Partners Wealth Management LLC Acquires New Position in Nebius Group N.V. $NBIS

Posted by Geri Gentry on Oct 30th, 2026

Partners Wealth Management LLC acquired a new stake in Nebius Group N.V. (NASDAQ:NBIS – Free Report) during the 3rd quarter, Holdings Channel.com reports. The fund acquired 26,264 shares of the company’s stock, valued at approximately $6,195,000. Nebius Group comprises about 0.6% of Partners Wealth Management LLC’s investment portfolio, making the stock its 29th largest position.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Choreo LLC lifted its position in Nebius Group by 1.8% during the third quarter. Choreo LLC now owns 5,477 shares of the company’s stock valued at $1,292,000 after purchasing an additional 95 shares during the period. Interchange Capital Partners LLC grew its position in Nebius Group by 63.2% during the 3rd quarter. Interchange Capital Partners LLC now owns 1,364 shares of the company’s stock worth $322,000 after purchasing an additional 528 shares during the period. Sage Rhino Capital LLC purchased a new position in shares of Nebius Group during the 3rd quarter valued at about $220,000. China Universal Asset Management Co. Ltd. raised its stake in shares of Nebius Group by 21.1% during the 3rd quarter. China Universal Asset Management Co. Ltd. now owns 8,033 shares of the company’s stock valued at $1,907,000 after buying an additional 1,397 shares during the last quarter. Finally, D.A. Davidson & CO. lifted its holdings in shares of Nebius Group by 4.3% in the 3rd quarter. D.A. Davidson & CO. now owns 2,293 shares of the company’s stock valued at $541,000 after buying an additional 94 shares during the period. 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: InvestorPlace analyst Luke Lango identified Nebius as his preferred “NeoCloud” stock, citing its comparatively stronger financing profile, major commitments from Microsoft and Meta, access to power and data-center sites, and strategic backing from NVIDIA. The One NeoCloud Stock to Buy Now
Positive Sentiment: Nebius recently secured a $3.5 billion Citi financing facility, reinforcing its ability to fund expansion as capital-intensive AI infrastructure companies face tighter financing conditions. However, the facility also carries floating-rate and refinancing risk. Nebius: Why I Loaded Up During This Crash
Positive Sentiment: Director Arne Grimme bought shares in transactions on October 27 and 28 under a pre-arranged Rule 10b5-1 plan. The purchases provide a modest confidence signal, although the trading plan reduces their value as a timing indicator. SEC Insider Trading Filing
Neutral Sentiment: Analysts and market commentators continue debating whether NBIS is fairly valued. The investment case is supported by rapidly rising AI-cloud sales and long-term customer commitments, but the stock still carries a premium valuation and depends on successful infrastructure deployment. Is Nebius Group Fairly Valued?
Negative Sentiment: Microsoft’s capital spending came in below expectations, reviving fears that hyperscalers may be moderating or delaying AI infrastructure investments. That pressured the broader NeoCloud group, including Nebius, CoreWeave and IREN. Why NeoCloud Stocks Are Falling After Microsoft’s Capex Miss
Negative Sentiment: Investors remain concerned about Nebius’s substantial borrowing and capital requirements. Financing costs, potential dilution, customer concentration, power and construction delays, and the possibility of an AI-infrastructure industry shakeout could limit profitability despite strong revenue growth. Nebius Stock Drops on Debt Fears

Nebius Group Stock Down 5.7%

NBIS stock opened at $171.99 on Friday. The company’s 50-day simple moving average is $211.02 and its 200-day simple moving average is $176.64. The company has a debt-to-equity ratio of 0.82, a current ratio of 4.03 and a quick ratio of 4.03. Nebius Group N.V. has a 52-week low of $73.52 and a 52-week high of $299.86.

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, beating the consensus estimate of ($0.67) by $0.55. The firm had revenue of $582.30 million during the quarter, compared to analyst estimates of $567.91 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%. Nebius Group’s revenue for the quarter was up 454% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.38 EPS. As a group, equities analysts predict that Nebius Group N.V. will post -3.19 earnings per share for the current year.

Analyst Ratings Changes

A number of analysts have recently commented on NBIS shares. BNP Paribas Exane upgraded Nebius Group from a “neutral” rating to an “outperform” rating and upped their target price for the stock from $260.00 to $399.00 in a research note on Thursday, September 24th. Citigroup lifted their price target on Nebius Group from $278.00 to $324.00 and gave the company a “buy” rating in a research report on Friday, August 14th. Rothschild & Co Redburn initiated coverage on Nebius Group in a report on Monday, September 21st. They issued a “sell” rating and a $84.00 price target for the company. Weiss Ratings lowered Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, October 15th. Finally, Truist Financial raised shares of Nebius Group to a “strong-buy” rating in a research note on Thursday, September 10th. Four investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $243.25.

View Our Latest Stock Analysis on NBIS

Insiders Place Their Bets

In other Nebius Group news, Director Wilson Boynton sold 7,260 shares of the firm’s stock in a transaction that occurred on 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 sale, the director directly owned 403,522 shares of the company’s stock, valued at approximately $71,677,612.86. This trade represents a 1.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Arne Grimme bought 148 shares of Nebius Group stock in a transaction dated Wednesday, October 28th. The shares were acquired at an average cost of $169.84 per share, with a total value of $25,136.32. Following the completion of the purchase, the director owned 7,751 shares in the company, valued at approximately $1,316,429.84. This trade represents a 1.95% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders purchased 1,718 shares of company stock valued at $280,207 and sold 158,490 shares valued at $38,111,200.

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.