Nebius Group (NASDAQ:NBIS) Price Target Raised to $287.00

Nebius Group (NASDAQ:NBIS) had its price objective hoisted by research analysts at Citigroup from $169.00 to $287.00 in a report issued on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Citigroup’s price target indicates a potential upside of 29.44% from the company’s previous close.

Several other research firms have also weighed in on NBIS. Compass Point started coverage on Nebius Group in a research note on Wednesday, February 18th. They issued a “buy” rating and a $150.00 price objective on the stock. DA Davidson lifted their price target on Nebius Group from $200.00 to $250.00 and gave the company a “buy” rating in a research note on Thursday. Morgan Stanley lifted their price target on Nebius Group from $126.00 to $144.00 and gave the company an “equal weight” rating in a research note on Thursday. Wolfe Research started coverage on Nebius Group in a research note on Thursday, April 16th. They set a “peer perform” rating on the stock. Finally, Freedom Capital lowered Nebius Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $182.75.

Nebius Group Trading Up 0.3%

Shares of NASDAQ:NBIS traded up $0.58 during trading on Friday, hitting $221.73. 17,209,586 shares of the company’s stock were exchanged, compared to its average volume of 15,808,410. Nebius Group has a 1-year low of $34.72 and a 1-year high of $233.73. The firm has a 50-day moving average price of $135.64 and a two-hundred day moving average price of $110.31. The company has a current ratio of 3.08, a quick ratio of 3.08 and a debt-to-equity ratio of 0.89. The firm has a market cap of $56.10 billion, a P/E ratio of 71.69 and a beta of 4.03.

Nebius Group (NASDAQ:NBIS) last issued its quarterly earnings results on Thursday, May 14th. The company reported ($0.23) EPS for the quarter, topping the consensus estimate of ($0.77) by $0.54. Nebius Group had a net margin of 95.27% and a negative return on equity of 10.59%. The company had revenue of $399.00 million during the quarter, compared to analysts’ expectations of $375.13 million. The company’s quarterly revenue was up 684.0% on a year-over-year basis. Equities analysts predict that Nebius Group will post -2.44 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Andrey Korolenko sold 31,357 shares of the firm’s stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $111.20, for a total transaction of $3,486,898.40. Following the completion of the transaction, 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Arkadiy Volozh sold 33,358 shares of Nebius Group stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $103.73, for a total value of $3,460,225.34. Following the completion of the transaction, the chief executive officer owned 868,289 shares of the company’s stock, valued at approximately $90,067,617.97. This represents a 3.70% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 157,335 shares of company stock valued at $19,925,984.

Hedge Funds Weigh In On Nebius Group

Large investors have recently made changes to their positions in the business. Royal Bank of Canada purchased a new stake in shares of Nebius Group during the first quarter valued at $1,628,000. Millennium Management LLC purchased a new position in Nebius Group in the 1st quarter valued at about $11,563,000. NewEdge Advisors LLC acquired a new stake in Nebius Group in the 1st quarter valued at about $40,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC acquired a new stake in Nebius Group in the 1st quarter valued at about $9,084,000. Finally, Daiwa Securities Group Inc. acquired a new stake in shares of Nebius Group during the 2nd quarter worth approximately $68,000. 21.90% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Nebius Group

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

• Positive Sentiment: Q1 results were very strong, with revenue up 684% year over year to $399 million and EPS beating expectations, reinforcing the bullish case for Nebius’ AI cloud business. Nebius Group NV (NBIS) Q1 2026 Earnings Call Highlights: Record Revenue Surge and Strategic …
• Positive Sentiment: The company said contracted AI capacity has expanded above 3.5GW, with a goal of more than 4GW by 2026, while AI cloud ARR surged and margins improved sharply. Nebius Is Becoming An AI Infrastructure Giant
• Positive Sentiment: Wall Street remained constructive after earnings, with multiple firms raising price targets, including Citi, Citizens JMP, DA Davidson, and Morgan Stanley, reflecting optimism about Nebius’ AI infrastructure growth. Morgan Stanley resets Nebius stock price forecast
• Positive Sentiment: Investors are also encouraged by the new Meta-related business and the start of construction on the Missouri AI factory, which supports the long-term expansion story. Nebius Group Builds Missouri AI Factory Tying Growth To Community Impact
• Neutral Sentiment: One director sold shares under a pre-arranged trading plan, which may add some short-term noise but does not appear to change the core business outlook. Nebius Group N.V. director transaction filing
• Negative Sentiment: Some analysts and writers are cautioning that the rally has become overbought or priced for perfection, suggesting a pullback risk after the sharp run-up. Nebius: Too Hot To Handle – Structural Growth Prospects Meet Overbought Rally (Rating Downgrade)

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.