Nebius Group (NASDAQ:NBIS) Raised to Strong-Buy at Zacks Research

Posted by Brian Himes on Oct 21st, 2026

Nebius Group (NASDAQ:NBIS – Get Free Report) was upgraded by investment analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a report released on Monday, Zacks reports.

Several other equities analysts have also recently weighed in on the company. Wall Street Zen raised Nebius Group from a “strong sell” rating to a “sell” rating in a research report on Sunday, August 16th. Northland Securities lifted their target price on shares of Nebius Group from $248.00 to $410.00 and gave the company an “outperform” rating in a research report on Monday, July 20th. Weiss Ratings lowered Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, October 15th. Rothschild & Co Redburn assumed coverage on shares of Nebius Group in a research note on Monday, September 21st. They set a “sell” rating and a $84.00 price objective on the stock. Finally, BNP Paribas Exane upgraded Nebius Group from a “neutral” rating to an “outperform” rating and increased their target price for the stock from $260.00 to $399.00 in a report on Thursday, September 24th. Four investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $245.69.

View Our Latest Stock Report on NBIS

Nebius Group Stock Performance

NBIS stock opened at $171.45 on Monday. 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 has a 12 month low of $73.52 and a 12 month high of $299.86. The firm has a 50 day moving average of $222.86 and a two-hundred day moving average of $208.43. The company has a market capitalization of $43.38 billion, a price-to-earnings ratio of -5,713.10 and a beta of 4.18.

Nebius Group (NASDAQ:NBIS – Get Free Report) last announced its quarterly earnings results on Thursday, August 13th. The company reported ($0.12) earnings per share for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $567.91 million. During the same quarter in the previous year, the firm earned $2.38 earnings per share. The business’s quarterly revenue was up 454% compared to the same quarter last year. As a group, equities analysts anticipate that Nebius Group will post -3.48 EPS for the current fiscal year.

Insider Activity at Nebius Group

In other news, Director Wilson Boynton sold 7,260 shares of the firm’s stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $177.63, for a total transaction of $1,289,593.80. Following the sale, the director owned 403,522 shares of the company’s stock, valued at $71,677,612.86. This trade represents a 1.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Danila Shtan sold 14,546 shares of the firm’s stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $234.16, for a total transaction of $3,406,091.36. Following the sale, the chief technology officer owned 260,217 shares in the company, valued at $60,932,412.72. This trade represents a 5.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 158,490 shares of company stock worth $38,111,200.

Hedge Funds Weigh In On Nebius Group

Large investors have recently added to or reduced their stakes in the company. Revisor Wealth Management LLC grew its holdings in shares of Nebius Group by 20.4% during the third quarter. Revisor Wealth Management LLC now owns 1,568 shares of the company’s stock worth $370,000 after buying an additional 266 shares in the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd increased its position in Nebius Group by 5.6% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 30,159 shares of the company’s stock worth $7,114,000 after buying an additional 1,595 shares during the last quarter. CWA Asset Management Group LLC raised its stake in Nebius Group by 2.5% in the 3rd quarter. CWA Asset Management Group LLC now owns 3,729 shares of the company’s stock valued at $880,000 after acquiring an additional 92 shares during the period. Teamwork Financial Advisors LLC raised its position in shares of Nebius Group by 6.3% in the third quarter. Teamwork Financial Advisors LLC now owns 6,707 shares of the company’s stock valued at $1,582,000 after purchasing an additional 397 shares during the period. Finally, Onyx Bridge Wealth Group LLC bought a new position in Nebius Group in the 3rd quarter valued at about $700,000. Institutional investors own 21.90% of the company’s stock.

Trending Headlines about Nebius Group

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

Positive Sentiment: Nebius continues to benefit from strong underlying AI demand. Recent coverage highlighted 454% year-over-year quarterly revenue growth, approximately $3 billion in annualized recurring revenue, and a reported $37.5 billion signed backlog. Some analysts also view Nebius as better positioned than more heavily indebted competitors because of comparatively disciplined capital spending. Nebius Is Poised To Feast On The CoreWeave Rout
Positive Sentiment: Analyst support remains a potential counterweight to the sell-off. Nebius has an overall “Moderate Buy” consensus rating and an average price target of $245.69, while separate coverage has cited targets as high as $355 and $399. A director also purchased 148 shares for about $25,159, offering a modest insider-confidence signal. Nebius Average Price Target
Neutral Sentiment: The long-term AI buildout may still have substantial runway, with industry commentary suggesting that much of the expected spending on GPUs, data centers, power, cooling, and networking has yet to occur. However, this supports the broader opportunity rather than near-term earnings.
Negative Sentiment: Elice’s 32% trading-debut collapse has intensified fears that AI-infrastructure valuations and demand expectations have become excessive. Shares of Nebius and CoreWeave came under pressure as investors questioned whether data-center operators can generate adequate returns on enormous GPU and capacity investments. Elice’s IPO Collapse Puts AI Infrastructure Stocks Under Fresh Pressure
Negative Sentiment: Gartner-related commentary warned that as many as 80% of “neocloud” companies could fail or disappear by 2030 if AI capital spending continues to outpace returns. Investors are also focused on Nebius’s execution burden: it may need second-half revenue to more than double first-half revenue to meet its 2026 outlook. Gartner Neocloud Warning
Negative Sentiment: Director Wilson Boynton sold 7,260 shares for approximately $1.29 million under a pre-arranged Rule 10b5-1 plan. He retained a substantial stake, limiting the signal, but the transaction adds to near-term selling pressure and investor caution. SEC Insider Transaction Filing

About Nebius Group

(Get Free Report)

Nebius Group N.V. is a technology company focused on providing cloud infrastructure and services for artificial intelligence and machine learning applications. Through its Nebius AI division, the company offers access to high-performance computing, graphics processing units (GPUs), storage, networking, and related tools designed to help businesses and developers train, deploy, and operate AI models.

The company also operates or supports other technology businesses, including Toloka, an AI data and evaluation platform; TripleTen, an online education provider focused on technology careers; and Avride, a developer of autonomous driving and delivery technologies.