Nebius Group N.V. $NBIS Shares Sold by Howland Capital Management LLC

Posted by Brenda Bartman on Oct 23rd, 2026

Howland Capital Management LLC decreased its holdings in Nebius Group N.V. (NASDAQ:NBIS – Free Report) by 34.6% in the 3rd quarter, Holdings Channel reports. The firm owned 56,550 shares of the company’s stock after selling 29,900 shares during the period. Howland Capital Management LLC’s holdings in Nebius Group were worth $13,339,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently bought and sold shares of NBIS. BlackRock Inc. increased its position in Nebius Group by 16.0% in the 2nd quarter. BlackRock Inc. now owns 11,531,270 shares of the company’s stock valued at $3,184,591,000 after acquiring an additional 1,593,684 shares during the period. Situational Awareness LP acquired a new stake in Nebius Group during the 2nd quarter worth approximately $1,232,895,000. State Street Corp lifted its position in Nebius Group by 16.2% during the 2nd quarter. State Street Corp now owns 4,069,875 shares of the company’s stock worth $1,123,977,000 after acquiring an additional 568,415 shares during the period. 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 purchasing an additional 2,283,676 shares during the last quarter. Finally, Accel Leaders 4 Associates L.P. purchased a new position in shares of Nebius Group in the 2nd quarter valued at approximately $1,012,097,322. Institutional investors and hedge funds own 21.90% of the company’s stock.

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 value of $1,289,593.80. Following the transaction, the director directly owned 403,522 shares in the company, valued at $71,677,612.86. This trade represents a 1.77% decrease in their position. 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, CRO Marc Boroditsky sold 7,000 shares of the business’s stock in a transaction dated Monday, October 12th. The stock was sold at an average price of $211.23, for a total value of $1,478,610.00. Following the sale, the executive owned 7,000 shares of the company’s stock, valued at $1,478,610. The trade was a 50.00% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders acquired 595 shares of company stock valued at $100,030 and sold 158,490 shares valued at $38,111,200.

Key Headlines Impacting Nebius Group

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

Positive Sentiment: Nebius continues to point to strong AI-compute demand. Its chief revenue officer said pricing is rising faster than expected, while SpaceX executives indicated that new AI-compute deployments can achieve payback in less than a year. These comments support the potential economics of Nebius’ expansion. Investors question neocloud business model
Positive Sentiment: The company launched public live spot pricing for GPU compute, improving customer cost transparency and potentially making its NVIDIA-powered cloud more accessible to customers with flexible demand. Nebius also expanded AI collaborations involving NVIDIA and robotics deployments. Nebius brings GPU compute pricing into the open
Positive Sentiment: Director Arne Grimme purchased 148 shares for approximately $24,855 on October 21, following similar purchases earlier in the week. The trades were made under a pre-arranged Rule 10b5-1 plan, so they are a modest rather than decisive confidence signal. SEC insider purchase filing
Neutral Sentiment: The broader neocloud sell-off has so far remained largely contained within AI infrastructure stocks and has not materially spread to wider equity or credit markets. That limits systemic risk, but does not remove pressure on highly valued operators.
Negative Sentiment: Credit-market stress at CoreWeave is weighing on the entire sector. Its bonds have entered distressed territory, and credit-default swaps reportedly exceeded 1,000 basis points. Investors fear similar debt and capacity risks could affect Nebius, even though the companies have different financial profiles. CoreWeave and Nebius stocks are crashing
Negative Sentiment: Piper Sandler lowered its Nebius price target from $237 to $185 and assigned a neutral rating, reflecting increased caution over valuation and financing. Nebius also remains unprofitable, with analysts expecting a loss for the current year, making successful execution of its capital expansion especially important. Piper Sandler cuts Nebius target

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the company. Robert W. Baird upped their price target on Nebius Group from $250.00 to $340.00 and gave the stock an “outperform” rating in a research note on Thursday, August 13th. Truist Financial raised shares of Nebius Group to a “strong-buy” rating in a report on Thursday, September 10th. 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 note on Friday, August 14th. 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 objective for the company. Finally, Northland Securities lifted their price objective on Nebius Group from $248.00 to $410.00 and gave the company an “outperform” rating in a report on Monday, July 20th. Four research 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 issued a Sell rating to the company. According to MarketBeat.com, Nebius Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $243.25.

Check Out Our Latest Report on NBIS

Nebius Group Stock Performance

Shares of NBIS opened at $159.17 on Friday. Nebius Group N.V. has a 1 year low of $73.52 and a 1 year high of $299.86. The company’s 50 day simple moving average is $219.19 and its 200 day simple moving average is $209.22. The company has a debt-to-equity ratio of 0.82, a quick ratio of 4.03 and a current ratio of 4.03. The company has a market capitalization of $40.27 billion, a price-to-earnings ratio of -5,303.90 and a beta of 4.18.

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 net margin of 4.55% and a negative return on equity of 6.03%. The firm had revenue of $582.30 million during the quarter, compared to analyst estimates of $567.91 million. During the same quarter in the prior year, the business posted $2.38 earnings per share. Nebius Group’s revenue for the quarter was up 454% compared to the same quarter last year. On average, sell-side analysts predict that Nebius Group N.V. will post -3.48 EPS for the current year.

About Nebius Group

(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.