Nebius Group (NASDAQ:NBIS) General Counsel Boaz Tal Sells 5,100 Shares

Nebius Group N.V. (NASDAQ:NBIS) General Counsel Boaz Tal sold 5,100 shares of Nebius Group stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $199.39, for a total value of $1,016,889.00. Following the completion of the transaction, the general counsel owned 80,754 shares of the company’s stock, valued at approximately $16,101,540.06. This represents a 5.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Nebius Group Stock Down 2.3%

Shares of NASDAQ:NBIS opened at $214.77 on Friday. Nebius Group N.V. has a 1 year low of $34.72 and a 1 year high of $233.73. The business has a 50 day simple moving average of $148.80 and a two-hundred day simple moving average of $113.85. The firm has a market capitalization of $54.34 billion, a PE ratio of 69.28 and a beta of 4.03. The company has a debt-to-equity ratio of 1.16, a current ratio of 8.33 and a quick ratio of 8.33.

Nebius Group (NASDAQ:NBIS) last announced its quarterly earnings results on Thursday, May 14th. The company reported ($0.23) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.77) by $0.54. The firm had revenue of $399.00 million during the quarter, compared to analyst estimates of $375.13 million. Nebius Group had a negative return on equity of 9.11% and a net margin of 95.27%.The company’s revenue was up 684.0% compared to the same quarter last year. On average, equities analysts predict that Nebius Group N.V. will post -2.33 EPS for the current year.

Institutional Investors Weigh In On Nebius Group

A number of hedge funds and other institutional investors have recently modified their holdings of NBIS. Vestor Capital LLC increased its stake in shares of Nebius Group by 456.5% during the 1st quarter. Vestor Capital LLC now owns 51,066 shares of the company’s stock worth $5,299,000 after purchasing an additional 41,890 shares in the last quarter. SOA Wealth Advisors LLC. grew its stake in Nebius Group by 50.0% in the 1st quarter. SOA Wealth Advisors LLC. now owns 750 shares of the company’s stock worth $78,000 after acquiring an additional 250 shares during the period. Western Wealth Management LLC purchased a new stake in Nebius Group in the 1st quarter worth approximately $293,000. Rovida Investment Management Ltd grew its stake in shares of Nebius Group by 3.6% during the 1st quarter. Rovida Investment Management Ltd now owns 1,893,647 shares of the company’s stock valued at $196,333,000 after buying an additional 65,000 shares during the period. Finally, Silicon Valley Capital Partners grew its stake in shares of Nebius Group by 400.0% during the 1st quarter. Silicon Valley Capital Partners now owns 1,250 shares of the company’s stock valued at $130,000 after buying an additional 1,000 shares during the period. 21.90% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on NBIS shares. Compass Point started coverage on Nebius Group in a research report on Wednesday, February 18th. They issued a “buy” rating and a $150.00 target price on the stock. Cantor Fitzgerald assumed coverage on shares of Nebius Group in a report on Thursday, April 9th. They issued an “overweight” rating and a $129.00 price target on the stock. Freedom Capital lowered shares of Nebius Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. Citizens Jmp increased their target price on shares of Nebius Group from $175.00 to $270.00 and gave the stock a “market outperform” rating in a research note on Thursday, May 14th. Finally, Weiss Ratings upgraded shares of Nebius Group from a “hold (c-)” rating to a “hold (c)” rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $182.75.

Key Nebius Group News

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

• Positive Sentiment: Nebius signed a 10-year, $2.6 billion master agreement with Bloom Energy to deploy onsite fuel-cell power across its AI data centers, a move that could improve reliability, support rapid expansion, and reduce dependence on traditional gas turbines. Nebius Fuel Cell Deal With Bloom Reshapes AI Power And Investor Tradeoffs
• Positive Sentiment: Recent commentary highlighted Nebius as a top “neocloud” AI play, pointing to triple-digit revenue growth and improving margins as evidence that the company’s fundamentals remain strong despite the stock’s big run. Nebius upside expands as AI feedback loop intensifies
• Neutral Sentiment: Analysts continue to rate Nebius as a “Moderate Buy,” suggesting Wall Street remains constructive but not universally bullish after the stock’s sharp appreciation. Nebius Group N.V. Receives Consensus Recommendation of “Moderate Buy” from Analysts
• Negative Sentiment: General Counsel Boaz Tal sold 5,100 shares under a pre-arranged Rule 10b5-1 plan, which may pressure sentiment even though the sale was routine and not necessarily a signal on business fundamentals. Rising US Borrowing Costs Won’t Slow Massive AI Data-Center Buildout as Potential Profit Outweighs Spending

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.