Nebius Group’s (NBIS) “Buy” Rating Reaffirmed at Rosenblatt Securities

Nebius Group (NASDAQ:NBIS)‘s stock had its “buy” rating reiterated by equities research analysts at Rosenblatt Securities in a research note issued on Friday, Benzinga reports. They currently have a $304.00 target price on the stock. Rosenblatt Securities‘s price target points to a potential upside of 136.32% from the company’s current price.

NBIS has been the topic of a number of other reports. BNP Paribas Exane raised shares of Nebius Group from a “neutral” rating to an “outperform” rating and increased their price target for the stock from $260.00 to $399.00 in a report on Thursday, September 24th. Rothschild & Co Redburn assumed coverage on shares of Nebius Group in a research note on Monday, September 21st. They set a “sell” rating and a $84.00 price objective for the company. Freedom Capital raised shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Northland Securities upped their target price on shares of Nebius Group from $248.00 to $410.00 and gave the stock an “outperform” rating in a report on Monday, July 20th. Finally, Weiss Ratings cut shares of Nebius Group from a “sell (d+)” rating to a “sell (d)” rating in a research note on Friday, October 30th. Three research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $246.00.

Nebius Group Stock Down 16.8%

Shares of NASDAQ NBIS opened at $128.64 on Friday. Nebius Group has a 52 week low of $73.52 and a 52 week high of $299.86. The business has a 50-day simple moving average of $196.49 and a two-hundred day simple moving average of $178.58. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.82. The company has a market cap of $32.55 billion, a P/E ratio of -4,286.57 and a beta of 4.63.

Nebius Group (NASDAQ:NBIS) last posted its earnings results on Thursday, November 12th. The company reported $0.30 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.72) by $1.02. The business had revenue of $980.80 million during the quarter, compared to analyst estimates of $907.20 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%. Research analysts anticipate that Nebius Group will post -3.19 earnings per share for the current fiscal year.

Insider Activity at Nebius Group

In other Nebius Group news, CRO Marc Boroditsky sold 7,000 shares of the company’s stock in a transaction dated Monday, October 12th. The stock was sold at an average price of $211.23, for a total value of $1,478,610.00. Following the transaction, the executive directly owned 7,000 shares in the company, valued at $1,478,610. This represents a 50.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Wilson Boynton sold 333 shares of the company’s stock in a transaction dated Thursday, October 29th. The stock was sold at an average price of $173.07, for a total value of $57,632.31. Following the completion of the transaction, the director owned 403,189 shares in the company, valued at $69,779,920.23. This represents a 0.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders acquired 1,718 shares of company stock valued at $280,207 and sold 103,527 shares valued at $23,457,169.

Institutional Trading of Nebius Group

Large investors have recently modified their holdings of the business. BlackRock Inc. grew its holdings in shares of Nebius Group by 16.0% during the second quarter. BlackRock Inc. now owns 11,531,270 shares of the company’s stock worth $3,184,591,000 after purchasing an additional 1,593,684 shares in the last quarter. Situational Awareness LP bought a new position in shares of Nebius Group in the second quarter worth approximately $1,232,895,000. State Street Corp increased its position in shares of Nebius Group by 16.2% in the second quarter. State Street Corp now owns 4,069,875 shares of the company’s stock worth $1,123,977,000 after purchasing an additional 568,415 shares during the last quarter. Jennison Associates LLC raised its stake in Nebius Group by 134.3% in the second quarter. Jennison Associates LLC now owns 3,983,899 shares of the company’s stock valued at $1,100,233,000 after purchasing an additional 2,283,676 shares in the last quarter. Finally, Accel Leaders 4 Associates L.P. purchased a new stake in Nebius Group in the second quarter valued at approximately $1,012,097,322. Institutional investors own 21.90% of the company’s stock.

Key Headlines Impacting Nebius Group

These are some of the NBIS headlines that stood out recently:

• Negative Sentiment: The company lowered its 2026 revenue guidance to $3.0 billion–$3.4 billion, citing delays at third-party data centers that shift some expected capacity and revenue into 2027. The lower-end outlook fell short of the prior market expectation. Nebius Doesn’t Have a Demand Problem. It Has a Delivery Problem.
• Negative Sentiment: Nebius’s planned AI infrastructure spending—reported at roughly $40 billion to $45 billion—raised concerns about the scale and execution risk of its expansion, despite customer prepayments. Nvidia-backed AI cloud stock sinks despite record quarter
• Negative Sentiment: Microsoft is reportedly reassessing contracts with neocloud providers and prioritizing its own data centers. Its custom AI accelerator, expected to ramp in 2027, could also reduce reliance on outside providers over time. Microsoft Just Piled Onto the Bad News for CoreWeave, Oracle, and Nebius

About Nebius Group

Nebius Group is a technology company focused on building infrastructure for artificial intelligence. Its core business, Nebius, offers cloud computing services and access to accelerated computing resources designed to help developers and organizations train and run AI models. The company also has businesses in areas including data services for AI, autonomous mobility and online education. Based in Amsterdam, Nebius serves customers internationally and is developing data center and computing capacity to support its AI cloud services.