Nebius Group (NASDAQ:NBIS) CRO Marc Boroditsky Sells 7,000 Shares

Posted by Geri Gentry on Sep 17th, 2026

Nebius Group N.V. (NASDAQ:NBIS – Get Free Report) CRO Marc Boroditsky sold 7,000 shares of the business’s stock in a transaction on Monday, September 14th. The stock was sold at an average price of $209.08, for a total transaction of $1,463,560.00. Following the completion of the sale, the executive directly owned 5,000 shares of the company’s stock, valued at $1,045,400. This represents a 58.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Nebius Group Stock Performance

NASDAQ NBIS opened at $209.37 on Thursday. The company has a 50-day simple moving average of $211.98 and a two-hundred day simple moving average of $189.21. Nebius Group N.V. has a 12-month low of $73.52 and a 12-month high of $299.86. The firm has a market cap of $52.97 billion, a price-to-earnings ratio of -6,976.67 and a beta of 4.23. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.82.

Nebius Group (NASDAQ:NBIS – Get Free Report) last released its quarterly earnings data on Thursday, August 13th. The company reported ($0.12) EPS for the quarter, topping the consensus estimate of ($0.67) by $0.55. The firm had revenue of $582.30 million for the quarter, compared to the consensus estimate of $567.91 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%.The company’s quarterly revenue was up 454% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.38 earnings per share. On average, equities analysts forecast that Nebius Group N.V. will post -3.76 EPS for the current year.

Wall Street Analysts Forecast Growth

NBIS has been the topic of several research analyst reports. Piper Sandler started coverage on Nebius Group in a research note on Monday, August 3rd. They set a “neutral” rating and a $224.00 target price on the stock. Citigroup upped their target price on Nebius Group from $278.00 to $324.00 and gave the stock a “buy” rating in a report on Friday, August 14th. Zacks Research cut Nebius Group from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 31st. DA Davidson restated a “neutral” rating and set a $175.00 price target on shares of Nebius Group in a research report on Thursday, August 13th. Finally, Freedom Capital raised Nebius Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Nebius Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $242.79.

Check Out Our Latest Report on NBIS

Key Stories Impacting Nebius Group

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

Positive Sentiment: Investor optimism was supported by Nebius’ AI infrastructure growth outlook. A bullish analysis cited sustained demand, improving profitability, increased year-end contracted-capacity guidance to 5 gigawatts, rising average contract value per megawatt and a 41% adjusted EBITDA margin in the second quarter. Nebius: The AI-Pocalypse Panic Is A Buying Opportunity
Positive Sentiment: Another report said a Wall Street firm raised its price target, implying substantial upside from recent levels. Commentary also highlighted Nebius’ negotiating leverage as demand for AI data-center capacity and megawatts increases. Nebius Tanked This Month: A Resolute Wall Street Pro Expects 95% Gains Over The Next Twelve
Positive Sentiment: Nebius’ secured financing appears comparatively favorable: its approximately $775 million facility carries interest at Term SOFR plus 2.5%, below CoreWeave’s reported SOFR-plus-5.5% borrowing cost. Lower financing costs could help support continued capital investment. CoreWeave Pays SOFR +5.5%. Nebius Pays +2.5%.
Neutral Sentiment: Chief Revenue Officer Marc Boroditsky sold 7,000 shares worth about $1.46 million under a pre-arranged Rule 10b5-1 plan. Although the sale reduced his holdings by 58.33%, the scheduled nature of the transaction makes it a weaker standalone signal of insider sentiment. SEC Form 4 Filing
Negative Sentiment: Bearish commentary focused on Nebius’ continuing losses, heavy capital requirements and valuation risk. Other analysts have argued that pursuing frontier-scale AI capacity could pressure returns, while the broader market awaits the Federal Reserve’s policy decision. Nebius: Pacing The Frontier Comes At A Price

Hedge Funds Weigh In On Nebius Group

Institutional investors and hedge funds have recently made changes to their positions in the business. Allied Private Wealth LLC bought a new stake in Nebius Group in the second quarter worth $25,000. Sarver Vrooman Wealth Advisors purchased a new stake in Nebius Group in the second quarter worth approximately $28,000. GoalVest Advisory LLC purchased a new stake in Nebius Group in the second quarter worth approximately $28,000. N.E.W. Advisory Services LLC grew its position in Nebius Group by 76.0% in the 2nd quarter. N.E.W. Advisory Services LLC now owns 176 shares of the company’s stock worth $49,000 after purchasing an additional 76 shares during the period. Finally, Continuum Advisory LLC purchased a new stake in Nebius Group during the 2nd quarter valued at $52,000. Institutional investors own 21.90% of the company’s stock.

Nebius Group Company Profile

(Get Free Report)

Nebius Group N.V. (NASDAQ: NBIS) is a technology company focused on artificial intelligence infrastructure and related services. Its principal business is Nebius AI, a cloud platform that provides computing, storage, networking and managed infrastructure designed to support the development and deployment of AI applications, including access to accelerated computing resources.

The company also operates or develops businesses in adjacent technology markets. These include Toloka, which provides data and evaluation services for machine-learning systems; TripleTen, an online education platform offering technology-focused training; and Avride, a developer of autonomous driving and delivery technologies.