Nebius Group (NASDAQ:NBIS) Stock Price Up 7% – Still a Buy?

Shares of Nebius Group N.V. (NASDAQ:NBIS – Get Free Report) were up 7% during mid-day trading on Wednesday. The company traded as high as $182.74 and last traded at $182.34. 23,922,586 shares were traded during trading, an increase of 32% from the average daily volume of 18,111,916 shares. The stock had previously closed at $170.47.

Trending Headlines about Nebius Group

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

  • Positive Sentiment: Zacks added Nebius Group (NBIS) to its Rank #1 “Strong Buy” momentum list, providing a favorable short-term technical and quantitative signal. Best Momentum Stocks to Buy for October 30th
  • Positive Sentiment: An InvestorPlace analysis continued to favor Nebius over other neocloud stocks, citing its major customer commitments, NVIDIA backing, access to power and data-center sites, and comparatively stronger financing position. The thesis is long term and carries significant execution risk. The One NeoCloud Stock to Buy Now
  • Positive Sentiment: Director Arne Grimme continued buying NBIS shares under a pre-arranged Rule 10b5-1 plan. The purchases offer a modest confidence signal, although the preset plan makes them less useful as a market-timing indicator. SEC Insider Trading Filing
  • Neutral Sentiment: Nebius announced that it will release third-quarter 2026 results and hold a conference call on a forthcoming scheduled date. The event could provide important updates on revenue growth, customer deployments, capital spending and funding needs. Nebius Announces Third-Quarter Results Date
  • Negative Sentiment: Weak results and outlook concerns from Amazon and Intel intensified worries that large technology companies may moderate or delay AI-related spending, pressuring Nebius and other AI-cloud stocks. Nebius Stock Falls Amid Weak Amazon and Intel Earnings
  • Negative Sentiment: Investors remain concerned about Nebius’s debt, floating-rate financing, potential dilution and large capital requirements. Customer concentration and delays in securing power, GPUs or data-center capacity could also prevent strong bookings from becoming profitable revenue. Why Nebius Stock Fell in a Month

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. Freedom Capital raised Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. Northland Securities lifted their price target on Nebius Group from $248.00 to $410.00 and gave the company an “outperform” rating in a report on Monday, July 20th. William Blair started coverage on Nebius Group in a research report on Wednesday, September 30th. They issued an “outperform” rating for the company. Truist Financial upgraded shares of Nebius Group to a “strong-buy” rating in a research note on Thursday, September 10th. Finally, 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. 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 issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $243.25.

Read Our Latest Research Report on NBIS

Nebius Group Price Performance

The company has a market cap of $39.00 billion, a PE ratio of -5,136.29 and a beta of 4.18. 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 firm has a 50 day moving average of $211.02 and a two-hundred day moving average of $176.64.

Nebius Group (NASDAQ:NBIS – Get Free Report) last released its quarterly earnings results on Thursday, August 13th. The company reported ($0.12) earnings per share 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 company had revenue of $582.30 million for the quarter, compared to analyst estimates of $567.91 million. During the same quarter in the prior year, the firm posted $2.38 EPS. Nebius Group’s quarterly revenue was up 454% compared to the same quarter last year. Research analysts predict that Nebius Group N.V. will post -3.19 earnings per share for the current fiscal year.

Insider Buying and Selling at Nebius Group

In related news, Director Arne Grimme acquired 148 shares of Nebius Group stock in a transaction on Wednesday, October 28th. The shares were purchased at an average cost of $169.84 per share, for a total transaction of $25,136.32. Following the purchase, the director directly owned 7,899 shares of the company’s stock, valued at $1,341,566.16. The trade was a 1.91% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 Nebius Group 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 transaction, the executive owned 7,000 shares in the company, valued at approximately $1,478,610. This trade represents a 50.00% 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. Over the last three months, insiders purchased 1,718 shares of company stock worth $280,207 and sold 158,490 shares worth $38,111,200.

Hedge Funds Weigh In On Nebius Group

Several institutional investors have recently made changes to their positions in the stock. Situational Awareness LP bought a new position in Nebius Group in the second quarter worth $1,232,895,000. Accel Leaders 4 Associates L.P. acquired a new stake in shares of Nebius Group during the 2nd quarter worth about $1,012,097,322. Jennison Associates LLC lifted its holdings 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. Accel Leaders 3 Associates L.P. purchased a new position in Nebius Group during the second quarter worth about $621,908,604. Finally, BlackRock Inc. lifted its position in Nebius Group by 16.0% during 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 in the last quarter. Institutional investors and hedge funds own 21.90% of the company’s stock.

Nebius Group Company Profile

(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.

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