Nebius Group (NASDAQ:NBIS – Free Report) had its price target boosted by Robert W. Baird from $250.00 to $340.00 in a research note released on Thursday,Benzinga reports. Robert W. Baird currently has an outperform rating on the stock.
A number of other analysts have also recently commented on NBIS. Zacks Research cut Nebius Group from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 31st. Morgan Stanley increased their target price on Nebius Group from $126.00 to $144.00 and gave the company an “equal weight” rating in a research report on Thursday, May 14th. Wall Street Zen cut shares of Nebius Group from a “sell” rating to a “strong sell” rating in a research note on Saturday, August 8th. DA Davidson cut their price target on shares of Nebius Group from $250.00 to $175.00 and set a “neutral” rating for the company in a report on Friday, August 7th. Finally, Piper Sandler began coverage on shares of Nebius Group in a research report on Monday, August 3rd. They set a “neutral” rating and a $224.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $226.00.
Read Our Latest Research Report on NBIS
Nebius Group Stock Up 8.8%
Nebius Group (NASDAQ:NBIS – Get Free Report) last posted its earnings results on Wednesday, August 12th. The company reported ($0.12) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.67) by $0.55. The business had revenue of $582.30 million for 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%. The company’s revenue for the quarter was up 454% on a year-over-year basis. During the same period in the prior year, the company posted $2.38 EPS. On average, research analysts expect that Nebius Group will post -3.91 earnings per share for the current year.
Insider Activity
In related news, CFO Sanchez Maria Del Dado Alonso sold 1,509 shares of the company’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $276.20, for a total value of $416,785.80. Following the transaction, the chief financial officer directly owned 12,672 shares in the company, valued at approximately $3,500,006.40. This represents a 10.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Arkadiy Volozh sold 46,627 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $235.45, for a total value of $10,978,327.15. Following the completion of the transaction, the chief executive officer owned 821,662 shares in the company, valued at $193,460,317.90. This represents a 5.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 136,310 shares of company stock worth $32,569,613.
Hedge Funds Weigh In On Nebius Group
Several large investors have recently modified their holdings of the business. Zurcher Kantonalbank Zurich Cantonalbank boosted its stake in shares of Nebius Group by 34,371.3% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 93,762 shares of the company’s stock valued at $7,848,000 after buying an additional 93,490 shares during the period. Sumitomo Mitsui Trust Group Inc. purchased a new stake in shares of Nebius Group during the fourth quarter worth approximately $24,756,000. Lombard Odier Asset Management Switzerland SA purchased a new stake in shares of Nebius Group during the first quarter worth approximately $1,087,000. Geode Capital Management LLC raised its holdings in Nebius Group by 1,095.7% in the fourth quarter. Geode Capital Management LLC now owns 2,046,799 shares of the company’s stock valued at $169,840,000 after acquiring an additional 1,875,612 shares in the last quarter. Finally, HB Wealth Management LLC acquired a new stake in Nebius Group in the first quarter valued at approximately $735,000. Institutional investors and hedge funds own 21.90% of the company’s stock.
More Nebius Group News
Here are the key news stories impacting Nebius Group this week:
- Positive Sentiment: Exceptional quarterly growth: Nebius reported revenue of $582.3 million, up 454% year over year, while adjusted EBITDA reached $236 million and annualized revenue run rate approached $3 billion. Its AI Cloud segment grew 514%, exceeding many investor expectations. Nebius Group Q2 2026 Earnings Call Highlights
- Positive Sentiment: Large contracts and expanding capacity: Four AI infrastructure contracts reportedly exceed $1 billion in total value, helping push the contracted power target to 5 gigawatts and supporting a backlog of more than $40 billion. Investors see this as improving multiyear revenue visibility. Nebius Is Up After Multi-Billion AI Cloud Wins
- Positive Sentiment: Analyst optimism: Citigroup raised its target to $324 and maintained a buy rating, while Bank of America lifted its target to $310 and Robert W. Baird raised its target to $340 with an outperform rating. Northland Securities also reiterated its buy rating. Northland Securities Reiterates Buy Rating
- Positive Sentiment: UK expansion and trading momentum: Nebius is deploying NVIDIA-powered infrastructure at Vantage Data Centers’ Newport, Wales campus, expanding access to domestic UK AI compute. A reported “Power Inflow” order-flow signal also attracted momentum traders. Vantage and Nebius Expand UK AI Infrastructure
- Neutral Sentiment: Execution remains central: A capacity auction cleared above prior pricing records, and customer prepayments may fund a substantial portion of planned capital expenditures. These developments improve funding flexibility but increase expectations for timely capacity delivery and sustained premium pricing. Nebius Q3 Auction Broke Its Price Ceiling
- Negative Sentiment: Valuation and balance-sheet risks: Critics argue that Nebius is priced for very strong execution, while debt, asset depreciation and capital intensity could pressure long-term returns. Michael Burry’s reported short position and DA Davidson’s $175 neutral target add a bearish counterpoint. The Neoclouds Are a Trade, Not an Investment
Nebius Group Company Profile
Nebius Group N.V., a technology company, builds intelligent products and services powered by machine learning and other technologies to help consumers and businesses navigate the online and offline world. The company’s services include Nebius AI, an AI-centric cloud platform that offers infrastructure and computing capability for AI deployment and machine-learning oriented solutions; and Toloka AI that offers generative AI (GenAI) solutions at every stage of the GenAI lifecycle, such as data annotation and generation, model training and fine-tuning, and quality assessment of large language model for accuracy and reliability.
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