Nebius Group (NASDAQ:NBIS) Given New $250.00 Price Target at DA Davidson

Nebius Group (NASDAQ:NBIS) had its target price hoisted by research analysts at DA Davidson from $200.00 to $250.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. DA Davidson’s price objective indicates a potential upside of 20.68% from the stock’s previous close.

Several other research analysts have also recently weighed in on NBIS. Wolfe Research started coverage on shares of Nebius Group in a report on Thursday, April 16th. They set a “peer perform” rating for the company. Bank of America boosted their price objective on shares of Nebius Group from $175.00 to $205.00 and gave the company a “buy” rating in a report on Monday. Wall Street Zen cut shares of Nebius Group from a “sell” rating to a “strong sell” rating in a report on Saturday, April 11th. Morgan Stanley started coverage on shares of Nebius Group in a report on Thursday, January 15th. They set an “equal weight” rating and a $126.00 price objective for the company. Finally, Freedom Capital cut shares of Nebius Group from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, Nebius Group has an average rating of “Moderate Buy” and a consensus price target of $163.50.

Nebius Group Stock Up 15.7%

Shares of Nebius Group stock opened at $207.16 on Thursday. The company has a debt-to-equity ratio of 0.89, a quick ratio of 3.08 and a current ratio of 3.08. The stock has a market capitalization of $52.42 billion, a PE ratio of -141.89 and a beta of 4.03. Nebius Group has a 52-week low of $34.45 and a 52-week high of $217.34. The company has a 50-day simple moving average of $132.95 and a two-hundred day simple moving average of $109.58.

Nebius Group (NASDAQ:NBIS) last issued its earnings results on Wednesday, May 13th. The company reported ($0.23) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.77) by $0.54. The business had revenue of $399.00 million during the quarter, compared to analysts’ expectations of $375.13 million. Nebius Group had a net margin of 19.02% and a negative return on equity of 11.71%. The firm’s revenue for the quarter was up 684.0% compared to the same quarter last year. On average, analysts anticipate that Nebius Group will post -2.44 EPS for the current fiscal year.

Insider Activity at Nebius Group

In related news, CTO Danila Shtan sold 13,489 shares of the business’s stock in a transaction that occurred on Tuesday, March 31st. The shares were sold at an average price of $98.78, for a total transaction of $1,332,443.42. Following the completion of the sale, the chief technology officer directly owned 307,378 shares in the company, valued at approximately $30,362,798.84. The trade was a 4.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Andrey Korolenko sold 31,357 shares of the business’s stock in a transaction that occurred on Monday, April 6th. The shares were sold at an average price of $111.20, for a total transaction of $3,486,898.40. Following the sale, the insider owned 585,209 shares of the company’s stock, valued at $65,075,240.80. This trade represents a 5.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 146,441 shares of company stock valued at $17,672,342 in the last three months.

Institutional Trading of Nebius Group

Several large investors have recently added to or reduced their stakes in NBIS. State Street Corp grew its position in Nebius Group by 2,391.3% during the fourth quarter. State Street Corp now owns 3,219,326 shares of the company’s stock valued at $269,474,000 after buying an additional 3,090,103 shares during the period. Capital Research Global Investors bought a new stake in Nebius Group during the fourth quarter valued at approximately $231,635,000. Fred Alger Management LLC grew its position in Nebius Group by 33.4% during the third quarter. Fred Alger Management LLC now owns 10,132,279 shares of the company’s stock valued at $1,137,551,000 after buying an additional 2,536,832 shares during the period. Accel Leaders 3 Associates L.P. bought a new stake in Nebius Group during the fourth quarter valued at approximately $188,496,000. Finally, Qube Research & Technologies Ltd bought a new stake in Nebius Group during the third quarter valued at approximately $238,511,000. 21.90% of the stock is currently owned by institutional investors.

Nebius Group News Summary

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

• Positive Sentiment: Management confirmed strong demand for GPU compute and raised capacity guidance, suggesting the business is still in hypergrowth mode.
• Positive Sentiment: Nebius said its annual recurring revenue outlook remains $7 billion to $9 billion for FY 2026, signaling a large and expanding pipeline.
• Positive Sentiment: The company secured up to 1.2 GW of power and land in Pennsylvania for a new owned AI factory, supporting future expansion.
• Positive Sentiment: Nebius also deepened its AI inference stack by bringing in Clarifai’s core team and licensing inference technology, which should broaden its platform beyond raw GPU rental. Article Title
• Neutral Sentiment: Capex was higher than expected, reflecting heavy investment in GPUs and data-center hardware; this supports growth but also keeps spending elevated. Article Title

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.