Henry James International Management Inc. Purchases 11,153 Shares of Nebius Group N.V. $NBIS

Posted by Francis Steltz on Oct 14th, 2026

Henry James International Management Inc. grew its position in shares of Nebius Group N.V. (NASDAQ:NBIS – Free Report) by 14.4% during the third quarter, Holdings Channel reports. The institutional investor owned 88,621 shares of the company’s stock after purchasing an additional 11,153 shares during the quarter. Nebius Group accounts for 6.3% of Henry James International Management Inc.’s holdings, making the stock its 2nd largest holding. Henry James International Management Inc.’s holdings in Nebius Group were worth $20,904,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in NBIS. BlackRock Inc. increased its holdings in Nebius Group by 16.0% in the 2nd quarter. BlackRock Inc. now owns 11,531,270 shares of the company’s stock worth $3,184,591,000 after acquiring an additional 1,593,684 shares during the last quarter. Situational Awareness LP bought a new stake in Nebius Group in the 2nd quarter valued at about $1,232,895,000. State Street Corp lifted its holdings in Nebius Group by 16.2% during the second quarter. State Street Corp now owns 4,069,875 shares of the company’s stock valued at $1,123,977,000 after purchasing an additional 568,415 shares during the last quarter. Jennison Associates LLC lifted its holdings in Nebius Group by 134.3% during the second quarter. Jennison Associates LLC now owns 3,983,899 shares of the company’s stock valued at $1,100,233,000 after purchasing an additional 2,283,676 shares during the last quarter. Finally, Accel Leaders 4 Associates L.P. purchased a new stake in Nebius Group during the second quarter valued at about $1,012,097,322. Institutional investors own 21.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on NBIS. DA Davidson reiterated a “neutral” rating and set a $175.00 target price on shares of Nebius Group in a research report on Thursday, August 13th. President Capital initiated coverage on shares of Nebius Group in a research report on Tuesday, June 30th. They issued a “buy” rating on the stock. Rosenblatt Securities started coverage on shares of Nebius Group in a research report on Thursday, October 8th. They issued a “buy” rating and a $304.00 price target on the stock. Rothschild & Co Redburn started coverage on shares of Nebius Group in a research note on Monday, September 21st. They set a “sell” rating and a $84.00 price target on the stock. Finally, Wall Street Zen raised shares of Nebius Group from a “strong sell” rating to a “sell” rating in a report on Sunday, August 16th. Three analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Nebius Group has an average rating of “Moderate Buy” and an average price target of $245.69.

View Our Latest Research Report on NBIS

Insiders Place Their Bets

In other Nebius Group news, CRO Marc Boroditsky sold 7,000 shares of the firm’s stock in a transaction on Monday, October 12th. The shares were sold at an average price of $211.23, for a total value of $1,478,610.00. Following the completion of the transaction, the executive directly owned 7,000 shares of the company’s stock, valued at $1,478,610. This trade represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Arkadiy Volozh sold 37,778 shares of the firm’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $234.16, for a total transaction of $8,846,096.48. Following the completion of the transaction, the chief executive officer directly owned 785,236 shares of the company’s stock, valued at approximately $183,870,861.76. The trade was a 4.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 151,230 shares of company stock worth $36,821,606.

Key Nebius Group News

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

Positive Sentiment: Nebius raised prices for virtual machines using NVIDIA’s B300, B200, H200 and H100 GPUs, suggesting strong demand for scarce AI-computing capacity and potential future improvement in revenue and margins. However, the benefit has not yet been reflected clearly in earnings. Nebius Has Pricing Power. Its Earnings Don’t Show It Yet.
Positive Sentiment: Rosenblatt’s Buy rating and other bullish analyst views support the long-term outlook for Nebius and the broader “neocloud” market serving AI developers. Nebius Slides Despite Rosenblatt’s New Buy Rating
Neutral Sentiment: A failed technical breakout has weakened momentum, while weakness in CoreWeave and other AI infrastructure shares indicates that sector-wide risk aversion—not a new operational setback at Nebius—is also influencing trading. Nebius Slides as Failed Breakout Tests Risk Appetite
Negative Sentiment: Investors are questioning whether Nebius’s valuation can be justified by current revenue and earnings. After a 168% five-year gain, substantial future growth appears priced in, increasing sensitivity to interest rates and disappointing results. Nebius Group Stock Seems Overvalued
Negative Sentiment: CRO Marc Boroditsky sold 7,000 shares worth approximately $1.48 million under a pre-arranged Rule 10b5-1 plan, halving his direct holdings. The planned sale limits its informational value, but it adds to an insider-selling overhang; recent disclosures show extensive insider selling and no reported purchases. Marc Boroditsky Insider Transaction
Negative Sentiment: Concerns remain over the heavy cost of GPUs and data-center expansion, pressure on cash flow, and possible dilution or leverage following Nebius’s approximately $5.75 billion convertible-note financing. Nebius Carries a Narrow Moat as Capital Spending Dwarfs Cash Flow

Nebius Group Price Performance

Shares of NBIS traded down $20.14 during midday trading on Wednesday, hitting $186.72. 21,048,107 shares of the company traded hands, compared to its average volume of 17,624,211. Nebius Group N.V. has a one year low of $73.52 and a one year high of $299.86. The firm has a market cap of $47.24 billion, a P/E ratio of -6,205.60 and a beta of 4.18. 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 stock has a 50-day moving average of $224.71 and a 200-day moving average of $205.77.

Nebius Group (NASDAQ:NBIS – Get Free Report) last released its quarterly earnings data on Thursday, August 13th. The company reported ($0.12) EPS for the quarter, beating analysts’ consensus estimates of ($0.67) by $0.55. The company had revenue of $582.30 million during the quarter, compared to analyst estimates of $567.91 million. Nebius Group had a net margin of 4.55% and a negative return on equity of 6.03%. Nebius Group’s revenue was up 454% compared to the same quarter last year. During the same period last year, the business earned $2.38 earnings per share. As a group, sell-side analysts predict that Nebius Group N.V. will post -3.48 EPS for the current fiscal year.

Nebius Group Company Profile

(Free Report)

Nebius Group N.V. is a technology company focused on artificial intelligence infrastructure and related services. Through its Nebius AI business, the company provides cloud-based computing infrastructure designed for developing, training and deploying machine-learning and generative AI applications, including access to accelerated computing, data storage, networking and managed cloud services.

The company also develops tools and services intended to support AI developers and businesses, including data and machine-learning infrastructure.