Nebius Group (NASDAQ:NBIS) Stock: Insider Arne Grimme Acquires 148 Shares

Nebius Group N.V. (NASDAQ:NBIS) Director Arne Grimme bought 148 shares of the stock in a transaction dated Wednesday, October 21st. The shares were acquired at an average price of $167.94 per share, with a total value of $24,855.12. Following the completion of the acquisition, the director directly owned 6,628 shares of the company’s stock, valued at approximately $1,113,106.32. The trade was a 2.28% increase in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Arne Grimme also recently made the following trade(s):

• On Tuesday, October 20th, Arne Grimme purchased 151 shares of Nebius Group stock. The stock was bought at an average cost of $164.62 per share, for a total transaction of $24,857.62.
• On Monday, October 19th, Arne Grimme purchased 148 shares of Nebius Group stock. The stock was bought at an average cost of $169.99 per share, for a total transaction of $25,158.52.
• On Thursday, October 15th, Arne Grimme purchased 148 shares of Nebius Group stock. The stock was bought at an average price of $169.99 per share, for a total transaction of $25,158.52.

Nebius Group Stock Performance

Nebius Group stock opened at $159.17 on Friday. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.82. The company has a market capitalization of $40.27 billion, a P/E ratio of -5,303.90 and a beta of 4.18. The stock’s 50 day moving average is $219.19 and its 200 day moving average is $209.22. Nebius Group N.V. has a twelve month low of $73.52 and a twelve month high of $299.86.

Nebius Group (NASDAQ:NBIS) last posted its quarterly earnings data on Thursday, August 13th. The company reported ($0.12) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.67) by $0.55. The company had revenue of $582.30 million during the quarter, compared to analyst estimates of $567.91 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%. The firm’s revenue for the quarter was up 454% on a year-over-year basis. During the same quarter last year, the company earned $2.38 EPS. On average, equities research analysts predict that Nebius Group N.V. will post -3.48 earnings per share for the current fiscal year.

Key Headlines Impacting Nebius Group

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

• Positive Sentiment: Nebius continues to point to strong AI-compute demand. Its chief revenue officer said pricing is rising faster than expected, while SpaceX executives indicated that new AI-compute deployments can achieve payback in less than a year. These comments support the potential economics of Nebius’ expansion. Investors question neocloud business model
• Positive Sentiment: The company launched public live spot pricing for GPU compute, improving customer cost transparency and potentially making its NVIDIA-powered cloud more accessible to customers with flexible demand. Nebius also expanded AI collaborations involving NVIDIA and robotics deployments. Nebius brings GPU compute pricing into the open
• Positive Sentiment: Director Arne Grimme purchased 148 shares for approximately $24,855 on October 21, following similar purchases earlier in the week. The trades were made under a pre-arranged Rule 10b5-1 plan, so they are a modest rather than decisive confidence signal. SEC insider purchase filing
• Neutral Sentiment: The broader neocloud sell-off has so far remained largely contained within AI infrastructure stocks and has not materially spread to wider equity or credit markets. That limits systemic risk, but does not remove pressure on highly valued operators.
• Negative Sentiment: Credit-market stress at CoreWeave is weighing on the entire sector. Its bonds have entered distressed territory, and credit-default swaps reportedly exceeded 1,000 basis points. Investors fear similar debt and capacity risks could affect Nebius, even though the companies have different financial profiles. CoreWeave and Nebius stocks are crashing
• Negative Sentiment: Piper Sandler lowered its Nebius price target from $237 to $185 and assigned a neutral rating, reflecting increased caution over valuation and financing. Nebius also remains unprofitable, with analysts expecting a loss for the current year, making successful execution of its capital expansion especially important. Piper Sandler cuts Nebius target

Institutional Investors Weigh In On Nebius Group

Institutional investors and hedge funds have recently made changes to their positions in the company. Confluence Investment Management LLC raised its holdings in Nebius Group by 2.0% in the 2nd quarter. Confluence Investment Management LLC now owns 2,475 shares of the company’s stock worth $684,000 after acquiring an additional 48 shares during the last quarter. Eastern Bank lifted its position in Nebius Group by 66.3% in the 3rd quarter. Eastern Bank now owns 158 shares of the company’s stock valued at $37,000 after acquiring an additional 63 shares in the last quarter. Jasper Ridge Partners L.P. boosted its stake in Nebius Group by 0.5% during the 2nd quarter. Jasper Ridge Partners L.P. now owns 16,132 shares of the company’s stock valued at $4,455,000 after purchasing an additional 74 shares during the last quarter. Ancora Advisors LLC boosted its stake in Nebius Group by 18.8% during the 2nd quarter. Ancora Advisors LLC now owns 475 shares of the company’s stock valued at $131,000 after purchasing an additional 75 shares during the last quarter. Finally, N.E.W. Advisory Services LLC boosted its stake in Nebius Group by 76.0% during the 2nd quarter. N.E.W. Advisory Services LLC now owns 176 shares of the company’s stock valued at $49,000 after purchasing an additional 76 shares during the last quarter. Institutional investors own 21.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on NBIS. Weiss Ratings cut Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, October 15th. Truist Financial raised Nebius Group to a “strong-buy” rating in a research report on Thursday, September 10th. Citigroup lifted their price target on Nebius Group from $278.00 to $324.00 and gave the stock a “buy” rating in a research report on Friday, August 14th. Rothschild & Co Redburn began coverage on shares of Nebius Group in a research note on Monday, September 21st. They issued a “sell” rating and a $84.00 price target on the stock. Finally, Freedom Capital raised shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 20th. Four research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $243.25.

About Nebius Group

Nebius Group N.V. is a technology company focused on providing cloud infrastructure and services for artificial intelligence and machine learning applications. Through its Nebius AI division, the company offers access to high-performance computing, graphics processing units (GPUs), storage, networking, and related tools designed to help businesses and developers train, deploy, and operate AI models.

The company also operates or supports other technology businesses, including Toloka, an AI data and evaluation platform; TripleTen, an online education provider focused on technology careers; and Avride, a developer of autonomous driving and delivery technologies.