Nebius Group (NASDAQ:NBIS) Stock: Insider Arne Grimme Purchases 205 Shares

Nebius Group N.V. (NASDAQ:NBIS) Director Arne Grimme purchased 205 shares of the company’s stock in a transaction dated Friday, October 23rd. The stock was purchased at an average price of $158.98 per share, with a total value of $32,590.90. Following the completion of the purchase, the director directly owned 7,190 shares in the company, valued at $1,143,066.20. The trade was a 2.93% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Monday, October 26th, Arne Grimme acquired 208 shares of Nebius Group stock. The shares were purchased at an average cost of $153.96 per share, for a total transaction of $32,023.68.
• On Thursday, October 22nd, Arne Grimme acquired 357 shares of Nebius Group stock. The shares were purchased at an average price of $161.97 per share, for a total transaction of $57,823.29.
• On Wednesday, October 21st, Arne Grimme acquired 148 shares of Nebius Group stock. The shares were purchased at an average price of $167.94 per share, for a total transaction of $24,855.12.
• On Tuesday, October 20th, Arne Grimme bought 151 shares of Nebius Group stock. The stock was purchased at an average cost of $164.62 per share, with a total value of $24,857.62.
• On Monday, October 19th, Arne Grimme bought 148 shares of Nebius Group stock. The stock was purchased at an average price of $169.99 per share, with a total value of $25,158.52.
• On Thursday, October 15th, Arne Grimme bought 148 shares of Nebius Group stock. The stock was purchased at an average price of $169.99 per share, with a total value of $25,158.52.

Nebius Group Trading Up 11.2%

Shares of NBIS stock opened at $170.47 on Wednesday. The business’s 50-day moving average price is $213.38 and its 200-day moving average price is $175.84. Nebius Group N.V. has a 12 month low of $73.52 and a 12 month high of $299.86. The firm has a market capitalization of $43.13 billion, a price-to-earnings ratio of -5,680.44 and a beta of 4.18.

Nebius Group (NASDAQ:NBIS) last released its quarterly earnings results on Thursday, August 13th. The company reported ($0.12) earnings per share for the quarter, topping the consensus estimate of ($0.67) by $0.55. The firm had revenue of $582.30 million for the quarter, compared to the consensus estimate of $567.91 million. The business’s revenue for the quarter was up 454% on a year-over-year basis. During the same quarter last year, the firm posted $2.38 earnings per share. On average, sell-side analysts predict that Nebius Group N.V. will post -3.19 earnings per share for the current fiscal year.

Trending Headlines about Nebius Group

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

• Positive Sentiment: AI-cloud shares rallied broadly, with Nebius among the strongest performers, as investors bought the dip following concerns about interest rates and debt-funded infrastructure spending. CoreWeave’s planned capacity expansion in Denmark helped reinforce expectations for sustained AI-computing demand. Nebius rises with neocloud stocks
• Positive Sentiment: Nebius reportedly raised approximately $279 million for its data-center project near Lille, France. The financing supports the company’s international expansion and provides additional evidence that it can fund its planned AI infrastructure buildout despite tighter capital markets. Why CoreWeave and Nebius stocks are rising
• Positive Sentiment: Investors are viewing Nebius’s balance sheet more favorably than CoreWeave’s: Nebius has approximately $8.5 billion of debt and $8.0 billion of cash, compared with CoreWeave’s $35.1 billion of debt and $5.5 billion of cash. Director Arne Grimme also made multiple purchases under a pre-arranged 10b5-1 plan, offering a modest insider-confidence signal. Nebius versus CoreWeave debt comparison
• Neutral Sentiment: Nebius launched live spot GPU pricing, which could improve pricing transparency and help customers manage compute costs. The feature may support adoption, but it could also make pricing competition and pressure on margins more visible. Nebius launches live spot GPU pricing
• Negative Sentiment: Elon Musk’s warning that more than 200 neocloud companies could face “guppy-level” failures and consolidation continues to weigh on the sector, highlighting the capital intensity and financing risks facing AI infrastructure providers. Musk warns of neocloud failures
• Negative Sentiment: Investors remain concerned about dilution following Nebius’s $5 billion convertible-note offering and the substantial capital expenditure required to expand capacity. Those concerns are significant because the stock remains highly valued and volatile despite rapid revenue growth. Nebius compared with CoreWeave and Oracle

Analyst Upgrades and Downgrades

Several research firms recently commented on NBIS. Weiss Ratings downgraded shares of Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, October 15th. Citigroup upped their price target on shares of Nebius Group from $278.00 to $324.00 and gave the company a “buy” rating in a research report on Friday, August 14th. DA Davidson restated a “neutral” rating and issued a $175.00 price target on shares of Nebius Group in a research report on Thursday, August 13th. Rosenblatt Securities started coverage on shares of Nebius Group in a research note on Thursday, October 8th. They set a “buy” rating and a $304.00 price target for the company. Finally, Robert W. Baird raised their price target on shares of Nebius Group from $250.00 to $340.00 and gave the company an “outperform” rating in a research note on Thursday, August 13th. Four equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $243.25.

Institutional Investors Weigh In On Nebius Group

A number of institutional investors have recently made changes to their positions in NBIS. BlackRock Inc. grew its position in shares of Nebius Group by 16.0% in the 2nd quarter. BlackRock Inc. now owns 11,531,270 shares of the company’s stock valued at $3,184,591,000 after buying an additional 1,593,684 shares during the last quarter. Situational Awareness LP bought a new position in shares of Nebius Group during the second quarter worth about $1,232,895,000. State Street Corp raised its position in shares of Nebius Group by 16.2% during the second quarter. State Street Corp now owns 4,069,875 shares of the company’s stock worth $1,123,977,000 after acquiring an additional 568,415 shares during the last quarter. Jennison Associates LLC raised its position in shares of Nebius Group by 134.3% during the second quarter. Jennison Associates LLC now owns 3,983,899 shares of the company’s stock worth $1,100,233,000 after acquiring an additional 2,283,676 shares during the last quarter. Finally, Accel Leaders 4 Associates L.P. acquired a new position in shares of Nebius Group in the second quarter worth approximately $1,012,097,322. Institutional investors own 21.90% of the company’s stock.

Nebius Group Company Profile

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.