Nebius Group N.V. (NASDAQ:NBIS) Receives $221.64 Average Target Price from Analysts

Shares of Nebius Group N.V. (NASDAQ:NBIS) have been assigned a consensus rating of “Moderate Buy” from the eighteen brokerages that are currently covering the firm, MarketBeat Ratings reports. Seven analysts have rated the stock with a hold rating, nine have assigned a buy rating and two have issued a strong buy rating on the company. The average 1-year price target among analysts that have updated their coverage on the stock in the last year is $216.2857.

NBIS has been the subject of a number of research analyst reports. Bank of America upped 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 began coverage on Nebius Group in a report on Tuesday, June 2nd. They issued a “neutral” rating and a $255.00 price objective for the company. Citigroup decreased their target price on Nebius Group from $287.00 to $278.00 and set a “buy” rating for the company in a research note on Wednesday, August 5th. Morgan Stanley lifted their target price on Nebius Group from $126.00 to $144.00 and gave the stock an “equal weight” rating in a report on Thursday, May 14th. Finally, Weiss Ratings cut shares of Nebius Group from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday.

Insider Buying and Selling

In related news, insider Andrey Korolenko sold 33,871 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $235.45, for a total transaction of $7,974,926.95. Following the completion of the sale, the insider directly owned 551,338 shares in the company, valued at approximately $129,812,532.10. This trade represents a 5.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CTO Danila Shtan sold 16,937 shares of Nebius Group stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total transaction of $3,987,816.65. Following the completion of the transaction, the chief technology officer owned 274,763 shares in the company, valued at approximately $64,692,948.35. This trade represents a 5.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 140,810 shares of company stock worth $33,548,588.

Institutional Investors Weigh In On Nebius Group

Several large investors have recently modified their holdings of NBIS. Confluence Investment Management LLC boosted its position in shares of Nebius Group by 2.0% in the 2nd quarter. Confluence Investment Management LLC now owns 2,475 shares of the company’s stock valued at $684,000 after purchasing an additional 48 shares during the period. N.E.W. Advisory Services LLC increased its stake 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 in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in Nebius Group by 2.7% during the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,977 shares of the company’s stock worth $309,000 after buying an additional 79 shares during the period. Wealth Alliance LLC raised its holdings in Nebius Group by 1.6% during the 1st quarter. Wealth Alliance LLC now owns 5,008 shares of the company’s stock worth $520,000 after buying an additional 80 shares during the period. Finally, Aspen Grove Capital LLC lifted its stake in Nebius Group by 3.7% during the first quarter. Aspen Grove Capital LLC now owns 2,522 shares of the company’s stock valued at $262,000 after buying an additional 89 shares in the last quarter. 21.90% of the stock is owned by institutional investors.

Nebius Group Stock Up 34.1%

Nebius Group stock opened at $259.20 on Thursday. Nebius Group has a 52 week low of $62.01 and a 52 week high of $299.86. The stock has a market cap of $65.58 billion, a price-to-earnings ratio of 83.61 and a beta of 4.23. The company’s 50-day moving average price is $221.63 and its two-hundred day moving average price is $166.23. The company has a current ratio of 8.33, a quick ratio of 8.33 and a debt-to-equity ratio of 1.16.

Nebius Group (NASDAQ:NBIS) last issued its quarterly earnings results on Thursday, May 14th. The company reported ($0.23) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.81) by $0.58. Nebius Group had a net margin of 95.27% and a negative return on equity of 9.11%. The company had revenue of $399.00 million during the quarter, compared to analyst estimates of $375.13 million. Nebius Group’s quarterly revenue was up 684.0% on a year-over-year basis. On average, analysts expect that Nebius Group will post -3.91 EPS for the current fiscal year.

Trending Headlines about Nebius Group

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

• Positive Sentiment: Revenue and earnings exceeded expectations. Second-quarter revenue reached approximately $582.3 million, ahead of analyst estimates near $570 million, while the adjusted loss of $0.12 per share was considerably narrower than the expected $0.67 loss. Nebius beats quarterly revenue estimates as AI demand fuels growth
• Positive Sentiment: AI cloud growth remained exceptional. Core AI revenue rose more than fivefold year over year, accounting for roughly 98% of total sales. Management said demand for AI computing capacity continues to grow exponentially, supporting higher pricing and larger customer contracts. NBIS Stock Surges After Nebius Q2 Revenue Soars
• Positive Sentiment: Operating indicators strengthened. Annualized recurring revenue reportedly reached about $3 billion, contracted value quadrupled, contracted power guidance rose to 5 gigawatts, and AI operations generated an adjusted EBITDA margin near 50%. Nebius also selected Bloom Energy as a behind-the-meter power partner for a flagship data center, highlighting progress in solving power constraints. Nebius’ Q2 Just Made The Bull Case Stronger
• Positive Sentiment: The broader AI data-center trade regained momentum, with Nebius, CoreWeave and other infrastructure names leading a sector rebound after earlier forced selling. Jim Cramer says the AI data center trade is back
• Neutral Sentiment: Analysts and technical commentators identified bullish momentum and breakout potential, but several price targets cluster near recent trading levels, suggesting much of the growth outlook may already be reflected in the stock.
• Negative Sentiment: Full-year guidance was a potential restraint. Nebius forecast 2026 revenue of $3.0 billion to $3.4 billion, with the upper end roughly matching or slightly trailing consensus expectations. Investors also continue to monitor data-center construction timing, heavy capital spending and execution risk.
• Negative Sentiment: Michael Burry’s reported short position, substantial insider selling, and concerns about valuation and infrastructure spending remain sources of volatility despite the earnings beat. Michael Burry Is Short Nebius and Palantir

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.