322,931 Shares in Nebius Group N.V. $NBIS Acquired by TTRF Capital Ltd

Posted by Stanley Muller on Aug 5th, 2026

TTRF Capital Ltd acquired a new position in shares of Nebius Group N.V. (NASDAQ:NBIS – Free Report) during the second quarter, Holdings Channel.com reports. The institutional investor acquired 322,931 shares of the company’s stock, valued at approximately $89,184,000. Nebius Group makes up about 58.8% of TTRF Capital Ltd’s investment portfolio, making the stock its biggest position.

Several other large investors also recently added to or reduced their stakes in the stock. Royal Bank of Canada acquired a new stake in shares of Nebius Group in the 1st quarter worth $1,628,000. Millennium Management LLC acquired a new position in shares of Nebius Group during the 1st quarter valued at about $11,563,000. NewEdge Advisors LLC acquired a new position in shares of Nebius Group during the 1st quarter valued at about $40,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC purchased a new stake in shares of Nebius Group in the first quarter valued at about $9,084,000. Finally, Daiwa Securities Group Inc. purchased a new stake in shares of Nebius Group in the second quarter valued at about $68,000. 21.90% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, insider Andrey Korolenko sold 33,871 shares of the company’s stock in a transaction that occurred on 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 transaction, the insider directly owned 551,338 shares in the company, valued at approximately $129,812,532.10. This represents a 5.79% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CTO Danila Shtan sold 16,937 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total transaction of $3,987,816.65. Following the completion of the transaction, the chief technology officer owned 274,763 shares in the company, valued at approximately $64,692,948.35. This represents a 5.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 651,704 shares of company stock worth $137,422,230.

More Nebius Group News

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

Positive Sentiment: A reported “Power Inflow” alert, indicating strong institutional and retail buying pressure, supported the stock’s upward momentum. Nebius Shares Rise After Key Trading Signal
Positive Sentiment: Investors are looking ahead to Nebius’ second-quarter results on August 12. Expectations for rapid growth and constructive guidance may be attracting buyers ahead of the report.
Positive Sentiment: The company’s approximately $775 million senior secured debt facility provides capital to expand AI cloud capacity. The financing is backed by deployed GPUs and contracted cash flows, potentially creating a repeatable model for customer-funded growth. Nebius Financing and AI Infrastructure Demand
Positive Sentiment: Positive coverage highlights Nebius’ vertically integrated infrastructure, NVIDIA partnership and strong revenue-growth visibility. One analysis also points to potential data-center expansion in India, which could lift capacity beyond the company’s current long-term plans.
Positive Sentiment: Broader enthusiasm for AI infrastructure remains a tailwind, with major technology companies signaling substantial capital spending and continuing demand for computing capacity. Nebius also has major AI infrastructure agreements that could improve future revenue visibility.
Neutral Sentiment: Piper Sandler initiated coverage with a Neutral rating and a $224 price target, slightly below the referenced $225.74 price. The firm preferred CoreWeave as its top “megawatt” AI infrastructure pick, citing greater scale and contracted-revenue visibility. Piper Sandler AI Infrastructure Coverage
Negative Sentiment: Insider-trading data shows 46 sales and no purchases by insiders over the past six months, including sizable sales by senior executives. This may raise valuation and confidence concerns, although the trades do not necessarily indicate a change in business fundamentals.

Analyst Upgrades and Downgrades

NBIS has been the subject of several recent analyst reports. Piper Sandler assumed coverage on shares of Nebius Group in a research report on Monday. They set a “neutral” rating and a $224.00 price objective for the company. Bank of America increased their price target on shares of Nebius Group from $240.00 to $280.00 and gave the company a “buy” rating in a research note on Monday, June 8th. BNP Paribas Exane began coverage on shares of Nebius Group in a report on Tuesday, June 2nd. They set a “neutral” rating and a $255.00 price target for the company. Freedom Capital raised shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 20th. Finally, Morgan Stanley upped their price objective on Nebius Group from $126.00 to $144.00 and gave the company an “equal weight” rating in a report on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, Nebius Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $222.29.

Read Our Latest Report on Nebius Group

Nebius Group Stock Up 6.2%

Shares of NBIS opened at $225.74 on Wednesday. The company’s 50-day moving average price is $225.81 and its 200 day moving average price is $161.88. Nebius Group N.V. has a 12-month low of $53.54 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 firm has a market cap of $57.12 billion, a P/E ratio of 72.82 and a beta of 4.23.

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, topping the consensus estimate of ($0.81) by $0.58. The company had revenue of $399.00 million during the quarter, compared to analyst estimates of $375.13 million. Nebius Group had a net margin of 95.27% and a negative return on equity of 9.11%. The business’s revenue for the quarter was up 684.0% on a year-over-year basis. On average, sell-side analysts forecast that Nebius Group N.V. will post -1.91 earnings per share for the current year.

Nebius Group Company Profile

(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.