Pinpoint Asset Management Singapore Pte. Ltd. Buys New Holdings in Nebius Group N.V. $NBIS

Posted by George Bondi on Aug 16th, 2026

Pinpoint Asset Management Singapore Pte. Ltd. purchased a new position in shares of Nebius Group N.V. (NASDAQ:NBIS – Free Report) during the second quarter, HoldingsChannel reports. The firm purchased 3,024 shares of the company’s stock, valued at approximately $835,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Orbis Allan Gray Ltd grew its stake in Nebius Group by 12.4% in the second quarter. Orbis Allan Gray Ltd now owns 17,651,930 shares of the company’s stock valued at $976,681,000 after acquiring an additional 1,949,708 shares during the period. Jennison Associates LLC raised its position in shares of Nebius Group by 134.3% during the second quarter. Jennison Associates LLC now owns 3,983,899 shares of the company’s stock worth $1,100,233,000 after purchasing an additional 2,283,676 shares during the period. Morgan Stanley lifted its holdings in shares of Nebius Group by 35.2% in the 4th quarter. Morgan Stanley now owns 3,704,659 shares of the company’s stock worth $310,099,000 after purchasing an additional 964,984 shares in the last quarter. Clear Street Group Inc. grew its position in Nebius Group by 95.0% in the 4th quarter. Clear Street Group Inc. now owns 3,511,656 shares of the company’s stock valued at $293,943,000 after purchasing an additional 1,710,924 shares during the period. Finally, Janus Henderson Group PLC increased its stake in Nebius Group by 14.9% during the 1st quarter. Janus Henderson Group PLC now owns 3,221,553 shares of the company’s stock valued at $334,263,000 after purchasing an additional 416,733 shares in the last quarter. Institutional investors own 21.90% of the company’s stock.

Insider Transactions at Nebius Group

In other news, insider Andrey Korolenko sold 33,871 shares of the firm’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total transaction of $7,974,926.95. Following the completion of the sale, the insider directly owned 551,338 shares of the company’s stock, valued at $129,812,532.10. This trade represents a 5.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director John Wilson Iv Boynton sold 5,812 shares of Nebius Group stock in a transaction on Monday, June 15th. The stock was sold at an average price of $253.29, for a total value of $1,472,121.48. Following the sale, the director owned 378,665 shares in the company, valued at $95,912,057.85. The trade was a 1.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 136,310 shares of company stock worth $32,569,613.

Key Stories Impacting Nebius Group

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

Positive Sentiment: Exceptional quarterly growth: Nebius reported revenue of $582.3 million, up 454% year over year, while adjusted EBITDA reached $236 million and annualized revenue run rate approached $3 billion. Its AI Cloud segment grew 514%, exceeding many investor expectations. Nebius Group Q2 2026 Earnings Call Highlights
Positive Sentiment: Large contracts and expanding capacity: Four AI infrastructure contracts reportedly exceed $1 billion in total value, helping push the contracted power target to 5 gigawatts and supporting a backlog of more than $40 billion. Investors see this as improving multiyear revenue visibility. Nebius Is Up After Multi-Billion AI Cloud Wins
Positive Sentiment: Analyst optimism: Citigroup raised its target to $324 and maintained a buy rating, while Bank of America lifted its target to $310 and Robert W. Baird raised its target to $340 with an outperform rating. Northland Securities also reiterated its buy rating. Northland Securities Reiterates Buy Rating
Positive Sentiment: UK expansion and trading momentum: Nebius is deploying NVIDIA-powered infrastructure at Vantage Data Centers’ Newport, Wales campus, expanding access to domestic UK AI compute. A reported “Power Inflow” order-flow signal also attracted momentum traders. Vantage and Nebius Expand UK AI Infrastructure
Neutral Sentiment: Execution remains central: A capacity auction cleared above prior pricing records, and customer prepayments may fund a substantial portion of planned capital expenditures. These developments improve funding flexibility but increase expectations for timely capacity delivery and sustained premium pricing. Nebius Q3 Auction Broke Its Price Ceiling
Negative Sentiment: Valuation and balance-sheet risks: Critics argue that Nebius is priced for very strong execution, while debt, asset depreciation and capital intensity could pressure long-term returns. Michael Burry’s reported short position and DA Davidson’s $175 neutral target add a bearish counterpoint. The Neoclouds Are a Trade, Not an Investment

Analysts Set New Price Targets

A number of research firms have weighed in on NBIS. Bank of America raised their price objective 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. DA Davidson restated a “neutral” rating and issued a $175.00 target price on shares of Nebius Group in a report on Thursday. Zacks Research cut shares of Nebius Group from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 31st. Citizens Jmp boosted their price objective on Nebius Group from $175.00 to $270.00 and gave the stock a “market outperform” rating in a report on Thursday, May 14th. Finally, Citigroup increased their price objective on Nebius Group from $278.00 to $324.00 and gave the stock a “buy” rating in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $226.00.

Get Our Latest Research Report on Nebius Group

Nebius Group Stock Up 8.8%

Nebius Group stock opened at $277.58 on Friday. Nebius Group N.V. has a fifty-two week low of $62.01 and a fifty-two week high of $299.86. The stock has a market cap of $70.23 billion, a PE ratio of -9,249.58 and a beta of 4.23. The firm’s 50-day simple moving average is $222.53 and its 200 day simple moving average is $168.13. The company has a debt-to-equity ratio of 0.82, a quick ratio of 8.33 and a current ratio of 4.03.

Nebius Group (NASDAQ:NBIS – Get Free Report) last released its earnings results on Wednesday, August 12th. The company reported ($0.12) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.67) by $0.55. The company had revenue of $582.30 million during the quarter, compared to analyst estimates of $567.91 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%.Nebius Group’s quarterly revenue was up 454% on a year-over-year basis. During the same period in the prior year, the company posted $2.38 earnings per share. Research analysts predict that Nebius Group N.V. will post -3.91 EPS for the current fiscal 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.