Nebius Group (NASDAQ:NBIS) Shares Up 5.8% – Still a Buy?

Posted by Stanley Muller on Jul 2nd, 2026

Nebius Group N.V. (NASDAQ:NBIS – Get Free Report)’s share price rose 5.8% on Tuesday . The stock traded as high as $290.60 and last traded at $276.17. Approximately 12,770,891 shares were traded during trading, a decline of 21% from the average daily volume of 16,247,527 shares. The stock had previously closed at $261.15.

Trending Headlines about Nebius Group

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

Positive Sentiment: Nebius highlighted growing demand in its AI cloud business by celebrating the winners of its expanded AI Discovery Awards, which showcased startups using AI in healthcare and life sciences and may support Nebius’ positioning in high-value inference workloads. Nebius celebrates healthcare and life sciences innovators at expanded AI Discovery Awards
Neutral Sentiment: Recent commentary says Nebius still has strong revenue growth and a record customer pipeline, but the stock is being evaluated against a lofty valuation as AI infrastructure names stay volatile. Will Nebius’ Strong Customer Pipeline Drive Future Growth?
Negative Sentiment: Meta’s reported plan to sell AI cloud capacity directly to external customers is seen as a direct competitive threat to Nebius and other neocloud providers, pressuring sentiment across the group. Why Meta’s cloud business would be ‘very bad’ for these 2 companies
Negative Sentiment: Several reports this week said Nebius fell sharply after Meta’s cloud expansion news, with investors worried that the company’s biggest customer could become a bigger competitor and squeeze future growth. Nebius stock is crashing, and it has its biggest customer to blame

Analyst Ratings Changes

NBIS has been the subject of several recent analyst reports. Morgan Stanley increased their price target on Nebius Group from $126.00 to $144.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 14th. Wolfe Research began coverage on shares of Nebius Group in a research note on Thursday, April 16th. They set a “peer perform” rating on the stock. Citigroup upped their price objective on shares of Nebius Group from $169.00 to $287.00 and gave the stock a “buy” rating in a report on Friday, May 15th. Freedom Capital lowered shares of Nebius Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Finally, BNP Paribas Exane began coverage on shares of Nebius Group in a research note on Tuesday, June 2nd. They set a “neutral” rating and a $255.00 target price on the stock. Nine equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $203.25.

Check Out Our Latest Report on Nebius Group

Nebius Group Trading Down 6.1%

The business has a 50 day simple moving average of $217.32 and a 200-day simple moving average of $143.43. The company has a debt-to-equity ratio of 1.16, a quick ratio of 8.33 and a current ratio of 8.33. The stock has a market capitalization of $54.45 billion, a P/E ratio of 69.14 and a beta of 4.10.

Nebius Group (NASDAQ:NBIS – Get Free Report) last posted its quarterly earnings data on Thursday, May 14th. The company reported ($0.23) EPS for the quarter, topping analysts’ consensus estimates of ($0.77) by $0.54. Nebius Group had a negative return on equity of 9.11% and a net margin of 95.27%.The company had revenue of $399.00 million for the quarter, compared to the consensus estimate of $375.13 million. The business’s quarterly revenue was up 684.0% compared to the same quarter last year. On average, analysts predict that Nebius Group N.V. will post -1.91 EPS for the current year.

Insider Transactions at Nebius Group

In other Nebius Group news, CFO Sanchez Maria Del Dado Alonso sold 1,509 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $276.20, for a total value of $416,785.80. Following the completion of the sale, the chief financial officer directly owned 12,672 shares of the company’s stock, valued at approximately $3,500,006.40. This represents a 10.64% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CTO Danila Shtan sold 15,678 shares of Nebius Group stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $238.96, for a total transaction of $3,746,414.88. Following the completion of the transaction, the chief technology officer directly owned 291,700 shares in the company, valued at $69,704,632. This represents a 5.10% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 626,887 shares of company stock valued at $124,696,143 in the last quarter.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Parkside Financial Bank & Trust bought a new stake in shares of Nebius Group during the 4th quarter worth $25,000. Root Financial Partners LLC purchased a new stake in shares of Nebius Group during the fourth quarter valued at $26,000. SHP Wealth Management purchased a new stake in shares of Nebius Group during the fourth quarter valued at $26,000. Sound Income Strategies LLC boosted its position in shares of Nebius Group by 62.5% in the 1st quarter. Sound Income Strategies LLC now owns 260 shares of the company’s stock valued at $27,000 after purchasing an additional 100 shares during the period. Finally, Blue Trust Inc. boosted its position in shares of Nebius Group by 73.8% in the 4th quarter. Blue Trust Inc. now owns 332 shares of the company’s stock valued at $28,000 after purchasing an additional 141 shares during the period. Institutional investors and hedge funds own 21.90% of the company’s stock.

Nebius Group Company Profile

(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.