Mitsubishi UFJ Asset Management Co. Ltd. Boosts Position in Nebius Group N.V. $NBIS

Posted by Francis Steltz on Aug 19th, 2026

Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in shares of Nebius Group N.V. (NASDAQ:NBIS – Free Report) by 6.8% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 282,940 shares of the company’s stock after acquiring an additional 17,978 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Nebius Group were worth $78,140,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in NBIS. Orbis Allan Gray Ltd boosted its holdings 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 in the last quarter. Jennison Associates LLC raised its holdings in Nebius Group by 134.3% in the 2nd 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 in the last quarter. Morgan Stanley lifted its position 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 during the period. Clear Street Group Inc. lifted its position in shares of Nebius Group by 95.0% in the 4th quarter. Clear Street Group Inc. now owns 3,511,656 shares of the company’s stock worth $293,943,000 after purchasing an additional 1,710,924 shares during the period. Finally, Janus Henderson Group PLC boosted its stake in shares of 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. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on NBIS shares. Piper Sandler assumed coverage on shares of Nebius Group in a research report on Monday, August 3rd. They set a “neutral” rating and a $224.00 price target on the stock. Freedom Capital upgraded shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. Robert W. Baird upped their target price on Nebius Group from $250.00 to $340.00 and gave the stock an “outperform” rating in a report on Thursday, August 13th. Wall Street Zen upgraded Nebius Group from a “strong sell” rating to a “sell” rating in a research note on Sunday. Finally, Morgan Stanley lifted their price target on Nebius Group from $126.00 to $144.00 and gave the company an “equal weight” rating in a research report on Thursday, May 14th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $226.00.

Get Our Latest Analysis on Nebius Group

Key Stories Impacting Nebius Group

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

Positive Sentiment: Analyst optimism remains a support for NBIS. DA Davidson reportedly restored a previously reduced price target after a New Jersey data-center approval removed a key capacity concern, while other coverage cited targets as high as $324. DA Davidson Reverses Course on Nebius Target Cut
Positive Sentiment: Nebius continues to benefit from strong AI-compute demand. Recent reports highlighted rising data-center pricing, capacity expansion supported by customer backlogs, and multi-billion-dollar contracts or commitments involving major technology customers. Its latest quarter also showed 454% year-over-year revenue growth and an earnings beat.
Positive Sentiment: Soros Fund Management’s second-quarter 13F reportedly included Nebius among a group of AI-infrastructure investments, potentially reinforcing institutional interest in the sector. 5 AI Infrastructure Stocks Soros Just Bought
Neutral Sentiment: Two directors sold shares under pre-arranged Rule 10b5-1 plans: Charles E. Ryan sold 50,000 shares for approximately $13.3 million, reducing his stake by 15.5%, while John Wilson Iv Boynton sold 5,296 shares for about $1.4 million, reducing his ownership by 1.26%. Both directors retained substantial positions, limiting the signal’s significance. SEC Insider Transaction Filing
Negative Sentiment: Neocloud stocks sold off broadly as the 19-year Treasury yield reached a new high and investors questioned whether AI revenue growth can justify the sector’s heavy capital spending. Nebius was among the affected operators. Neocloud Stocks Plummet on Rising Overspend Fears
Negative Sentiment: Valuation remains a major risk. Analysts and commentators note that NBIS trades at an exceptionally high sales multiple despite projected annual losses, leaving the stock vulnerable if growth, pricing, or capacity expansion disappoints.
Negative Sentiment: Investor Michael Burry has questioned the economics of AI-compute contracts, while the potential Crusoe IPO could introduce another competitor for capital and customer demand in AI data centers. Is This the Next CoreWeave or Nebius Group?

Insider Transactions at Nebius Group

In other news, Director John Wilson Iv Boynton sold 5,296 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $270.99, for a total value of $1,435,163.04. Following the sale, the director directly owned 415,844 shares of the company’s stock, valued at $112,689,565.56. The trade was a 1.26% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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 value of $3,987,816.65. Following the completion of the sale, the chief technology officer owned 274,763 shares in the company, valued at $64,692,948.35. The trade was a 5.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 186,506 shares of company stock worth $46,264,387.

Nebius Group Trading Down 7.6%

Shares of NASDAQ NBIS opened at $248.43 on Wednesday. Nebius Group N.V. has a 1 year low of $62.01 and a 1 year high of $299.86. The company has a debt-to-equity ratio of 0.82, a current ratio of 4.03 and a quick ratio of 4.03. The firm has a 50-day moving average of $224.11 and a 200 day moving average of $170.92. The stock has a market cap of $62.86 billion, a P/E ratio of -8,278.24 and a beta of 4.23.

Nebius Group (NASDAQ:NBIS – Get Free Report) last announced its quarterly earnings data on Wednesday, August 12th. The company reported ($0.12) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.67) by $0.55. Nebius Group had a net margin of 4.55% and a negative return on equity of 6.03%. The business had revenue of $582.30 million for the quarter, compared to analysts’ expectations of $567.91 million. During the same quarter in the prior year, the company earned $2.38 earnings per share. The business’s revenue was up 454% compared to the same quarter last year. As a group, sell-side analysts expect that Nebius Group N.V. will post -3.91 EPS for the current fiscal year.

Nebius Group 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.