Nebius Group (NBIS) to Release Quarterly Earnings on Wednesday

Nebius Group (NASDAQ:NBIS) is projected to issue its Q1 2026 results before the market opens on Wednesday, May 13th. Analysts expect the company to announce earnings of ($0.81) per share and revenue of $375.1260 million for the quarter. Parties can check the company’s upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Wednesday, May 13, 2026 at 8:00 AM ET.

Nebius Group (NASDAQ:NBIS) last issued its earnings results on Thursday, February 12th. The company reported ($0.69) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.42) by ($0.27). The business had revenue of $227.70 million during the quarter, compared to the consensus estimate of $246.05 million. Nebius Group had a negative return on equity of 11.71% and a net margin of 19.02%. On average, analysts expect Nebius Group to post $-2 EPS for the current fiscal year and $-1 EPS for the next fiscal year.

Nebius Group Trading Up 5.1%

Shares of NBIS stock opened at $186.10 on Tuesday. The company has a market cap of $46.86 billion, a P/E ratio of -127.47 and a beta of 4.03. The stock has a 50 day simple moving average of $128.87 and a two-hundred day simple moving average of $108.30. The company has a debt-to-equity ratio of 0.89, a quick ratio of 3.08 and a current ratio of 3.08. Nebius Group has a fifty-two week low of $31.13 and a fifty-two week high of $197.89.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. BWS Financial boosted their price objective on Nebius Group from $130.00 to $200.00 and gave the company a “buy” rating in a report on Monday, March 16th. Bank of America boosted their price objective on Nebius Group from $175.00 to $205.00 and gave the company a “buy” rating in a report on Monday. Freedom Capital downgraded Nebius Group from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. DA Davidson boosted their price objective on Nebius Group from $150.00 to $200.00 and gave the company a “buy” rating in a report on Monday, March 16th. Finally, Cantor Fitzgerald assumed coverage on Nebius Group in a report on Thursday, April 9th. They set an “overweight” rating and a $129.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $159.33.

Key Nebius Group News

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

• Positive Sentiment: Bank of America raised its price target on Nebius Group to $205 from $175 and reiterated a Buy rating, signaling continued analyst confidence in NBIS’s AI growth potential. Nebius Stock Is Jumping: What’s Behind the Surge?
• Positive Sentiment: Nebius has announced a $643 million acquisition of Eigen AI, plus multi-billion-dollar long-term contracts with Meta and Microsoft, which should strengthen demand visibility and expand its AI platform business. Nebius Group Recasts AI Future With Eigen AI Deal And Mega Partnerships
• Positive Sentiment: Nvidia’s investment push remains a tailwind for AI infrastructure names like NBIS, with Nvidia’s equity commitments topping $40 billion this year, reinforcing investor enthusiasm for the sector. Nvidia Expands AI Investment Push
• Neutral Sentiment: Several preview pieces ahead of NBIS’s Q1 earnings highlight strong AI cloud demand and rapid expansion, but also point to high valuation and heavy spending that could keep investors cautious. What Should Investors Do With Nebius Stock Ahead of Q1 Earnings?
• Neutral Sentiment: Short-interest data appears unreliable in the latest update, showing zero shares and a zero days-to-cover ratio, so it does not provide a clear trading signal for Nebius today.

Insider Activity

In related news, CTO Danila Shtan sold 13,489 shares of Nebius Group stock in a transaction that occurred on Tuesday, March 31st. The stock was sold at an average price of $98.78, for a total transaction of $1,332,443.42. Following the transaction, the chief technology officer owned 307,378 shares of the company’s stock, valued at $30,362,798.84. The trade was a 4.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Arkadiy Volozh sold 33,358 shares of Nebius Group stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $103.73, for a total value of $3,460,225.34. Following the transaction, the chief executive officer directly owned 868,289 shares in the company, valued at approximately $90,067,617.97. The trade was a 3.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 146,441 shares of company stock valued at $17,672,342.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of NBIS. Royal Bank of Canada purchased a new position in shares of Nebius Group during the first quarter valued at approximately $1,628,000. Millennium Management LLC purchased a new position in shares of Nebius Group during the first quarter valued at approximately $11,563,000. NewEdge Advisors LLC purchased a new position in shares of Nebius Group during the first quarter valued at approximately $40,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC purchased a new position in shares of Nebius Group during the first quarter valued at approximately $9,084,000. Finally, Daiwa Securities Group Inc. purchased a new position in shares of Nebius Group during the second quarter valued at approximately $68,000. Hedge funds and other institutional investors own 21.90% of the company’s stock.

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.