Nebius Group (NASDAQ:NBIS) Director John Wilson Iv Boynton Sells 5,296 Shares

Nebius Group N.V. (NASDAQ:NBIS) Director John Wilson Iv Boynton sold 5,296 shares of the stock in a transaction on Friday, August 14th. The stock was sold at an average price of $270.99, for a total value of $1,435,163.04. Following the completion of the sale, the director directly owned 415,844 shares in the company, valued at approximately $112,689,565.56. This represents a 1.26% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

John Wilson Iv Boynton also recently made the following trade(s):

• On Monday, June 15th, John Wilson Iv Boynton sold 5,812 shares of Nebius Group stock. The shares were sold at an average price of $253.29, for a total value of $1,472,121.48.

Nebius Group Stock Down 7.8%

Shares of NBIS traded down $21.05 during trading hours on Tuesday, hitting $247.80. The company had a trading volume of 13,968,535 shares, compared to its average volume of 17,829,605. The stock has a market capitalization of $62.70 billion, a price-to-earnings ratio of -8,254.02 and a beta of 4.23. The firm has a fifty day moving average price of $223.55 and a 200-day moving average price of $169.88. Nebius Group N.V. has a 52-week low of $62.01 and a 52-week high of $299.86. The company has a debt-to-equity ratio of 0.82, a quick ratio of 4.03 and a current ratio of 4.03.

Nebius Group (NASDAQ:NBIS) last released its quarterly earnings data on Wednesday, August 12th. The company reported ($0.12) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.67) by $0.55. The business had revenue of $582.30 million during the quarter, compared to analyst estimates of $567.91 million. Nebius Group had a net margin of 4.55% and a negative return on equity of 6.03%. Nebius Group’s revenue was up 454% compared to the same quarter last year. During the same period last year, the business earned $2.38 EPS. On average, equities research analysts forecast that Nebius Group N.V. will post -3.91 EPS for the current fiscal year.

Trending Headlines about Nebius Group

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

• Positive Sentiment: Strong quarterly results support the growth narrative. Nebius reported revenue of $582.3 million, up 454% year over year, and exceeded consensus expectations on both revenue and adjusted earnings. Analysts highlighted backlog-supported capacity expansion and positive operating cash flow. Nebius’s Revenue Is Forecast to Roughly Quadruple Year Over Year
• Positive Sentiment: Improving pricing could significantly increase revenue potential. New AI-cloud contracts reportedly priced at $20 million-$25 million per megawatt, along with contracted-power guidance of 5 gigawatts, suggest stronger pricing power and a potentially higher long-term revenue base. Rising data-center prices could also benefit Nebius and CoreWeave. Nebius: Pricing Inflection Alters Narrative
• Positive Sentiment: Analyst sentiment and price targets remain supportive. Coverage has emphasized more than $40 billion in customer commitments, recurring revenue growth and asset-light partnerships. Recent reports also cited higher targets, including a $324 target and a Bank of America increase, reinforcing the bullish case. Nebius Group Price Target Raised to $324
• Neutral Sentiment: Potential strategic opportunities are adding interest. Nebius has reportedly emerged as a key bidder in talks involving Decart AI. However, no transaction has been confirmed, so the immediate financial impact is uncertain. Nebius Emerges as a Key Bidder in Decart AI Talks
• Negative Sentiment: Valuation is the primary near-term concern. Analysts note that rapid growth may already be reflected in NBIS’s premium valuation, making the stock vulnerable if it fails to break above the $280s or if growth slows. Nebius: Potential Bull Trap
• Negative Sentiment: Execution, capital requirements and bearish skepticism remain headwinds. Reaching the 5-gigawatt target will require substantial capital spending and could create dilution or financing risk. Michael Burry has also questioned the economics of Nebius’s compute contracts, while DA Davidson’s rapid change in stance highlights continuing analyst uncertainty. DA Davidson Reverses Course on Nebius Target

Wall Street Analyst Weigh In

NBIS has been the subject of a number of recent analyst reports. Zacks Research lowered shares of Nebius Group from a “strong-buy” rating to a “hold” rating in a report on Friday, July 31st. DA Davidson reissued a “neutral” rating and issued a $175.00 target price on shares of Nebius Group in a report on Thursday, August 13th. Northland Securities boosted their price target on Nebius Group from $248.00 to $410.00 and gave the stock an “outperform” rating in a research note on Monday, July 20th. Citigroup increased their price objective on Nebius Group from $278.00 to $324.00 and gave the company a “buy” rating in a research report on Friday. Finally, Piper Sandler assumed coverage on Nebius Group in a research report on Monday, August 3rd. They issued a “neutral” rating and a $224.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, Nebius Group has a consensus rating of “Moderate Buy” and a consensus price target of $226.00.

Hedge Funds Weigh In On Nebius Group

A number of institutional investors and hedge funds have recently modified their holdings of the company. Allied Private Wealth LLC bought a new stake in shares of Nebius Group in the second quarter worth $25,000. Sarver Vrooman Wealth Advisors bought a new stake in Nebius Group during the 2nd quarter worth approximately $28,000. GoalVest Advisory LLC purchased a new position in Nebius Group during the second quarter valued at approximately $28,000. N.E.W. Advisory Services LLC boosted its position in shares of Nebius Group by 76.0% in the second quarter. N.E.W. Advisory Services LLC now owns 176 shares of the company’s stock worth $49,000 after purchasing an additional 76 shares during the period. Finally, Continuum Advisory LLC bought a new position in shares of Nebius Group in the second quarter worth approximately $52,000. 21.90% of the stock is currently 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.