KBC Group NV Grows Holdings in Nebius Group N.V. $NBIS

KBC Group NV increased its holdings in shares of Nebius Group N.V. (NASDAQ:NBIS - Free Report) by 46.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 48,189 shares of the company's stock after purchasing an additional 15,289 shares during the period. KBC Group NV's holdings in Nebius Group were worth $13,308,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Parkside Financial Bank & Trust acquired a new position in Nebius Group in the fourth quarter valued at $25,000. Allied Private Wealth LLC purchased a new stake in shares of Nebius Group in the second quarter valued at about $25,000. Root Financial Partners LLC acquired a new stake in shares of Nebius Group during the fourth quarter worth about $26,000. SHP Wealth Management acquired a new stake in shares of Nebius Group during the fourth quarter worth about $26,000. Finally, Sound Income Strategies LLC grew its holdings in shares of Nebius Group by 62.5% during the first quarter. Sound Income Strategies LLC now owns 260 shares of the company's stock worth $27,000 after buying an additional 100 shares during the last quarter. 21.90% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director John Wilson Iv Boynton sold 5,812 shares of the stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $253.29, for a total value of $1,472,121.48. Following the completion of the transaction, the director owned 378,665 shares in the company, valued at $95,912,057.85. This trade represents a 1.51% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Danila Shtan sold 16,937 shares of the business's stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total transaction of $3,987,816.65. Following the sale, the chief technology officer directly owned 274,763 shares in the company, valued at approximately $64,692,948.35. This represents a 5.81% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 136,310 shares of company stock valued at $32,569,613 over the last three months.

Analysts Set New Price Targets

Several research firms have commented on NBIS. Piper Sandler assumed coverage on Nebius Group in a research note on Monday, August 3rd. They set a "neutral" rating and a $224.00 price objective for the company. 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 note on Thursday, May 14th. Wall Street Zen raised Nebius Group from a "strong sell" rating to a "sell" rating in a report on Sunday. DA Davidson restated a "neutral" rating and set a $175.00 price target on shares of Nebius Group in a research note on Thursday. Finally, Freedom Capital raised Nebius Group from a "hold" rating to a "strong-buy" rating in a report on Monday, July 20th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $226.00.

Key Nebius Group News

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

Nebius Group Trading Up 8.8%

NASDAQ NBIS opened at $277.58 on Friday. The company has a quick ratio of 8.33, a current ratio of 4.03 and a debt-to-equity ratio of 0.82. The stock has a market capitalization of $70.23 billion, a P/E ratio of -9,249.58 and a beta of 4.23. Nebius Group N.V. has a 52-week low of $62.01 and a 52-week high of $299.86. The firm has a 50-day moving average price of $222.53 and a 200 day moving average price of $168.13.

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