Nebius Group (NASDAQ:NBIS) Upgraded by Robert W. Baird to Strong-Buy Rating

Posted by Francis Steltz on Jul 23rd, 2026

Robert W. Baird upgraded shares of Nebius Group (NASDAQ:NBIS – Free Report) to a strong-buy rating in a report published on Tuesday,Zacks.com reports.

NBIS has been the topic of a number of other research reports. 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. Northland Securities increased their price objective on shares of Nebius Group from $248.00 to $410.00 and gave the stock an “outperform” rating in a research report on Monday. Zacks Research raised Nebius Group from a “hold” rating to a “strong-buy” rating in a research note on Friday, July 17th. Freedom Capital upgraded Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Monday. Finally, Wall Street Zen raised Nebius Group from a “strong sell” rating to a “sell” rating in a research note on Saturday, May 16th. Three research 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. According to data from MarketBeat.com, Nebius Group currently has a consensus rating of “Moderate Buy” and an average target price of $222.15.

Get Our Latest Stock Report on Nebius Group

Nebius Group Stock Up 0.6%

Shares of NASDAQ:NBIS opened at $218.16 on Tuesday. The company has a market cap of $55.20 billion, a price-to-earnings ratio of 70.37 and a beta of 4.10. Nebius Group has a 12 month low of $50.00 and a 12 month high of $299.86. The company has a current ratio of 8.33, a quick ratio of 8.33 and a debt-to-equity ratio of 1.16. The company has a 50-day moving average price of $228.94 and a 200 day moving average price of $155.95.

Nebius Group (NASDAQ:NBIS – Get Free Report) last posted its quarterly earnings data on Thursday, May 14th. The company reported ($0.23) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.81) by $0.58. The business had revenue of $399.00 million during the quarter, compared to analyst estimates 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 revenue was up 684.0% compared to the same quarter last year. As a group, equities research analysts predict that Nebius Group will post -1.91 earnings per share for the current year.

Insider Activity at Nebius Group

In related news, CFO Sanchez Maria Del Dado Alonso sold 1,509 shares of the stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $276.20, for a total value of $416,785.80. Following the transaction, the chief financial officer owned 12,672 shares of the company’s stock, valued at $3,500,006.40. This represents a 10.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Andrey Korolenko sold 33,871 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $235.45, for a total value of $7,974,926.95. Following the sale, the insider directly owned 551,338 shares in the company, valued at approximately $129,812,532.10. The trade was a 5.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 668,405 shares of company stock worth $140,422,170 over the last ninety days.

Institutional Trading of Nebius Group

Hedge funds and other institutional investors have recently made changes to their positions in the business. Allied Private Wealth LLC purchased a new position in Nebius Group during the 2nd quarter worth $25,000. Sarver Vrooman Wealth Advisors purchased a new stake in Nebius Group in the second quarter valued at about $28,000. GoalVest Advisory LLC acquired a new stake in Nebius Group in the second quarter worth about $28,000. MassMutual Private Wealth & Trust FSB grew its stake in shares of Nebius Group by 95.7% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 229 shares of the company’s stock worth $63,000 after acquiring an additional 112 shares during the last quarter. Finally, Sound Income Strategies LLC grew its stake in shares of Nebius Group by 62.5% during the first quarter. Sound Income Strategies LLC now owns 260 shares of the company’s stock worth $27,000 after acquiring an additional 100 shares during the last quarter. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Nebius Group News Roundup

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

Positive Sentiment: Robert W. Baird initiated coverage with an “outperform” rating and a $250 price target, adding another bullish analyst call to the stock’s recent momentum. Benzinga article
Positive Sentiment: Northland Securities raised its price target to $410, reinforcing the view that Nebius may still have significant upside if AI infrastructure demand keeps accelerating. Northland Securities Boosts Nebius Group (NASDAQ:NBIS) Price Target to $410.00
Positive Sentiment: Freedom Capital Markets upgraded Nebius from hold to strong-buy, which further boosted sentiment around the stock. Zacks.com article
Positive Sentiment: Multiple reports highlighted Nvidia’s 9.3% stake in Nebius as a strong vote of confidence in the company’s AI cloud strategy, helping extend the stock’s rally. CNBC article
Positive Sentiment: Nebius also benefited from attention on its $775 million debt facility, which supports expansion without relying as heavily on equity dilution. Zacks article
Neutral Sentiment: One article noted the chairman sold a small block of shares, but the transaction was limited and does not appear to change the broader bullish thesis. Motley Fool article

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.