Nebius Group N.V. $NBIS Holdings Boosted by Allspring Global Investments Holdings LLC

Key Points

• Allspring increased its Nebius stake by 1,636.2% in the third quarter, adding 251,237 shares to hold 266,592 shares worth about $61.9 million.
• Nebius reported quarterly revenue of $582.3 million, up 454% year over year and above analyst expectations; its loss per share of $0.12 was also narrower than forecast.
• Analysts’ average rating is “Moderate Buy”, with a consensus price target of $246, though ratings range from Strong Buy to Sell.

Allspring Global Investments Holdings LLC grew its stake in Nebius Group N.V. (NASDAQ:NBIS - Free Report) by 1,636.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 266,592 shares of the company's stock after acquiring an additional 251,237 shares during the period. Allspring Global Investments Holdings LLC owned 0.11% of Nebius Group worth $61,924,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Allied Private Wealth LLC acquired a new position in shares of Nebius Group during the 2nd quarter worth approximately $25,000. Sarver Vrooman Wealth Advisors bought a new stake in shares of Nebius Group during the 2nd quarter worth approximately $28,000. GoalVest Advisory LLC bought a new stake in shares of Nebius Group during the 2nd quarter worth approximately $28,000. Eastern Bank raised its stake in shares of Nebius Group by 66.3% during the 3rd quarter. Eastern Bank now owns 158 shares of the company's stock worth $37,000 after purchasing an additional 63 shares in the last quarter. Finally, Wealth Enhancement Trust Services Inc. boosted its holdings in shares of Nebius Group by 227.1% in the 3rd quarter. Wealth Enhancement Trust Services Inc. now owns 157 shares of the company's stock valued at $37,000 after buying an additional 109 shares during the last quarter. Institutional investors and hedge funds own 21.90% of the company's stock.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the stock. Freedom Capital raised shares of Nebius Group from a "hold" rating to a "strong-buy" rating in a research note on Monday, July 20th. Truist Financial upgraded shares of Nebius Group to a "strong-buy" rating in a report on Thursday, September 10th. Weiss Ratings lowered shares of Nebius Group from a "sell (d+)" rating to a "sell (d)" rating in a research report on Friday, October 30th. Rosenblatt Securities assumed coverage on shares of Nebius Group in a research report on Thursday, October 8th. They set a "buy" rating and a $304.00 price target on the stock. Finally, DA Davidson reiterated a "neutral" rating and issued a $175.00 price target on shares of Nebius Group in a research note on Thursday, August 13th. Four research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, Nebius Group currently has an average rating of "Moderate Buy" and a consensus price target of $246.00.

Insider Buying and Selling at Nebius Group

In other Nebius Group news, Director Arne Grimme acquired 148 shares of the business's stock in a transaction on Wednesday, October 28th. The stock was purchased at an average price of $169.84 per share, with a total value of $25,136.32. Following the acquisition, the director directly owned 7,899 shares of the company's stock, valued at approximately $1,341,566.16. This trade represents a 1.91% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Wilson Boynton sold 333 shares of the stock in a transaction that occurred on Thursday, October 29th. The stock was sold at an average price of $173.07, for a total transaction of $57,632.31. Following the transaction, the director owned 403,189 shares in the company, valued at approximately $69,779,920.23. The trade was a 0.08% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders acquired 1,718 shares of company stock valued at $280,207 and sold 158,823 shares valued at $38,168,832.

Nebius Group Stock Performance

Shares of NBIS stock opened at $134.00 on Wednesday. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.82. The company has a 50-day simple moving average of $198.90 and a 200 day simple moving average of $178.10. Nebius Group N.V. has a 52 week low of $73.52 and a 52 week high of $299.86.

Nebius Group (NASDAQ:NBIS - Get Free Report) last released its quarterly earnings results on Thursday, August 13th. The company reported ($0.12) earnings per share for the quarter, beating the consensus estimate of ($0.67) by $0.55. Nebius Group had a net margin of 4.55% and a negative return on equity of 6.03%. The firm had revenue of $582.30 million for the quarter, compared to analysts' expectations of $567.91 million. During the same period in the prior year, the firm earned $2.38 EPS. The business's revenue was up 454% on a year-over-year basis. As a group, equities analysts forecast that Nebius Group N.V. will post -3.19 earnings per share for the current fiscal year.

Trending Headlines about Nebius Group

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

• Positive Sentiment: Long-term investors may see substantial customer contracts, including deals with Microsoft and Meta, as a source of revenue visibility. Nebius Earnings Preview
• Neutral Sentiment: Nebius is scheduled to report third-quarter 2026 results before the market opens on November 12. Investors are watching for updates on growth, capital spending, and financing; the report could be a significant catalyst in either direction. Nebius Group stock outlook ahead of earnings
• Negative Sentiment: Recent weakness appears tied partly to sector-wide jitters around AI data-center expansion and the cost of financing heavy infrastructure investment, rather than a new company announcement. Nebius Slides as AI Infrastructure Jitters Persist
• Negative Sentiment: Bearish commentary highlights valuation, high capital needs, possible dilution, hardware replacement cycles, and execution risks as the company scales. These concerns could pressure expected returns even with major contracts in place. Nebius Earnings Preview
• Negative Sentiment: Reported open-market insider activity over the past six months was heavily weighted toward sales: 103 sales versus 11 purchases. This may add to investor caution, though the figures alone do not establish why executives sold. Nebius market analysis

About Nebius Group

Nebius Group is a technology company focused on building infrastructure for artificial intelligence. Its core business, Nebius, offers cloud computing services and access to accelerated computing resources designed to help developers and organizations train and run AI models. The company also has businesses in areas including data services for AI, autonomous mobility and online education. Based in Amsterdam, Nebius serves customers internationally and is developing data center and computing capacity to support its AI cloud services.

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