Nebius Group N.V. (NASDAQ:NBIS - Get Free Report)'s stock price was up 3% during mid-day trading on Wednesday . The stock traded as high as $166.81 and last traded at $166.77. Approximately 14,280,232 shares changed hands during mid-day trading, a decline of 8% from the average daily volume of 15,466,037 shares. The stock had previously closed at $161.94.
Key Nebius Group News
Here are the key news stories impacting Nebius Group this week:
- Positive Sentiment: Analysts/feature pieces highlight a “compute bottleneck,” Nebius’s $4.3B in fresh capital, a large Meta-related deal and aggressive capacity expansion, supporting faster revenue growth and a durable competitive moat. Read More.
- Positive Sentiment: Zacks and other outlets point to Nebius’ pipeline moving toward ~$4B and longer-term contracts that underpin a strong 2026 revenue outlook — a near-term revenue visibility positive. Read More.
- Positive Sentiment: Stock-picking/commentary pieces (e.g., 247WallStreet) are bullish, citing large YTD gains and continued neocloud buildout as reasons for continued buying interest and momentum. Read More.
- Neutral Sentiment: Sector/theme stories (MarketBeat, Zacks features) list NBIS as a play on the GPU shortage and AI-infrastructure trend — supportive thematic exposure but not a company-specific catalyst by itself. Read More.
- Neutral Sentiment: Analyst roundup pieces offer mixed views and context on the communications/AI infrastructure sector; these help frame sentiment but are not new company-specific news. Read More.
- Negative Sentiment: Director Elena Bunina executed multiple share sales under a pre-arranged Rule 10b5-1 plan (7,143 at $140 on 4/10; 6,667 at $150 on 4/13; 6,250 at $161.22 on 4/14). Repeated insider selling can weigh on near-term sentiment despite being planned. Read More.
- Negative Sentiment: Freedom Capital downgraded Nebius from “strong‑buy” to “hold,” and some rating dispersion (including recent bearish notes) could temper momentum and investor appetite. Read More.
- Negative Sentiment: Earlier earnings showed an EPS miss and revenue below estimates (Feb quarter), a reminder of execution risk amid rapid growth and aggressive capital spend. Read More.
Wall Street Analysts Forecast Growth
Several research analysts have recently commented on the company. Bank of America started coverage on Nebius Group in a report on Tuesday, March 24th. They set a "buy" rating and a $150.00 price target on the stock. DA Davidson raised their price objective on shares of Nebius Group from $150.00 to $200.00 and gave the stock a "buy" rating in a research report on Monday, March 16th. Freedom Capital downgraded shares of Nebius Group from a "strong-buy" rating to a "hold" rating in a research note on Monday. Morgan Stanley started coverage on shares of Nebius Group in a report on Thursday, January 15th. They issued an "equal weight" rating and a $126.00 target price on the stock. Finally, Weiss Ratings cut shares of Nebius Group from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Nebius Group presently has an average rating of "Moderate Buy" and a consensus price target of $154.75.
Check Out Our Latest Stock Analysis on Nebius Group
Nebius Group Trading Up 3.0%
The company has a 50 day moving average of $106.39 and a 200-day moving average of $103.47. The stock has a market cap of $41.99 billion, a price-to-earnings ratio of -114.23 and a beta of 4.20. The company has a debt-to-equity ratio of 0.89, a quick ratio of 6.57 and a current ratio of 3.08.
Nebius Group (NASDAQ:NBIS - Get Free Report) last released its earnings results on Thursday, February 12th. The company reported ($0.69) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of ($0.42) by ($0.27). The business had revenue of $227.70 million for the quarter, compared to analyst estimates of $246.05 million. Nebius Group had a negative return on equity of 11.70% and a net margin of 19.02%. On average, research analysts anticipate that Nebius Group N.V. will post -1.1 earnings per share for the current year.
Insider Buying and Selling
In related news, Director Elena Bunina sold 7,143 shares of the business's stock in a transaction on Friday, April 10th. The stock was sold at an average price of $140.00, for a total transaction of $1,000,020.00. Following the completion of the transaction, the director directly owned 51,284 shares of the company's stock, valued at $7,179,760. The trade was a 12.23% decrease in their position. The transaction 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 13,489 shares of the company's stock in a transaction dated Tuesday, March 31st. The stock was sold at an average price of $98.78, for a total value of $1,332,443.42. Following the sale, the chief technology officer owned 307,378 shares in the company, valued at approximately $30,362,798.84. This trade represents a 4.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 125,240 shares of company stock valued at $13,951,951.
Institutional Trading of Nebius Group
A number of large investors have recently made changes to their positions in NBIS. Royal Bank of Canada purchased a new position in Nebius Group in the first quarter worth approximately $1,628,000. Millennium Management LLC purchased a new stake in shares of Nebius Group in the 1st quarter valued at approximately $11,563,000. NewEdge Advisors LLC purchased a new stake in shares of Nebius Group in the 1st quarter valued at approximately $40,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC acquired a new stake in shares of Nebius Group in the 1st quarter valued at $9,084,000. Finally, Daiwa Securities Group Inc. acquired a new stake in shares of Nebius Group in the 2nd quarter valued at $68,000. 21.90% of the stock is currently owned by hedge funds and other institutional investors.
About Nebius Group
(
Get Free Report)
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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