Nebius Group (NASDAQ:NBIS) Shares Up 9.2% – Time to Buy?

Nebius Group N.V. (NASDAQ:NBIS) traded up 9.2% during trading on Friday . The company traded as high as $100.32 and last traded at $98.01. 20,459,517 shares traded hands during mid-day trading, an increase of 49% from the average session volume of 13,767,746 shares. The stock had previously closed at $89.73.

Trending Headlines about Nebius Group

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

• Positive Sentiment: Extremely strong AI/cloud growth: Nebius reported massive YoY revenue gains (reported as +547% YoY; AI cloud revenue cited up ~800%) and management reiterated aggressive scale targets, which supports a long-term growth runway. Nebius: In Energy We Trust
• Positive Sentiment: Strategic product/stack moves: Acquisition of Tavily and other product investments strengthen Nebius’s agentic search and AI software capabilities, improving differentiation for AI cloud customers. Nebius Group Reshapes AI Stack And Oversight With Tavily Deal
• Neutral Sentiment: Long-term expansion plans: Nebius announced a large new 240MW data center near Lille, France and reiterated 2026 capacity/connect targets (800MW–1GW connected by end-2026) — positive for addressable market but timing matters. Amsterdam-based AI firm Nebius to build 240MW data centre near Lille, France
• Neutral Sentiment: Broader positive thematic coverage: Nebius is being featured in AI/infrastructure stock lists and several bullish analyst write-ups, which can support speculative flows but may already be priced in. 5 Best Artificial Intelligence Stocks to Buy in February
• Negative Sentiment: Q4 miss on revenue and EPS: Reported Q4 revenue of $227.7M missed consensus (~$246M) and EPS of -$0.69 missed estimates, prompting near-term selling pressure and investor caution. Nebius Q4 earnings summary
• Negative Sentiment: Surging capex & financing risk: Capital spending spiked for GPUs and data centers, increasing debt and consent risk of dilution or higher financing costs if expansion slips or monetization of capacity is delayed. AI cloud firm Nebius posts surge in capex
• Negative Sentiment: Execution / grid bottleneck risk: Several analysts flag that growth is now gated by how quickly contracted megawatts get connected and monetized; grid bottlenecks could delay revenue recognition and raise valuation risk. Nebius: Incrementally Bullish After Positive Report
• Negative Sentiment: Short-term market reaction: Some outlets noted the stock pulled back after the miss (reports of a ~5% drop), reflecting mixed sentiment despite retail and some analysts remaining positive. NBIS stock tumbles 5% after Q4 revenue miss

Analysts Set New Price Targets

NBIS has been the subject of a number of research reports. Citizens Jmp started coverage on Nebius Group in a report on Wednesday, November 19th. They issued a “market outperform” rating and a $175.00 price target for the company. Freedom Capital raised shares of Nebius Group to a “strong-buy” rating in a research report on Tuesday, February 3rd. CICC Research assumed coverage on Nebius Group in a research report on Tuesday, November 11th. They set an “outperform” rating and a $143.00 target price on the stock. Northland Securities raised their price target on Nebius Group from $206.00 to $211.00 and gave the stock an “outperform” rating in a report on Wednesday, November 12th. Finally, DA Davidson restated a “buy” rating and set a $150.00 price target on shares of Nebius Group in a research note on Wednesday, November 12th. Two analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Nebius Group presently has an average rating of “Moderate Buy” and an average target price of $142.38.

Nebius Group Stock Up 9.2%

The stock has a market capitalization of $24.68 billion, a PE ratio of -127.29 and a beta of 3.90. The firm has a 50 day moving average price of $92.41 and a 200-day moving average price of $92.79.

Nebius Group (NASDAQ:NBIS) last issued its quarterly earnings results on Thursday, February 12th. The company reported ($0.69) earnings per share for the quarter, missing the consensus estimate of ($0.42) by ($0.27). Nebius Group had a negative return on equity of 11.79% and a net margin of 62.31%.The business had revenue of $227.70 million during the quarter, compared to analyst estimates of $246.05 million. Equities analysts expect that Nebius Group N.V. will post -1.1 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Nebius Group

Hedge funds have recently added to or reduced their stakes in the business. Oppenheimer Asset Management Inc. lifted its position in Nebius Group by 186.3% in the second quarter. Oppenheimer Asset Management Inc. now owns 29,850 shares of the company’s stock valued at $1,652,000 after buying an additional 19,424 shares during the last quarter. Trek Financial LLC purchased a new stake in shares of Nebius Group in the 3rd quarter valued at approximately $2,309,000. J.W. Cole Advisors Inc. lifted its holdings in shares of Nebius Group by 123.9% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 33,488 shares of the company’s stock worth $3,760,000 after acquiring an additional 18,533 shares during the last quarter. Invesco Ltd. boosted its position in shares of Nebius Group by 2.7% during the 2nd quarter. Invesco Ltd. now owns 3,587,811 shares of the company’s stock worth $198,514,000 after purchasing an additional 92,710 shares during the period. Finally, MGO One Seven LLC acquired a new stake in Nebius Group in the 2nd quarter valued at approximately $255,000. 21.90% of the stock is owned by hedge funds and other institutional investors.

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.