Nebius Group (NASDAQ:NBIS) Stock Price Up 2.1% – Time to Buy?

Posted by Stanley Muller on Aug 29th, 2026

Nebius Group N.V. (NASDAQ:NBIS – Get Free Report) shares rose 2.1% on Thursday . The stock traded as high as $228.50 and last traded at $218.48. 15,889,510 shares changed hands during mid-day trading, a decline of 12% from the average daily volume of 18,082,855 shares. The stock had previously closed at $213.93.

Key Headlines Impacting Nebius Group

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

Positive Sentiment: Nebius received a powerful boost from a reported $5.75 billion funding haul, easing concerns about how it will finance its planned AI expansion. The funding strengthens the company’s ability to build computing and data-center capacity, a key potential catalyst for future growth. What’s Going On With Nebius Stock Thursday
Positive Sentiment: Strong results from Nvidia reinforced expectations for sustained AI demand. Because Nebius is positioned as an AI infrastructure provider, investors interpreted Nvidia’s outlook as supportive of continued demand for GPUs, cloud capacity and data-center services. Nebius stock outlook as Nvidia predicts robust AI growth
Positive Sentiment: Palo Alto Networks’ CEO reportedly described Nebius as operating in “a different league,” highlighting the scarcity of high-performance computing capacity and the pricing power available to companies with GPUs and data-center infrastructure. Palo Alto Networks’ CEO Says Nebius Is in a Different League
Neutral Sentiment: Broader technology-sector strength and improving technical and sentiment indicators could provide a favorable backdrop for high-growth AI stocks, although this is a market-wide factor rather than a Nebius-specific development. Why the Summer Slump is Setting Up Wall Street’s Next Rally
Negative Sentiment: Valuation is the main counterweight. Shares have gained about 203% over the past year, suggesting that considerable AI growth is already reflected in the price. Investors are questioning whether the expansion plans justify the premium valuation, leaving NBIS vulnerable to profit-taking or disappointment if execution slows. Is Nebius Group Priced For Perfection On AI Growth?

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. Citigroup lifted their target price on shares of Nebius Group from $278.00 to $324.00 and gave the stock a “buy” rating in a report on Friday, August 14th. Piper Sandler began coverage on shares of Nebius Group in a report on Monday, August 3rd. They issued a “neutral” rating and a $224.00 price target on the stock. BNP Paribas Exane began coverage on shares of Nebius Group in a research report on Tuesday, June 2nd. They set a “neutral” rating and a $255.00 price objective for the company. Bank of America raised their price objective on shares of Nebius Group from $240.00 to $280.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Finally, DA Davidson restated a “neutral” rating and set a $175.00 price objective on shares of Nebius Group in a report on Thursday, August 13th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $226.00.

View Our Latest Research Report on NBIS

Nebius Group Stock Down 4.3%

The stock has a fifty day moving average price of $217.95 and a two-hundred day moving average price of $177.67. The company has a market cap of $52.93 billion, a price-to-earnings ratio of -6,970.34 and a beta of 4.23. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.82.

Nebius Group (NASDAQ:NBIS – Get Free Report) last released its quarterly earnings results on Thursday, August 13th. The company reported ($0.12) EPS for the quarter, beating the consensus estimate 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 the consensus estimate of $567.91 million. During the same period in the prior year, the company posted $2.38 earnings per share. Nebius Group’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 -3.76 EPS for the current year.

Insider Activity

In related news, CRO Marc Boroditsky sold 10,776 shares of the firm’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $276.20, for a total value of $2,976,331.20. Following the transaction, the executive owned 26,886 shares in the company, valued at approximately $7,425,913.20. This trade represents a 28.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, 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 value of $7,974,926.95. Following the completion of the transaction, the insider owned 551,338 shares in the company, valued at $129,812,532.10. The trade was a 5.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 186,506 shares of company stock worth $46,264,387.

Institutional Investors Weigh In On Nebius Group

A number of large investors have recently bought and sold shares of NBIS. California State Teachers Retirement System boosted its position in shares of Nebius Group by 23,011.0% during the 2nd quarter. California State Teachers Retirement System now owns 62,163,381 shares of the company’s stock worth $17,167,661,000 after acquiring an additional 61,894,404 shares in the last quarter. Orbis Allan Gray Ltd raised its position in Nebius Group by 12.4% during the second quarter. Orbis Allan Gray Ltd now owns 17,651,930 shares of the company’s stock valued at $976,681,000 after purchasing an additional 1,949,708 shares in the last quarter. BlackRock Inc. increased its stake in shares of Nebius Group by 16.0% in the 2nd quarter. BlackRock Inc. now owns 11,531,270 shares of the company’s stock valued at $3,184,591,000 after purchasing an additional 1,593,684 shares during the last quarter. Situational Awareness LP acquired a new position in shares of Nebius Group during the 2nd quarter worth $1,232,895,000. Finally, Jennison Associates LLC raised its holdings in shares of Nebius Group by 134.3% during the 2nd quarter. Jennison Associates LLC now owns 3,983,899 shares of the company’s stock worth $1,100,233,000 after buying an additional 2,283,676 shares in the last quarter. 21.90% of the stock is currently owned by institutional investors and hedge funds.

About Nebius Group

(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.