Meadowbrook Wealth Management LLC Takes Position in Nebius Group N.V. $NBIS

Meadowbrook Wealth Management LLC acquired a new position in Nebius Group N.V. (NASDAQ:NBIS) in the third quarter, Holdings Channel.com reports. The institutional investor acquired 22,094 shares of the company’s stock, valued at approximately $2,480,000. Nebius Group accounts for approximately 2.6% of Meadowbrook Wealth Management LLC’s investment portfolio, making the stock its 9th largest holding.

Several other institutional investors also recently bought and sold shares of NBIS. PNC Financial Services Group Inc. lifted its position in shares of Nebius Group by 2.5% in the second quarter. PNC Financial Services Group Inc. now owns 9,613 shares of the company’s stock worth $532,000 after buying an additional 231 shares during the last quarter. Signaturefd LLC boosted its position in Nebius Group by 125.0% during the second quarter. Signaturefd LLC now owns 450 shares of the company’s stock worth $25,000 after purchasing an additional 250 shares during the period. Assetmark Inc. grew its holdings in Nebius Group by 102.0% during the second quarter. Assetmark Inc. now owns 602 shares of the company’s stock valued at $33,000 after purchasing an additional 304 shares during the last quarter. LRI Investments LLC raised its position in shares of Nebius Group by 85.4% in the second quarter. LRI Investments LLC now owns 673 shares of the company’s stock valued at $37,000 after purchasing an additional 310 shares during the period. Finally, Farther Finance Advisors LLC lifted its stake in shares of Nebius Group by 4.9% in the second quarter. Farther Finance Advisors LLC now owns 7,005 shares of the company’s stock worth $388,000 after buying an additional 326 shares during the last quarter. 21.90% of the stock is currently owned by institutional investors.

Nebius Group Trading Up 14.6%

Shares of NASDAQ:NBIS opened at $89.46 on Friday. The firm has a market capitalization of $22.53 billion, a PE ratio of -116.18 and a beta of 3.83. Nebius Group N.V. has a 1-year low of $18.31 and a 1-year high of $141.10. The business’s 50 day moving average is $102.29 and its 200-day moving average is $80.88.

Key Stores Impacting Nebius Group

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

• Positive Sentiment: Nebius rolled out AI Cloud 3.1 with NVIDIA Blackwell Ultra, global GPU visibility and upgraded security — a product upgrade investors view as capable of accelerating enterprise AI deployments and revenue growth. Can NBIS AI Cloud 3.1’s Blackwell Ultra Launch Trigger Growth Momentum?
• Positive Sentiment: JMP initiated coverage highlighting Nebius and former bitcoin miners as key AI/HPC power providers, saying scarcity and strong GPU cluster pricing could unlock value — a research endorsement that can lift investor sentiment. Nebius Group (NBIS) and Former Bitcoin Miners Initiated as Key AI/HPC Power Providers by JMP, Poised for Value Unlock Amid Scarcity and Strong GPU Cluster Pricing
• Positive Sentiment: Analysts and commentators are speculating that Nebius could be an acquisition target in 2026 as AI infrastructure M&A activity heats up — takeover talk often boosts a growth stock’s near-term price. Prediction: This Artificial Intelligence Company Will Be Acquired in 2026
• Positive Sentiment: Long-term performance pieces highlight strong historical returns for early Nebius investors, helping retail interest and narrative momentum. If You Invested $1000 In Nebius Group Stock 10 Years Ago, You Would Have This Much Today
• Neutral Sentiment: Coverage in broader stock-roundup pieces lists Nebius among growth names that could outperform big tech in 2026 — positive exposure, but not a company-specific catalyst. These 3 Growth Stocks Can Outperform The Magnificent Seven In 2026
• Neutral Sentiment: Valuation pieces note the post-upgrade valuation re-rate but also flag ongoing profitability concerns — this keeps upside visible but raises questions about sustainable margins. Nebius Group (NasdaqGS:NBIS) Valuation After AI Cloud 3.1 Upgrade and Ongoing Profitability Concerns
• Negative Sentiment: Articles report retail investors betting against the stock and highlight elevated short interest even as shares have surged year-to-date; that creates volatility risk and potential headwinds if sentiment flips. Retail Investors Bet Against Nebius Despite $19B Market Cap and Analyst Price Targets at $151
• Negative Sentiment: Seeking Alpha published a downgrade scenario calling for a H1 2026 melt-up followed by consolidation and a 2027 unwind, warning that current momentum may not be durable. Nebius: H1 2026 Melt-Up, H2 2026 Consolidation, 2027 Unwind (Rating Downgrade)

Wall Street Analysts Forecast Growth

NBIS has been the topic of a number of research analyst reports. Wall Street Zen lowered shares of Nebius Group from a “hold” rating to a “sell” rating in a research note on Saturday, November 15th. DA Davidson restated a “buy” rating and set a $150.00 target price on shares of Nebius Group in a research note on Wednesday, November 12th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Nebius Group in a report on Monday. Northland Securities upped their price target on Nebius Group from $206.00 to $211.00 and gave the stock an “outperform” rating in a report on Wednesday, November 12th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $120.00 price objective on shares of Nebius Group in a research note on Wednesday, September 17th. Two investment analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Buy” and an average price target of $144.71.

About Nebius Group

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.