Nebius Group (NASDAQ:NBIS) Stock Price Up 18.8% Following Analyst Upgrade

Posted by Brian Himes on Jul 21st, 2026

Nebius Group N.V. (NASDAQ:NBIS – Get Free Report)’s share price traded up 18.8% during trading on Tuesday after Zacks Research upgraded the stock from a hold rating to a strong-buy rating. The stock traded as high as $217.62 and last traded at $216.92. Approximately 25,302,585 shares changed hands during mid-day trading, an increase of 53% from the average session volume of 16,552,365 shares. The stock had previously closed at $182.62.

A number of other equities analysts have also recently issued reports on NBIS. Citizens Jmp lifted their target price on shares of Nebius Group from $175.00 to $270.00 and gave the stock a “market outperform” rating in a research report on Thursday, May 14th. Weiss Ratings upgraded shares of Nebius Group from a “hold (c-)” rating to a “hold (c)” rating in a research report on Wednesday, May 20th. Freedom Capital raised shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a research note on Monday. Citigroup lifted their price objective on Nebius Group from $169.00 to $287.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. Finally, BNP Paribas Exane started coverage on Nebius Group in a research report on Tuesday, June 2nd. They set a “neutral” rating and a $255.00 price objective for the company. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, Nebius Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $219.83.

Read Our Latest Research Report on Nebius Group

Insider Activity

In related news, CRO Marc Boroditsky sold 10,776 shares of the stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $276.20, for a total value of $2,976,331.20. Following the completion of the sale, the executive directly owned 26,886 shares in the company, valued at approximately $7,425,913.20. This represents a 28.61% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Andrey Korolenko sold 500,000 shares of the company’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $203.24, for a total value of $101,620,000.00. Following the completion of the sale, the insider directly owned 585,209 shares of the company’s stock, valued at $118,937,877.16. The trade was a 46.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 668,405 shares of company stock valued at $140,422,170 in the last ninety days.

Nebius Group News Roundup

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

Positive Sentiment: Nvidia disclosed a 9.3% passive stake in Nebius, boosting confidence that the AI infrastructure company has a major strategic backer and deepening industry ties. Nebius stock surges as Nvidia discloses 9.3% stake in neocloud
Positive Sentiment: Nebius also secured a $775 million debt facility backed by AI infrastructure assets and contracted cash flows, which should help fund expansion while limiting dilution risk. Can Nebius’ $775M Debt Facility Accelerate Its Global AI Expansion?
Positive Sentiment: Several analysts turned more bullish, including a Freedom Capital upgrade to strong-buy and price-target increases, reinforcing the view that the stock still has room to run. Zacks.com
Neutral Sentiment: Chairman John Boynton sold about $1.4 million of Nebius shares, a routine insider transaction that may draw attention but does not by itself change the company’s operating outlook. Nebius Chairman Sells Company Shares Worth $1.4 Million. Here’s a Closer Look at the Transaction.

Institutional Trading of Nebius Group

Large investors have recently bought and sold shares of the company. Allied Private Wealth LLC acquired a new position in shares of Nebius Group during the second quarter worth $25,000. Sarver Vrooman Wealth Advisors acquired a new stake in Nebius Group during the 2nd quarter valued at $28,000. GoalVest Advisory LLC purchased a new stake in Nebius Group during the 2nd quarter worth $28,000. MassMutual Private Wealth & Trust FSB increased its stake in Nebius Group by 95.7% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 229 shares of the company’s stock worth $63,000 after buying an additional 112 shares during the period. Finally, Sound Income Strategies LLC lifted its holdings in Nebius Group by 62.5% in the 1st quarter. Sound Income Strategies LLC now owns 260 shares of the company’s stock worth $27,000 after buying an additional 100 shares in the last quarter. Institutional investors and hedge funds own 21.90% of the company’s stock.

Nebius Group Price Performance

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 business’s fifty day simple moving average is $227.96 and its 200 day simple moving average is $154.07. The stock has a market cap of $54.89 billion, a price-to-earnings ratio of 69.97 and a beta of 4.10.

Nebius Group (NASDAQ:NBIS – Get Free Report) last announced its earnings results on Thursday, May 14th. The company reported ($0.23) earnings per share for the quarter, beating the consensus estimate of ($0.81) by $0.58. The company had revenue of $399.00 million during the quarter, compared to the consensus estimate of $375.13 million. Nebius Group had a negative return on equity of 9.11% and a net margin of 95.27%.The firm’s quarterly revenue was up 684.0% compared to the same quarter last year. Research analysts predict that Nebius Group N.V. will post -1.91 EPS for the current fiscal year.

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.