Caitong International Asset Management Co. Ltd Purchases 24,113 Shares of Nebius Group N.V. $NBIS

Posted by George Bondi on Aug 16th, 2026

Caitong International Asset Management Co. Ltd lifted its position in Nebius Group N.V. (NASDAQ:NBIS – Free Report) by 2,676.2% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 25,014 shares of the company’s stock after purchasing an additional 24,113 shares during the period. Nebius Group accounts for approximately 0.9% of Caitong International Asset Management Co. Ltd’s investment portfolio, making the stock its 19th largest holding. Caitong International Asset Management Co. Ltd’s holdings in Nebius Group were worth $6,908,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of NBIS. Zurcher Kantonalbank Zurich Cantonalbank increased its position in shares of Nebius Group by 34,371.3% during the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 93,762 shares of the company’s stock valued at $7,848,000 after purchasing an additional 93,490 shares during the last quarter. Lombard Odier Asset Management Switzerland SA purchased a new position in shares of Nebius Group in the first quarter worth approximately $1,087,000. Geode Capital Management LLC boosted its holdings in shares of 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 worth $169,840,000 after buying an additional 1,875,612 shares during the last quarter. HB Wealth Management LLC bought a new stake in Nebius Group during the first quarter valued at approximately $735,000. Finally, Amundi grew its position in Nebius Group by 10.6% during the first quarter. Amundi now owns 1,343,954 shares of the company’s stock valued at $139,449,000 after buying an additional 128,380 shares during the period. Institutional investors own 21.90% of the company’s stock.

Analyst Ratings Changes

Several research firms have weighed in on NBIS. Piper Sandler began coverage on shares of Nebius Group in a research report on Monday, August 3rd. They issued a “neutral” rating and a $224.00 price target on the stock. Bank of America boosted their price objective on shares of Nebius Group from $240.00 to $280.00 and gave the company a “buy” rating in a research report on Monday, June 8th. DA Davidson restated a “neutral” rating and issued a $175.00 price objective on shares of Nebius Group in a research note on Thursday. Citizens Jmp upped their price objective on Nebius Group from $175.00 to $270.00 and gave the stock a “market outperform” rating in a research note on Thursday, May 14th. Finally, Weiss Ratings cut Nebius Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $226.00.

View Our Latest Report on Nebius Group

Nebius Group Price Performance

NASDAQ NBIS opened at $277.58 on Friday. Nebius Group N.V. has a 12 month low of $62.01 and a 12 month high of $299.86. The stock has a market cap of $70.23 billion, a price-to-earnings ratio of -9,249.58 and a beta of 4.23. The company’s 50 day moving average is $222.53 and its two-hundred day moving average is $168.13. The company has a current ratio of 4.03, a quick ratio of 8.33 and a debt-to-equity ratio of 0.82.

Nebius Group (NASDAQ:NBIS – Get Free Report) last issued its quarterly earnings results on Wednesday, August 12th. The company reported ($0.12) earnings per share for the quarter, beating the consensus estimate of ($0.67) by $0.55. The business had revenue of $582.30 million for the quarter, compared to the consensus estimate 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 quarter in the previous year, the firm earned $2.38 earnings per share. As a group, research analysts anticipate that Nebius Group N.V. will post -3.91 earnings per share for the current year.

Key Headlines Impacting Nebius Group

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

Insider Activity

In related news, insider Andrey Korolenko sold 33,871 shares of the company’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $235.45, for a total value of $7,974,926.95. Following the completion of the transaction, the insider owned 551,338 shares of the company’s stock, valued at approximately $129,812,532.10. This represents a 5.79% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CTO Danila Shtan sold 16,937 shares of the stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total value of $3,987,816.65. Following the completion of the sale, the chief technology officer owned 274,763 shares of the company’s stock, valued at $64,692,948.35. The trade was a 5.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 136,310 shares of company stock worth $32,569,613.

Nebius Group Profile

(Free Report)

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.