Insider Selling: Nebius Group (NASDAQ:NBIS) CFO Sells $92,120.00 in Stock

Posted by Francis Steltz on Sep 2nd, 2026

Nebius Group N.V. (NASDAQ:NBIS – Get Free Report) CFO Sanchez Maria Del Dado Alonso sold 470 shares of the firm’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $196.00, for a total value of $92,120.00. Following the completion of the sale, the chief financial officer directly owned 12,202 shares in the company, valued at approximately $2,391,592. This represents a 3.71% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink.

Nebius Group Price Performance

Shares of NBIS traded down $0.14 during midday trading on Wednesday, hitting $199.40. The company’s stock had a trading volume of 4,934,184 shares, compared to its average volume of 17,888,014. 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 N.V. has a one year low of $63.26 and a one year high of $299.86. The stock has a market capitalization of $50.45 billion, a price-to-earnings ratio of -6,643.82 and a beta of 4.24. The company’s fifty day simple moving average is $214.89 and its two-hundred day simple moving average is $179.86.

Nebius Group (NASDAQ:NBIS – Get Free Report) last announced its quarterly earnings data on Thursday, August 13th. The company reported ($0.12) earnings per share for the quarter, topping the consensus estimate of ($0.67) by $0.55. The business had revenue of $582.30 million during the quarter, compared to the consensus estimate 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 revenue for the quarter was up 454% on a year-over-year basis. During the same period in the prior year, the company earned $2.38 EPS. As a group, equities analysts expect that Nebius Group N.V. will post -3.76 earnings per share for the current fiscal year.

Key Nebius Group News

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

Positive Sentiment: Nebius raised its year-end power target to 5 gigawatts, up from more than 3 gigawatts. The larger capacity target could support significant additional AI-cloud revenue, particularly given the company’s reported backlog and disclosed customer pricing. Nebius Raised Its Year-End Power Target From More Than 3 Gigawatts to 5 in 6 Months
Positive Sentiment: Nebius’ reported $37.5 billion backlog and strong demand for dedicated AI data-center capacity reinforce the growth case. The company has gained more than 200% over the past year on major customer deals and expanding infrastructure plans. What to Understand Before Buying Nebius
Neutral Sentiment: Management will participate in upcoming investor conferences, potentially giving investors more details on demand, power availability, pricing, capital spending and customer commitments. The announcement itself does not change financial guidance. Nebius to Participate in Upcoming Investor Conferences
Neutral Sentiment: Recent analysis examines whether Nebius’ pricing model can convert growing AI-compute demand into attractive margins. The key investor question is whether pricing power will offset the cost of deploying large amounts of infrastructure. This Is the New Pricing Story for Nebius
Negative Sentiment: Analysts highlighted that roughly three customers generate nearly 60% of revenue, while Nebius may face approximately $20 billion in capital spending. That combination creates concentration, execution and financing risks despite the large backlog. What to Understand Before Buying Nebius
Negative Sentiment: A global bond-market selloff and higher Treasury yields are pressuring capital-intensive AI companies by raising the cost of funding data-center expansion. Nebius shares weakened alongside other AI infrastructure stocks. Oracle Falls 4% as Bond Selloff Tests Its Debt-Funded AI Buildout, Nebius Slips
Negative Sentiment: One recent analysis downgraded Nebius after its rally, signaling that the stock’s valuation may already reflect substantial future growth. Investors are also weighing competition from other companies building large AI-computing capacity. Nebius Stock Deserves a Pause After Rally

Institutional Inflows and Outflows

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

Wall Street Analysts Forecast Growth

NBIS has been the topic of several research reports. Freedom Capital raised shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. Zacks Research downgraded shares of Nebius Group from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 31st. Bank of America raised their target price on shares of Nebius Group from $240.00 to $280.00 and gave the company a “buy” rating in a research report on Monday, June 8th. BNP Paribas Exane assumed coverage on shares of Nebius Group in a research note on Tuesday, June 2nd. They set a “neutral” rating and a $255.00 target price on the stock. Finally, Morgan Stanley upped their price target on shares of Nebius Group from $126.00 to $144.00 and gave the stock an “equal weight” rating in a report on Thursday, May 14th. One research 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 company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $226.00.

Read Our Latest Research Report on NBIS

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.