Nebius Group (NBIS) – Investment Analysts’ Weekly Ratings Changes

A number of firms have modified their ratings and price targets on shares of Nebius Group (NASDAQ: NBIS) recently:

• 9/30/2026 – Nebius Group is now covered by William Blair. They set an “outperform” rating on the stock.
• 9/25/2026 – Nebius Group was upgraded by Weiss Ratings from “sell (d+)” to “hold (c-)”.
• 9/24/2026 – Nebius Group was upgraded by BNP Paribas Exane from “neutral” to “outperform”. They now have a $399.00 price target on the stock, up from $260.00.
• 9/21/2026 – Nebius Group is now covered by Rothschild & Co Redburn. They set a “sell” rating and a $84.00 price target on the stock.
• 9/10/2026 – Nebius Group was upgraded by Truist Financial Corporation to “strong-buy”.
• 9/9/2026 – Nebius Group was downgraded by Weiss Ratings from “hold (c-)” to “sell (d+)”.
• 9/9/2026 – Nebius Group is now covered by Truist Financial Corporation. They set a “buy” rating and a $355.00 price target on the stock.
• 8/16/2026 – Nebius Group was upgraded by Wall Street Zen from “strong sell” to “sell”.
• 8/14/2026 – Nebius Group had its price target raised by Citigroup Inc. from $278.00 to $324.00. They now have a “buy” rating on the stock.
• 8/13/2026 – Nebius Group had its “neutral” rating reaffirmed by DA Davidson. They now have a $175.00 price target on the stock.
• 8/13/2026 – Nebius Group had its price target raised by Robert W. Baird from $250.00 to $340.00. They now have an “outperform” rating on the stock.
• 8/11/2026 – Nebius Group was downgraded by Weiss Ratings from “hold (c)” to “hold (c-)”.
• 8/8/2026 – Nebius Group was downgraded by Wall Street Zen from “sell” to “strong sell”.
• 8/7/2026 – Nebius Group had its price target lowered by DA Davidson from $250.00 to $175.00. They now have a “neutral” rating on the stock.
• 8/5/2026 – Nebius Group had its price target lowered by Citigroup Inc. from $287.00 to $278.00. They now have a “buy” rating on the stock.
• 8/3/2026 – Nebius Group is now covered by Piper Sandler. They set a “neutral” rating and a $224.00 price target on the stock.

Insider Transactions at Nebius Group

In related news, Director John Wilson Iv Boynton sold 5,296 shares of the stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $270.99, for a total value of $1,435,163.04. Following the completion of the transaction, the director owned 415,844 shares of the company’s stock, valued at approximately $112,689,565.56. This trade represents a 1.26% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Sanchez Maria Del Dado Alonso sold 470 shares of Nebius Group stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $196.00, for a total value of $92,120.00. Following the completion of the transaction, the chief financial officer owned 12,202 shares of the company’s stock, valued at approximately $2,391,592. This trade represents a 3.71% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 85,152 shares of company stock worth $20,677,385.

Nebius Group N.V. is a technology company focused on artificial intelligence infrastructure and related services. Through its Nebius AI business, the company provides cloud-based computing infrastructure designed for developing, training and deploying machine-learning and generative AI applications, including access to accelerated computing, data storage, networking and managed cloud services.

The company also develops tools and services intended to support AI developers and businesses, including data and machine-learning infrastructure.