Nebius Group N.V. (NASDAQ:NBIS) Receives Average Rating of “Moderate Buy” from Brokerages

Shares of Nebius Group N.V. (NASDAQ:NBIS) have received a consensus recommendation of “Moderate Buy” from the fifteen ratings firms that are covering the stock, Marketbeat Ratings reports. Five analysts have rated the stock with a hold rating, nine have given a buy rating and one has given a strong buy rating to the company. The average 12 month target price among brokers that have covered the stock in the last year is $182.75.

A number of research analysts have recently commented on NBIS shares. Compass Point started coverage on shares of Nebius Group in a research report on Wednesday, February 18th. They set a “buy” rating and a $150.00 target price on the stock. Wall Street Zen raised shares of Nebius Group from a “strong sell” rating to a “sell” rating in a research report on Saturday, May 16th. Wolfe Research started coverage on shares of Nebius Group in a research report on Thursday, April 16th. They set a “peer perform” rating on the stock. Weiss Ratings raised shares of Nebius Group from a “hold (c-)” rating to a “hold (c)” rating in a research report on Wednesday, May 20th. Finally, BWS Financial boosted their target price on shares of Nebius Group from $130.00 to $200.00 and gave the stock a “buy” rating in a research report on Monday, March 16th.

More Nebius Group News

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

• Positive Sentiment: Bullish coverage says Nebius is one of the AI infrastructure names best positioned to benefit from rising hyperscaler demand, cloud expansion, and data-center growth, which supports the stock’s long-term upside. Article Title
• Positive Sentiment: Another bullish note says Crossroads Capital’s investment thesis in Nebius Group (NBIS) is “paying off,” reinforcing confidence that institutional investors still see meaningful upside in the company’s AI platform and growth trajectory. Article Title
• Positive Sentiment: A separate article argues Nebius is reaching new highs because of its AI exposure and strong momentum, keeping investor enthusiasm elevated even after a big rally. Article Title
• Neutral Sentiment: Market commentary also compares NBIS with Super Micro as investors look for the better AI infrastructure play, which keeps Nebius in the spotlight but does not by itself change the fundamental outlook. Article Title
• Negative Sentiment: Bearish commentary warns that Nebius may be vulnerable to debt, dilution, and depreciation concerns, suggesting investors are questioning whether future capital needs and hardware aging could pressure returns. Article Title

Nebius Group Trading Down 3.1%

Shares of NBIS stock opened at $208.06 on Friday. The stock has a market cap of $52.64 billion, a price-to-earnings ratio of 67.12 and a beta of 4.03. The company has a quick ratio of 8.33, a current ratio of 8.33 and a debt-to-equity ratio of 1.16. Nebius Group has a fifty-two week low of $34.72 and a fifty-two week high of $233.73. The firm’s 50 day moving average price is $152.83 and its two-hundred day moving average price is $115.18.

Nebius Group (NASDAQ:NBIS) last posted its earnings results on Thursday, May 14th. The company reported ($0.23) EPS for the quarter, topping analysts’ consensus estimates of ($0.77) by $0.54. Nebius Group had a net margin of 95.27% and a negative return on equity of 9.11%. The business had revenue of $399.00 million for the quarter, compared to analysts’ expectations of $375.13 million. Nebius Group’s revenue was up 684.0% on a year-over-year basis. On average, analysts anticipate that Nebius Group will post -2.33 EPS for the current year.

Insider Activity

In other news, insider Andrey Korolenko sold 500,000 shares of the business’s stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $203.24, for a total transaction of $101,620,000.00. Following the transaction, the insider directly owned 585,209 shares of the company’s stock, valued at approximately $118,937,877.16. The trade was a 46.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CTO Danila Shtan sold 13,489 shares of Nebius Group stock in a transaction 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 completion of the sale, the chief technology officer owned 307,378 shares of the company’s stock, valued at approximately $30,362,798.84. This trade represents a 4.20% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 666,935 shares of company stock valued at $123,541,848.

Institutional Trading of Nebius Group

A number of hedge funds and other institutional investors have recently made changes to their positions in NBIS. Royal Bank of Canada bought a new stake in shares of Nebius Group in the first quarter worth $1,628,000. Millennium Management LLC bought a new stake in shares of Nebius Group in the first quarter worth $11,563,000. NewEdge Advisors LLC bought a new stake in shares of Nebius Group in the first quarter worth $40,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC bought a new stake in shares of Nebius Group in the first quarter worth $9,084,000. Finally, Daiwa Securities Group Inc. bought a new stake in shares of Nebius Group in the second quarter worth $68,000. 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.