Nebius Group (NASDAQ:NBIS) Hits New 12-Month High After Earnings Beat

Nebius Group N.V. (NASDAQ:NBIS)’s share price hit a new 52-week high during trading on Wednesday after the company announced better than expected quarterly earnings. The company traded as high as $208.02 and last traded at $196.7340, with a volume of 4319569 shares traded. The stock had previously closed at $179.11.

The company reported ($0.23) earnings per share for the quarter, topping the consensus estimate of ($0.81) by $0.58. Nebius Group had a negative return on equity of 11.71% and a net margin of 19.02%.

Key Nebius Group News

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

• Positive Sentiment: Nebius delivered a major Q1 earnings beat, with revenue and loss figures coming in better than expected, boosting confidence in its AI cloud growth story. Nebius reports first quarter 2026 financial results
• Positive Sentiment: Management highlighted rapid revenue growth and strong AI infrastructure demand, which supports the view that Nebius is gaining traction in a hot market for AI compute and cloud services. AI cloud firm Nebius reports near eightfold revenue jump, shares surge
• Positive Sentiment: Nebius also announced it secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, reinforcing its long-term capacity growth plans. Nebius reports first quarter 2026 financial results
• Positive Sentiment: The company deepened its AI inference stack by bringing in Clarifai’s core team and licensing technology, which should strengthen its Token Factory platform and expand product capabilities. Nebius Clarifai Deal Deepens AI Inference Stack And Token Factory Story
• Neutral Sentiment: Nebius broke ground on its gigawatt-scale AI factory in Missouri, a positive strategic step, but the market is likely focused more on near-term earnings and demand than on this longer-dated buildout. Nebius breaks ground on gigawatt-scale AI factory in Independence, Missouri
• Negative Sentiment: Capex was very high, reflecting heavy ongoing investment in GPUs and data-center hardware, which could pressure cash flow and keep losses elevated even as revenue grows. Nebius reports higher quarterly capex on AI cloud expansion

Analysts Set New Price Targets

A number of analysts have recently weighed in on NBIS shares. Wolfe Research began coverage on Nebius Group in a research report on Thursday, April 16th. They set a “peer perform” rating for the company. Wall Street Zen downgraded shares of Nebius Group from a “sell” rating to a “strong sell” rating in a research report on Saturday, April 11th. Bank of America upped their target price on Nebius Group from $175.00 to $205.00 and gave the stock a “buy” rating in a research note on Monday. BWS Financial lifted their price target on Nebius Group from $130.00 to $200.00 and gave the company a “buy” rating in a research note on Monday, March 16th. Finally, Freedom Capital downgraded Nebius Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, Nebius Group presently has an average rating of “Moderate Buy” and a consensus price target of $159.33.

Insider Activity at Nebius Group

In other Nebius Group news, CEO Arkadiy Volozh sold 33,358 shares of the company’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $103.73, for a total value of $3,460,225.34. Following the completion of the transaction, the chief executive officer owned 868,289 shares of the company’s stock, valued at $90,067,617.97. This represents a 3.70% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CRO Marc Boroditsky sold 4,500 shares of the stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $160.10, for a total value of $720,450.00. Following the completion of the transaction, the executive owned 42,162 shares of the company’s stock, valued at $6,750,136.20. This represents a 9.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 146,441 shares of company stock worth $17,672,342 over the last 90 days.

Institutional Trading of Nebius Group

Several hedge funds and other institutional investors have recently made changes to their positions in NBIS. Zurcher Kantonalbank Zurich Cantonalbank grew its stake in shares of Nebius Group by 34,371.3% in the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 93,762 shares of the company’s stock worth $7,848,000 after purchasing an additional 93,490 shares during the last quarter. J.W. Cole Advisors Inc. raised its position in Nebius Group by 123.9% during the 3rd quarter. J.W. Cole Advisors Inc. now owns 33,488 shares of the company’s stock worth $3,760,000 after purchasing an additional 18,533 shares during the last quarter. Trek Financial LLC acquired a new position in Nebius Group during the 3rd quarter worth about $2,309,000. Sumitomo Mitsui Trust Group Inc. acquired a new position in Nebius Group during the 4th quarter worth about $24,756,000. Finally, Mirae Asset Global Investments Co. Ltd. grew its position in shares of Nebius Group by 52.0% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 86,169 shares of the company’s stock valued at $9,674,000 after buying an additional 29,494 shares during the last quarter. 21.90% of the stock is currently owned by institutional investors.

Nebius Group Price Performance

The stock has a market cap of $50.34 billion, a P/E ratio of -136.40 and a beta of 4.03. The business has a 50-day simple moving average of $130.63 and a 200 day simple moving average of $108.87. The company has a current ratio of 3.08, a quick ratio of 3.08 and a debt-to-equity ratio of 0.89.

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.