Brokerages Set Nebius Group N.V. (NASDAQ:NBIS) Target Price at $142.38

Shares of Nebius Group N.V. (NASDAQ:NBIS) have earned an average rating of “Moderate Buy” from the ten brokerages that are presently covering the firm, MarketBeat.com reports. One equities research analyst has rated the stock with a sell rating, one has issued a hold rating, six have given a buy rating and two have issued a strong buy rating on the company. The average twelve-month price target among analysts that have issued ratings on the stock in the last year is $142.3750.

NBIS has been the subject of several recent analyst reports. Freedom Capital upgraded Nebius Group to a “strong-buy” rating in a research report on Tuesday, February 3rd. BWS Financial reissued a “buy” rating and issued a $130.00 price objective on shares of Nebius Group in a research report on Thursday, November 13th. CICC Research began coverage on Nebius Group in a research note on Tuesday, November 11th. They issued an “outperform” rating and a $143.00 price objective on the stock. Northland Securities raised their target price on shares of Nebius Group from $206.00 to $211.00 and gave the company an “outperform” rating in a research report on Wednesday, November 12th. Finally, DA Davidson reissued a “buy” rating and issued a $150.00 price target on shares of Nebius Group in a research report on Wednesday, November 12th.

Nebius Group Stock Performance

Shares of NASDAQ NBIS opened at $98.01 on Wednesday. The company has a current ratio of 3.08, a quick ratio of 6.57 and a debt-to-equity ratio of 0.89. The firm has a market capitalization of $24.68 billion, a price-to-earnings ratio of -127.29 and a beta of 3.91. Nebius Group has a 12-month low of $18.31 and a 12-month high of $141.10. The firm has a 50 day moving average of $92.41 and a 200 day moving average of $93.70.

Nebius Group (NASDAQ:NBIS) last released its earnings results on Thursday, February 12th. The company reported ($0.69) EPS for the quarter, missing analysts’ consensus estimates of ($0.42) by ($0.27). Nebius Group had a negative return on equity of 11.70% and a net margin of 19.02%.The firm had revenue of $227.70 million for the quarter, compared to the consensus estimate of $246.05 million. On average, research analysts anticipate that Nebius Group will post -1.1 earnings per share for the current year.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of NBIS. Parkside Financial Bank & Trust acquired a new position in Nebius Group in the 4th quarter worth about $25,000. Root Financial Partners LLC acquired a new stake in Nebius Group in the 4th quarter valued at about $26,000. Blue Trust Inc. lifted its position in Nebius Group by 73.8% during the fourth quarter. Blue Trust Inc. now owns 332 shares of the company’s stock worth $28,000 after buying an additional 141 shares in the last quarter. Armstrong Advisory Group Inc. raised its holdings in shares of Nebius Group by 500.0% during the 4th quarter. Armstrong Advisory Group Inc. now owns 360 shares of the company’s stock worth $30,000 after acquiring an additional 300 shares during the period. Finally, Assetmark Inc. boosted its holdings in Nebius Group by 102.0% in the 2nd quarter. Assetmark Inc. now owns 602 shares of the company’s stock valued at $33,000 after purchasing an additional 304 shares during the last quarter. 21.90% of the stock is currently owned by hedge funds and other institutional investors.

Nebius Group News Summary

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

• Positive Sentiment: Q4 showed extraordinary top-line growth (reported ~+547% YoY; AI cloud revenue much higher), underscoring strong demand from hyperscalers and enterprise AI customers — a core reason bulls are buying the stock. Nebius: In Energy We Trust
• Positive Sentiment: Acquisition and product moves (Tavily deal) boost Nebius’ agentic AI/search capabilities and strengthen its AI software stack, improving monetization potential for rented GPU capacity. Nebius Targets Fast-Growing Agentic AI Market With Tavily Acquisition
• Positive Sentiment: Management reiterated aggressive FY2026 targets (large revenue range and connected-power goals, plus long-term margin targets), which supports upside if Nebius hits capacity milestones. Nebius Group Stock: Build, Sell, Repeat
• Neutral Sentiment: Multiple retail/investment outlets are listing NBIS among AI-infrastructure picks, keeping investor interest high but not a direct catalyst. 5 Best Artificial Intelligence Stocks to Buy in February
• Neutral Sentiment: The full earnings call and transcripts are available for deeper read; management comments clarify ramp timing and contract structure but contain both encouragement and caveats. Earnings Call Transcript
• Negative Sentiment: Q4 missed consensus on revenue ($227.7M vs. ~$246M expected) and EPS (reported -$0.69 vs. -$0.42 est.), prompting near-term profit-taking. Q4 Earnings Miss
• Negative Sentiment: Capital spending surged on GPUs and data center builds, and management cites energy/grid/connectivity as a gating factor — execution delays or higher financing/dilution risk could push out monetization of contracted capacity. Capex Surge / GPU & Data Center Expenses
• Negative Sentiment: Analyst views are mixed and short interest is notable — these factors increase volatility and mean upside depends on timely capacity hookups and execution. Analysts’ Opinions Are Mixed

Nebius Group Company Profile

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.