Meadowbrook Wealth Management LLC Boosts Holdings in Nebius Group N.V. $NBIS

Meadowbrook Wealth Management LLC grew its stake in shares of Nebius Group N.V. (NASDAQ:NBIS) by 15.6% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 21,390 shares of the company’s stock after buying an additional 2,883 shares during the period. Nebius Group makes up 6.4% of Meadowbrook Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest holding. Meadowbrook Wealth Management LLC’s holdings in Nebius Group were worth $5,907,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. Sarver Vrooman Wealth Advisors acquired a new stake in Nebius Group during the second quarter worth about $28,000. MassMutual Private Wealth & Trust FSB raised its holdings in Nebius Group by 95.7% in the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 229 shares of the company’s stock valued at $63,000 after acquiring an additional 112 shares in the last quarter. Sound Income Strategies LLC raised its holdings in Nebius Group by 62.5% in the 1st quarter. Sound Income Strategies LLC now owns 260 shares of the company’s stock valued at $27,000 after acquiring an additional 100 shares in the last quarter. Caldwell Trust Co bought a new stake in shares of Nebius Group in the 1st quarter worth approximately $31,000. Finally, Parkside Financial Bank & Trust bought a new stake in shares of Nebius Group in the 4th quarter worth approximately $25,000. Institutional investors own 21.90% of the company’s stock.

Trending Headlines about Nebius Group

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

• Positive Sentiment: AI infrastructure growth narrative: Nebius is being promoted as a leading “neocloud” provider, supported by vertically integrated infrastructure, a strategic relationship with NVIDIA, and strong revenue-growth visibility. Nebius: The Neocloud Leader
• Positive Sentiment: Expansion potential: Potential data-center development in India could broaden Nebius’ geographic footprint and lift its long-term capacity beyond current guidance. Recent job postings were cited as evidence of possible expansion. NVIDIA’s reported 9.3% stake also strengthens the company’s technology and customer relationships. Nebius: Too Cheap To Ignore
• Positive Sentiment: Funding and demand: Nebius’ approximately $775 million senior secured debt facility provides capital for AI-cloud expansion and is backed by deployed GPU infrastructure and contracted cash flows. Investors are also anticipating the company’s August 12 second-quarter earnings report amid continued large AI-capacity spending by major customers. Nebius shares jump amid financing and AI demand
• Neutral Sentiment: Analyst coverage: Piper Sandler initiated coverage with a “neutral” rating and a $224 price target, implying modest upside but signaling that valuation and execution risks remain. The target is below several other recent analyst targets.
• Neutral Sentiment: Market support: Nebius participated in a broad Nasdaq rally led by AI infrastructure stocks, suggesting part of the move reflects favorable sector-wide momentum rather than only company-specific news. Nasdaq midday rally
• Negative Sentiment: Insider selling: Reported insider activity showed 46 sales and no purchases over the past six months, including sales by senior executives. This may weigh on sentiment by raising concerns about valuation or near-term profit-taking.

Nebius Group Stock Up 11.6%

Shares of NASDAQ NBIS opened at $212.58 on Tuesday. Nebius Group N.V. has a 52-week low of $52.88 and a 52-week high of $299.86. The company has a debt-to-equity ratio of 1.16, a quick ratio of 8.33 and a current ratio of 8.33. The business has a fifty day moving average of $225.46 and a two-hundred day moving average of $161.01. The stock has a market cap of $53.79 billion, a PE ratio of 68.57 and a beta of 4.23.

Nebius Group (NASDAQ:NBIS) last posted its earnings results on Thursday, May 14th. The company reported ($0.23) earnings per share for the quarter, topping the consensus estimate of ($0.81) by $0.58. The business had revenue of $399.00 million for the quarter, compared to analyst estimates of $375.13 million. Nebius Group had a net margin of 95.27% and a negative return on equity of 9.11%. The company’s revenue was up 684.0% on a year-over-year basis. As a group, equities research analysts expect that Nebius Group N.V. will post -1.91 earnings per share for the current fiscal year.

Insider Transactions at Nebius Group

In other news, insider Andrey Korolenko sold 500,000 shares of the firm’s stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $203.24, for a total transaction of $101,620,000.00. Following the completion of the sale, the insider owned 585,209 shares of the company’s stock, valued at approximately $118,937,877.16. This trade represents a 46.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Elena Bunina sold 10,894 shares of Nebius Group stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $206.87, for a total value of $2,253,641.78. Following the completion of the transaction, the director owned 10,772 shares of the company’s stock, valued at approximately $2,228,403.64. The trade was a 50.28% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 662,523 shares of company stock valued at $139,422,230.

Analyst Ratings Changes

Several brokerages have recently weighed in on NBIS. Weiss Ratings raised Nebius Group from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday, May 20th. Freedom Capital upgraded Nebius Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Bank of America raised their target price on Nebius Group from $240.00 to $280.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. BNP Paribas Exane initiated coverage on shares of Nebius Group in a research note on Tuesday, June 2nd. They set a “neutral” rating and a $255.00 price target on the stock. Finally, Wolfe Research initiated coverage on shares of Nebius Group in a report on Thursday, April 16th. They issued a “peer perform” rating on the stock. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $222.29.

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.