Nebius Group (NASDAQ:NBIS) Stock Price Up 3.2% – Time to Buy?

Posted by Geri Gentry on Sep 3rd, 2026

Shares of Nebius Group N.V. (NASDAQ:NBIS – Get Free Report) shot up 3.2% during mid-day trading on Thursday . The stock traded as high as $211.67 and last traded at $210.63. Approximately 10,596,858 shares changed hands during mid-day trading, a decline of 41% from the average daily volume of 17,880,379 shares. The stock had previously closed at $204.09.

Nebius Group News Roundup

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

Positive Sentiment: Bullish technical outlook: Barron’s reported that technical indicators suggest NBIS may have established a floor at current levels, with potential upside of nearly 50% by year-end if the trend continues. Why Nebius Group Should Find A Floor at Current Levels
Positive Sentiment: AI capacity expansion accelerates: Nebius raised its year-end contracted power target from more than 3 gigawatts to 5 gigawatts within six months after securing major AI data-center deals. The larger target strengthens the company’s growth narrative and could materially increase future cloud revenue. How Nebius Group’s AI Data Center Power Surge Could Reshape Investors
Positive Sentiment: Recent coverage continues to identify Nebius as a leading AI infrastructure stock, with analysts focusing on its pricing model, customer demand and ability to monetize expanded data-center capacity. Nebius Group And 2 Top AI Stocks To Watch
Neutral Sentiment: Management plans to attend upcoming investor conferences, which could provide additional updates on customer contracts, infrastructure deployment and financial targets but does not represent a new operating announcement. Nebius to Participate in Upcoming Investor Conferences
Neutral Sentiment: NBIS was included in a list of stocks with short-squeeze potential. This could amplify gains if short sellers cover positions, but it is a speculative trading factor rather than a fundamental change. 15 Stocks to Watch With Short Squeeze Potential
Negative Sentiment: Spending and financing concerns: Commentary warns that AI neocloud companies are taking on significant debt to fund data-center construction. Planned capital expenditures of roughly $20 billion could increase financing and execution risk, particularly while bond yields remain elevated. Should CoreWeave and Nebius Investors Be Worried About Circular Financing?
Negative Sentiment: OpenAI CEO Sam Altman described some new AI-cloud capacity plans as potentially “unsustainable silliness,” raising broader concerns about oversupply, aggressive spending and inflated valuations across the neocloud sector. Sam Altman Sees Unsustainable Silliness in AI Compute Spending
Negative Sentiment: Nebius CFO Sanchez Maria Del Dado Alonso sold 470 shares for approximately $92,120, reducing her direct stake by 3.71%. The relatively small transaction may weigh modestly on sentiment but does not materially change insider ownership. SEC Insider Transaction Filing

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on NBIS shares. DA Davidson restated a “neutral” rating and set a $175.00 price target on shares of Nebius Group in a report on Thursday, August 13th. Citizens Jmp raised their target price on shares of Nebius Group from $175.00 to $270.00 and gave the company a “market outperform” rating in a report on Thursday, May 14th. Citigroup boosted their price target on shares of Nebius Group from $278.00 to $324.00 and gave the stock a “buy” rating in a research report on Friday, August 14th. Morgan Stanley upped their price target on shares of Nebius Group from $126.00 to $144.00 and gave the company an “equal weight” rating in a research note on Thursday, May 14th. Finally, Freedom Capital upgraded shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 20th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $226.00.

Read Our Latest Research Report on Nebius Group

Nebius Group Price Performance

The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.82. The company has a market capitalization of $53.29 billion, a PE ratio of -7,018.66 and a beta of 4.23. The stock’s 50-day moving average is $213.78 and its two-hundred day moving average is $180.66.

Nebius Group (NASDAQ:NBIS – Get Free Report) last announced its earnings results on Thursday, August 13th. The company reported ($0.12) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.67) by $0.55. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%.The business had revenue of $582.30 million during the quarter, compared to analyst estimates of $567.91 million. During the same quarter in the previous year, the business earned $2.38 earnings per share. The company’s revenue for the quarter was up 454% compared to the same quarter last year. On average, equities analysts predict that Nebius Group N.V. will post -3.76 EPS for the current year.

Insider Activity at Nebius Group

In other Nebius Group news, insider Andrey Korolenko sold 33,871 shares of the company’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 transaction, the insider owned 551,338 shares of the company’s stock, valued at $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 is available through this hyperlink. Also, Director Charles Ryan sold 50,000 shares of the stock in a transaction on Friday, August 14th. The stock was sold at an average price of $265.53, for a total value of $13,276,500.00. Following the completion of the sale, the director owned 272,533 shares in the company, valued at approximately $72,365,687.49. The trade was a 15.50% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 159,013 shares of company stock worth $39,216,975 over the last quarter.

Institutional Investors Weigh In On Nebius Group

A number of institutional investors and hedge funds have recently added to or reduced their stakes in NBIS. Confluence Investment Management LLC lifted its holdings in shares of Nebius Group by 2.0% in the 2nd quarter. Confluence Investment Management LLC now owns 2,475 shares of the company’s stock worth $684,000 after buying an additional 48 shares during the period. Jasper Ridge Partners L.P. raised its holdings in shares of Nebius Group by 0.5% in the second quarter. Jasper Ridge Partners L.P. now owns 16,132 shares of the company’s stock valued at $4,455,000 after acquiring an additional 74 shares in the last quarter. Ancora Advisors LLC raised its holdings in shares of Nebius Group by 18.8% in the second quarter. Ancora Advisors LLC now owns 475 shares of the company’s stock valued at $131,000 after acquiring an additional 75 shares in the last quarter. N.E.W. Advisory Services LLC lifted its stake in Nebius Group by 76.0% in the second quarter. N.E.W. Advisory Services LLC now owns 176 shares of the company’s stock worth $49,000 after acquiring an additional 76 shares during the period. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in Nebius Group by 2.7% in the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,977 shares of the company’s stock worth $309,000 after acquiring an additional 79 shares during the period. Institutional investors own 21.90% of the company’s stock.

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.