Nebius Group (NASDAQ:NBIS) Trading Up 4.8% – Time to Buy?

Nebius Group N.V. (NASDAQ:NBIS)’s share price was up 4.8% during trading on Tuesday . The stock traded as high as $166.10 and last traded at $161.94. Approximately 21,841,520 shares were traded during mid-day trading, an increase of 41% from the average daily volume of 15,480,062 shares. The stock had previously closed at $154.56.

More Nebius Group News

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

• Positive Sentiment: Bullish industry and pipeline coverage highlights Nebius’ large AI cloud pipeline, capacity expansion and contract wins — supporting revenue growth expectations and momentum-driven buying. Nebius: The Compute Bottleneck Is Real
• Positive Sentiment: Zacks and other bullish features point to a stronger 2026 revenue outlook from longer contracts and tight capacity, reinforcing upside to near-term revenue visibility. Zacks Investment Ideas feature
• Positive Sentiment: Positive press pieces and investor notes (247WallStreet, others) emphasize rapid YTD gains and the company’s neocloud buildout, which can attract momentum and retail/institutional interest. Up 93% in 2026…
• Neutral Sentiment: New coverage from Wolfe Research assigns a “peer perform” rating — brings incremental research coverage but is not a strong directional catalyst. Wolfe Research Coverage
• Neutral Sentiment: Market and sector pieces continue to position NBIS as a way to play AI/GPU shortages and AI‑connectivity themes — positive thematic exposure but not a company‑specific catalyst by itself. GPU Prices Are Surging—3 Ways to Play…
• Negative Sentiment: Multiple recent insider sales (Director Elena Bunina sold tranches 4/10–4/14; CRO Marc Boroditsky sold 4/15) create near‑term sentiment pressure despite being executed under pre‑arranged Rule 10b5‑1 plans. CRO Form 4 Director Form 4s
• Negative Sentiment: Freedom Capital downgraded NBIS from “strong‑buy” to “hold,” which can temper momentum; other mixed analyst actions and a range of ratings leave consensus at only a “Moderate Buy.” Freedom Capital Downgrade
• Negative Sentiment: Recent quarterly results (Feb) missed EPS and revenue estimates, leaving negative near‑term profitability metrics that some investors may view as a drag until higher‑margin scale from AI contracts materializes. MarketBeat NBIS Profile

Analysts Set New Price Targets

Several equities analysts have commented on NBIS shares. Wall Street Zen downgraded Nebius Group from a “sell” rating to a “strong sell” rating in a research report on Saturday, April 11th. Citigroup started coverage on Nebius Group in a research report on Monday, March 16th. They issued a “buy” rating and a $169.00 target price for the company. Morgan Stanley started coverage on Nebius Group in a research report on Thursday, January 15th. They set an “equal weight” rating and a $126.00 price objective for the company. DA Davidson raised their price objective on Nebius Group from $150.00 to $200.00 and gave the stock a “buy” rating in a research report on Monday, March 16th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of Nebius Group in a research report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Nebius Group currently has an average rating of “Moderate Buy” and an average price target of $154.75.

Nebius Group Stock Down 0.9%

The company has a debt-to-equity ratio of 0.89, a current ratio of 3.08 and a quick ratio of 6.57. The company has a market capitalization of $41.63 billion, a P/E ratio of -113.25 and a beta of 4.20. The stock has a 50-day moving average price of $108.08 and a 200-day moving average price of $103.91.

Nebius Group (NASDAQ:NBIS) last issued its quarterly earnings data 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). Nebius Group had a negative return on equity of 11.70% and a net margin of 19.02%.The company had revenue of $227.70 million for the quarter, compared to the consensus estimate of $246.05 million. On average, research analysts predict that Nebius Group N.V. will post -1.1 EPS for the current fiscal year.

Insiders Place Their Bets

In other Nebius Group news, CEO Arkadiy Volozh sold 33,358 shares of Nebius Group stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $103.73, for a total value of $3,460,225.34. Following the completion of the sale, the chief executive officer directly owned 868,289 shares in the company, valued at approximately $90,067,617.97. The trade was a 3.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Andrey Korolenko sold 31,357 shares of Nebius Group stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $111.20, for a total value of $3,486,898.40. Following the completion of the sale, the insider owned 585,209 shares of the company’s stock, valued at approximately $65,075,240.80. The trade was a 5.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 129,740 shares of company stock valued at $14,672,401 in the last 90 days.

Institutional Investors Weigh In On Nebius Group

A number of hedge funds have recently added to or reduced their stakes in NBIS. State Street Corp increased its holdings 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 in the last quarter. Capital Research Global Investors bought a new stake in Nebius Group in the fourth quarter worth approximately $231,635,000. Fred Alger Management LLC increased its holdings in Nebius Group by 33.4% in the third quarter. Fred Alger Management LLC now owns 10,132,279 shares of the company’s stock worth $1,137,551,000 after purchasing an additional 2,536,832 shares in the last quarter. Accel Leaders 3 Associates L.P. bought a new stake in Nebius Group in the fourth quarter worth approximately $188,496,000. Finally, Qube Research & Technologies Ltd bought a new stake in Nebius Group in the third quarter worth approximately $238,511,000. 21.90% of the stock is currently owned by institutional investors.

About Nebius Group

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.