Mirabella Financial Services LLP Invests $1.58 Million in Nebius Group N.V. $NBIS

Mirabella Financial Services LLP purchased a new stake in shares of Nebius Group N.V. (NASDAQ:NBIS) during the third quarter, Holdings Channel reports. The institutional investor purchased 14,100 shares of the company’s stock, valued at approximately $1,583,000.

Several other large investors have also recently bought and sold shares of the business. Western Pacific Wealth Management LP purchased a new stake in Nebius Group in the 3rd quarter worth about $45,000. Grove Bank & Trust purchased a new position in Nebius Group during the 3rd quarter valued at about $50,000. SOA Wealth Advisors LLC. increased its holdings in shares of Nebius Group by 38.5% in the 3rd quarter. SOA Wealth Advisors LLC. now owns 450 shares of the company’s stock valued at $51,000 after purchasing an additional 125 shares during the period. Sunbelt Securities Inc. acquired a new position in shares of Nebius Group in the 3rd quarter valued at about $54,000. Finally, Grey Fox Wealth Advisors LLC purchased a new stake in shares of Nebius Group in the third quarter worth approximately $56,000. 21.90% of the stock is owned by institutional investors and hedge funds.

Nebius Group Trading Up 2.5%

Shares of NASDAQ NBIS opened at $121.52 on Friday. The business has a 50 day simple moving average of $99.09 and a 200 day simple moving average of $99.51. Nebius Group N.V. has a 52 week low of $18.31 and a 52 week high of $141.10. The stock has a market cap of $30.60 billion, a price-to-earnings ratio of -83.23 and a beta of 4.02. The company has a debt-to-equity ratio of 0.89, a quick ratio of 6.57 and a current ratio of 3.08.

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

Key Headlines Impacting Nebius Group

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

• Positive Sentiment: Nvidia invests $2 billion and enters a deep engineering partnership with Nebius to scale hyperscale AI cloud infrastructure — this validates Nebius’s tech roadmap and gives the company access to engineering, chips and go‑to‑market support that can accelerate revenue. Nvidia (NVDA), Nebius (NBIS) Partner to Scale Full-Stack AI Cloud with $2B Investment
• Positive Sentiment: The expanded Meta relationship (reported as a potential ~$27B opportunity) positions Nebius as a strategic supplier for hyperscale AI workloads — a high‑visibility contract that supports long‑term demand assumptions. Nebius: Positioned To Win In Any Eventuality From The $27B Meta Deal
• Positive Sentiment: Analyst coverage and price‑target moves (including a raised $200 target by BWS Financial and fresh coverage from Citi) have supported sentiment and helped fuel recent gains. BWS Financial Raises Nebius Group (NASDAQ:NBIS) Price Target to $200.00
• Neutral Sentiment: Momentum and valuation reassessments: recent strong short‑term returns have drawn attention and prompted fresh valuation analyses — investors are weighing rapid share gains against fundamentals. Assessing Nebius Group (NBIS) Valuation After Strong Recent Share Price Momentum
• Neutral Sentiment: Industry recognition: market commentary and leaderboards (e.g., Futurum) highlight Nebius’s role in addressing AI power and capacity shortages — supportive for long‑term narrative but not an immediate revenue guarantee. Nvidia-backed Nebius Group tops AI leaderboard
• Negative Sentiment: Nebius priced an upsized $4.0 billion offering of convertible senior notes — the size and convertible structure raise near‑term dilution and leverage concerns, and the announcement triggered an earlier share pullback. Investors must judge whether the capital will generate returns that exceed dilution and interest costs. Nebius Group Announces Pricing of Upsized Private Offering of $4.0 Billion of Convertible Senior Notes
• Negative Sentiment: Investor pushback on capital intensity: coverage and commentary flag the “cost of competing in AI” and remind holders that large funding raises amplify execution risk if growth or margins underperform expectations. Nebius’s stock falls as investors get a wake-up call on the cost of competing in AI

Analysts Set New Price Targets

Several analysts recently commented on the stock. Freedom Capital upgraded shares of Nebius Group to a “strong-buy” rating in a report on Tuesday, February 3rd. Morgan Stanley began coverage on shares of Nebius Group in a research report on Thursday, January 15th. They issued an “equal weight” rating and a $126.00 target price for the company. DA Davidson lifted their target price on shares of Nebius Group from $150.00 to $200.00 and gave the company a “buy” rating in a research note on Monday. Citigroup began coverage on shares of Nebius Group in a report on Monday. They set a “buy” rating and a $169.00 price target on the stock. Finally, BWS Financial upped their price target on shares of Nebius Group from $130.00 to $200.00 and gave the stock a “buy” rating in a research note on Monday. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $157.80.

Nebius Group 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.