Nebius Group (NASDAQ:NBIS) Now Covered by Analysts at Robert W. Baird

Posted by Brian Himes on Jul 22nd, 2026

Equities researchers at Robert W. Baird started coverage on shares of Nebius Group (NASDAQ:NBIS – Get Free Report) in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage set an “outperform” rating and a $250.00 price target on the stock. Robert W. Baird’s target price indicates a potential upside of 15.25% from the company’s previous close.

Several other equities analysts have also commented on NBIS. Citizens Jmp upped their target price on Nebius Group from $175.00 to $270.00 and gave the company a “market outperform” rating in a research note on Thursday, May 14th. Wolfe Research began coverage on Nebius Group in a research note on Thursday, April 16th. They issued a “peer perform” rating on the stock. Wall Street Zen upgraded Nebius Group from a “strong sell” rating to a “sell” rating in a report on Saturday, May 16th. Weiss Ratings raised shares of Nebius Group from a “hold (c-)” rating to a “hold (c)” rating in a research note on Wednesday, May 20th. Finally, Morgan Stanley increased their price objective on shares of Nebius Group from $126.00 to $144.00 and gave the stock an “equal weight” rating in a report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $222.15.

Check Out Our Latest Stock Analysis on NBIS

Nebius Group Stock Up 18.8%

Shares of NASDAQ NBIS opened at $216.92 on Wednesday. The firm has a market cap of $54.88 billion, a P/E ratio of 69.97 and a beta of 4.10. The company has a debt-to-equity ratio of 1.16, a quick ratio of 8.33 and a current ratio of 8.33. Nebius Group has a 1 year low of $49.00 and a 1 year high of $299.86. The firm’s 50 day moving average price is $228.72 and its 200 day moving average price is $155.01.

Nebius Group (NASDAQ:NBIS – Get Free Report) last issued its quarterly earnings results on Thursday, May 14th. The company reported ($0.23) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.81) by $0.58. 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 analyst estimates of $375.13 million. The company’s quarterly revenue was up 684.0% on a year-over-year basis. As a group, sell-side analysts anticipate that Nebius Group will post -1.91 earnings per share for the current year.

Insider Activity at Nebius Group

In other news, CFO Sanchez Maria Del Dado Alonso sold 1,509 shares of the company’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $276.20, for a total transaction of $416,785.80. Following the completion of the sale, the chief financial officer directly owned 12,672 shares in the company, valued at $3,500,006.40. This represents a 10.64% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, insider Andrey Korolenko sold 33,871 shares of the stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total value of $7,974,926.95. Following the completion of the transaction, the insider directly owned 551,338 shares in the company, valued at $129,812,532.10. This trade represents a 5.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 668,405 shares of company stock worth $140,422,170.

Hedge Funds Weigh In On Nebius Group

A number of large investors have recently modified their holdings of NBIS. Allied Private Wealth LLC acquired a new position in shares of Nebius Group in the 2nd quarter valued at about $25,000. Parkside Financial Bank & Trust acquired a new stake in Nebius Group during the 4th quarter worth approximately $25,000. Root Financial Partners LLC acquired a new stake in Nebius Group during the 4th quarter worth approximately $26,000. SHP Wealth Management purchased a new position in Nebius Group in the fourth quarter valued at approximately $26,000. Finally, Sound Income Strategies LLC raised its holdings in Nebius Group by 62.5% in the first quarter. Sound Income Strategies LLC now owns 260 shares of the company’s stock valued at $27,000 after buying an additional 100 shares during the period. 21.90% of the stock is currently owned by hedge funds and other institutional investors.

Nebius Group News Summary

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 cloud company has strong strategic backing from a semiconductor leader. Nebius stock surges as Nvidia discloses 9.3% stake in neocloud
Positive Sentiment: Northland Securities raised its price target on Nebius Group to $410 and reiterated an outperform rating, signaling more upside potential. Northland Securities Boosts Nebius Group (NASDAQ:NBIS) Price Target to $410.00
Positive Sentiment: Freedom Capital upgraded Nebius to strong-buy/buy, adding to the bullish analyst momentum behind the stock. Can Nebius’ $775M Debt Facility Accelerate Its Global AI Expansion?
Neutral Sentiment: Nebius secured a $775 million debt facility to help fund AI infrastructure expansion, which supports growth but also adds leverage to the story. Nebius Group (NBIS) Secures $775 Million In Debt To Expand Its AI Cloud
Negative Sentiment: Chairman John Boynton sold about $1.4 million worth of shares, a transaction that may slightly temper investor enthusiasm. Nebius Chairman Sells Company Shares Worth $1.4 Million. Here’s a Closer Look at the Transaction.

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.