HighTower Advisors LLC raised its stake in shares of Nebius Group N.V. (NASDAQ:NBIS – Free Report) by 20.4% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 26,175 shares of the company’s stock after acquiring an additional 4,431 shares during the quarter. HighTower Advisors LLC’s holdings in Nebius Group were worth $7,229,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Allied Private Wealth LLC acquired a new position in shares of Nebius Group during the 2nd quarter valued at about $25,000. Sarver Vrooman Wealth Advisors bought a new position in shares of Nebius Group in the 2nd quarter valued at approximately $28,000. GoalVest Advisory LLC acquired a new stake in Nebius Group in the 2nd quarter worth approximately $28,000. N.E.W. Advisory Services LLC lifted its holdings in Nebius Group by 76.0% in the 2nd quarter. N.E.W. Advisory Services LLC now owns 176 shares of the company’s stock worth $49,000 after purchasing an additional 76 shares during the last quarter. Finally, Continuum Advisory LLC bought a new stake in Nebius Group during the second quarter worth approximately $52,000. Institutional investors and hedge funds own 21.90% of the company’s stock.
Nebius Group News Roundup
Here are the key news stories impacting Nebius Group this week:
- Positive Sentiment: Palantir selected Nebius as its preferred sovereign AI infrastructure partner. The relationship combines Palantir’s software with Nebius’ GPU data centers and could expand enterprise demand, accelerate capacity deployment and support modular data centers near available power. Sovereign AI: Palantir and Nebius Cut the Cloud Cord
- Positive Sentiment: Truist initiated coverage with a Buy rating and a $355 price target, implying substantial upside from the referenced share price. The initiation adds fresh institutional support to the stock.
- Positive Sentiment: Nebius reportedly auctioned Blackwell GPU capacity at its highest pricing yet, while management indicated it could sell its 2027 capacity but is deliberately limiting commitments. That points to strong demand and potential pricing power. Should You Grab Nebius In Anticipation of Full Capacity Pricing?
- Positive Sentiment: An optimistic analysis highlights multiyear AI-cloud contracts averaging more than $1 billion, customer prepayments covering roughly 50%–60% of related capacity spending and premium B200 pricing. These factors could improve cash conversion and shorten infrastructure payback periods. Nebius Stock Is Actually Cheap
Analyst Upgrades and Downgrades
Read Our Latest Stock Analysis on Nebius Group
Nebius Group Price Performance
Shares of NASDAQ:NBIS opened at $228.11 on Friday. The business has a 50 day moving average price of $211.71 and a 200 day moving average price of $186.12. Nebius Group N.V. has a twelve month low of $73.52 and a twelve month high of $299.86. The company has a market cap of $57.72 billion, a price-to-earnings ratio of -7,601.13 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 issued its quarterly earnings results on Thursday, August 13th. The company reported ($0.12) EPS for the quarter, topping 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 company had revenue of $582.30 million for the quarter, compared to the consensus estimate of $567.91 million. During the same period in the previous year, the business posted $2.38 EPS. The company’s revenue for the quarter was up 454% on a year-over-year basis. Research analysts predict that Nebius Group N.V. will post -3.76 earnings per share for the current year.
Insiders Place Their Bets
In related news, Director Charles E. Ryan sold 50,000 shares of the company’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $265.53, for a total transaction of $13,276,500.00. Following the completion of the transaction, the director directly owned 272,533 shares in the company, valued at $72,365,687.49. This represents a 15.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director John Wilson Iv Boynton sold 5,296 shares of the stock in a transaction on Friday, August 14th. The shares were sold at an average price of $270.99, for a total transaction of $1,435,163.04. Following the completion of the sale, the director directly owned 415,844 shares of the company’s stock, valued at approximately $112,689,565.56. This trade represents a 1.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 159,013 shares of company stock valued at $39,216,975 in the last 90 days.
Nebius Group Company Profile
Nebius Group N.V. (NASDAQ: NBIS) is a technology company focused on artificial intelligence infrastructure and related services. Its principal business is Nebius AI, a cloud platform that provides computing, storage, networking and managed infrastructure designed to support the development and deployment of AI applications, including access to accelerated computing resources.
The company also operates or develops businesses in adjacent technology markets. These include Toloka, which provides data and evaluation services for machine-learning systems; TripleTen, an online education platform offering technology-focused training; and Avride, a developer of autonomous driving and delivery technologies.
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