterly growth: Nebius reported revenue of $582.3 million, up 454% year over year, while adjusted EBITDA reached $236 million and annualized revenue run rate approached $3 billion. Its AI Cloud segment grew 514%, exceeding many investor expectations. Nebius Group Q2 2026 Earnings Call Highlights
• Positive Sentiment: Large contracts and expanding capacity: Four AI infrastructure contracts reportedly exceed $1 billion in total value, helping push the contracted power target to 5 gigawatts and supporting a backlog of more than $40 billion. Investors see this as improving multiyear revenue visibility. Nebius Is Up After Multi-Billion AI Cloud Wins
• Positive Sentiment: Analyst optimism: Citigroup raised its target to $324 and maintained a buy rating, while Bank of America lifted its target to $310 and Robert W. Baird raised its target to $340 with an outperform rating. Northland Securities also reiterated its buy rating. Northland Securities Reiterates Buy Rating
• Positive Sentiment: UK expansion and trading momentum: Nebius is deploying NVIDIA-powered infrastructure at Vantage Data Centers’ Newport, Wales campus, expanding access to domestic UK AI compute. A reported “Power Inflow” order-flow signal also attracted momentum traders. Vantage and Nebius Expand UK AI Infrastructure
• Neutral Sentiment: Execution remains central: A capacity auction cleared above prior pricing records, and customer prepayments may fund a substantial portion of planned capital expenditures. These developments improve funding flexibility but increase expectations for timely capacity delivery and sustained premium pricing. Nebius Q3 Auction Broke Its Price Ceiling
• Negative Sentiment: Valuation and balance-sheet risks: Critics argue that Nebius is priced for very strong execution, while debt, asset depreciation and capital intensity could pressure long-term returns. Michael Burry’s reported short position and DA Davidson’s $175 neutral target add a bearish counterpoint. The Neoclouds Are a Trade, Not an Investment

Analyst Upgrades and Downgrades

NBIS has been the topic of several analyst reports. Citizens Jmp lifted their price target on shares of Nebius Group from $175.00 to $270.00 and gave the stock a "market outperform" rating in a research note on Thursday, May 14th. Citigroup upped their price objective on Nebius Group from $278.00 to $324.00 and gave the stock a "buy" rating in a research note on Friday. Zacks Research cut Nebius Group from a "strong-buy" rating to a "hold" rating in a report on Friday, July 31st. Morgan Stanley lifted their target price on Nebius Group from $126.00 to $144.00 and gave the company an "equal weight" rating in a research report on Thursday, May 14th. Finally, Weiss Ratings lowered Nebius Group from a "hold (c)" rating to a "hold (c-)" rating in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $226.00.

Insider Activity at Nebius Group

In other Nebius Group news, Director John Wilson Iv Boynton sold 5,812 shares of the stock in a transaction on Monday, June 15th. The stock was sold at an average price of $253.29, for a total value of $1,472,121.48. Following the completion of the sale, the director owned 378,665 shares in the company, valued at approximately $95,912,057.85. This represents a 1.51% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Andrey Korolenko sold 33,871 shares of the firm's stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $235.45, for a total value of $7,974,926.95. Following the sale, the insider directly owned 551,338 shares in the company, valued at approximately $129,812,532.10. This represents a 5.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 136,310 shares of company stock worth $32,569,613 in the last 90 days.

Nebius Group Price Performance

Shares of NASDAQ:NBIS opened at $277.58 on Friday. The company has a debt-to-equity ratio of 0.82, a current ratio of 4.03 and a quick ratio of 8.33. Nebius Group N.V. has a 1-year low of $62.01 and a 1-year high of $299.86. The company has a market capitalization of $70.23 billion, a P/E ratio of -9,249.58 and a beta of 4.23. The firm's 50 day simple moving average is $222.53 and its two-hundred day simple moving average is $168.13.

Nebius Group (NASDAQ:NBIS - Get Free Report) last posted its quarterly earnings results on Wednesday, August 12th. The company reported ($0.12) earnings per share for the quarter, topping analysts' consensus estimates of ($0.67) by $0.55. The business had revenue of $582.30 million during the quarter, compared to analyst estimates of $567.91 million. Nebius Group had a net margin of 4.55% and a negative return on equity of 6.03%. The company's revenue was up 454% on a year-over-year basis. During the same period in the prior year, the business posted $2.38 earnings per share. Research analysts expect that Nebius Group N.V. will post -3.91 EPS for the current fiscal year.

Nebius Group Company Profile

Nebius Group N.V., a technology company, builds intelligent products and services powered by machine learning and other technologies to help consumers and businesses navigate the online and offline world. The company's services include Nebius AI, an AI-centric cloud platform that offers infrastructure and computing capability for AI deployment and machine-learning oriented solutions; and Toloka AI that offers generative AI (GenAI) solutions at every stage of the GenAI lifecycle, such as data annotation and generation, model training and fine-tuning, and quality assessment of large language model for accuracy and reliability.

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