United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Decreases Position in Nebius Group N.V. $NBIS

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund trimmed its holdings in Nebius Group N.V. (NASDAQ:NBIS) by 20.5% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,147 shares of the company’s stock after selling 3,390 shares during the quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Nebius Group were worth $3,631,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in NBIS. Zurcher Kantonalbank Zurich Cantonalbank boosted its stake in Nebius Group by 34,371.3% in the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 93,762 shares of the company’s stock valued at $7,848,000 after acquiring an additional 93,490 shares in the last quarter. Lombard Odier Asset Management Switzerland SA purchased a new position in shares of Nebius Group during the first quarter worth about $1,087,000. Geode Capital Management LLC increased its position in shares of Nebius Group by 1,095.7% during the fourth quarter. Geode Capital Management LLC now owns 2,046,799 shares of the company’s stock worth $169,840,000 after purchasing an additional 1,875,612 shares in the last quarter. HB Wealth Management LLC acquired a new stake in shares of Nebius Group during the first quarter worth about $735,000. Finally, Amundi lifted its holdings in shares of Nebius Group by 10.6% in the 1st quarter. Amundi now owns 1,343,954 shares of the company’s stock valued at $139,449,000 after purchasing an additional 128,380 shares during the last quarter. 21.90% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on NBIS. Piper Sandler began coverage on Nebius Group in a research report on Monday, August 3rd. They issued a “neutral” rating and a $224.00 target price for the company. Wall Street Zen raised Nebius Group from a “strong sell” rating to a “sell” rating in a research report on Sunday. Morgan Stanley boosted their price objective on Nebius Group from $126.00 to $144.00 and gave the company an “equal weight” rating in a research note on Thursday, May 14th. BNP Paribas Exane initiated coverage on Nebius Group in a report on Tuesday, June 2nd. They issued a “neutral” rating and a $255.00 price objective for the company. Finally, Citigroup raised their target price on shares of Nebius Group from $278.00 to $324.00 and gave the stock a “buy” rating in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $226.00.

Nebius Group Price Performance

Shares of NASDAQ:NBIS opened at $277.58 on Friday. Nebius Group N.V. has a one year low of $62.01 and a one year high of $299.86. The stock has a market capitalization of $70.23 billion, a price-to-earnings ratio of -9,249.58 and a beta of 4.23. The company has a 50-day simple moving average of $222.53 and a 200-day simple moving average of $168.13. The company has a debt-to-equity ratio of 0.82, a quick ratio of 8.33 and a current ratio of 4.03.

Nebius Group (NASDAQ:NBIS) last released its quarterly earnings results on Wednesday, August 12th. The company reported ($0.12) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.67) by $0.55. The firm had revenue of $582.30 million for the quarter, compared to analyst estimates of $567.91 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%.The business’s revenue was up 454% on a year-over-year basis. During the same quarter last year, the company posted $2.38 earnings per share. On average, analysts predict that Nebius Group N.V. will post -3.91 EPS for the current year.

Insider Activity at Nebius Group

In other news, insider Andrey Korolenko sold 33,871 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total value of $7,974,926.95. Following the transaction, the insider owned 551,338 shares of the company’s stock, valued at approximately $129,812,532.10. The trade was a 5.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CTO Danila Shtan sold 16,937 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total value of $3,987,816.65. Following the sale, the chief technology officer owned 274,763 shares of the company’s stock, valued at $64,692,948.35. This trade represents a 5.81% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 136,310 shares of company stock worth $32,569,613 in the last ninety days.

More Nebius Group News

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

• Positive Sentiment: Exceptional quarterly growth: Nebius reported revenue of $582.3 million, up 454% year over year, while adjusted EBITDA reached $236 million and annualized revenue run rate approached $3 billion. Its AI Cloud segment grew 514%, exceeding many investor expectations. Nebius Group Q2 2026 Earnings Call Highlights
• Positive Sentiment: Large contracts and expanding capacity: Four AI infrastructure contracts reportedly exceed $1 billion in total value, helping push the contracted power target to 5 gigawatts and supporting a backlog of more than $40 billion. Investors see this as improving multiyear revenue visibility. Nebius Is Up After Multi-Billion AI Cloud Wins
• Positive Sentiment: Analyst optimism: Citigroup raised its target to $324 and maintained a buy rating, while Bank of America lifted its target to $310 and Robert W. Baird raised its target to $340 with an outperform rating. Northland Securities also reiterated its buy rating. Northland Securities Reiterates Buy Rating
• Positive Sentiment: UK expansion and trading momentum: Nebius is deploying NVIDIA-powered infrastructure at Vantage Data Centers’ Newport, Wales campus, expanding access to domestic UK AI compute. A reported “Power Inflow” order-flow signal also attracted momentum traders. Vantage and Nebius Expand UK AI Infrastructure
• Neutral Sentiment: Execution remains central: A capacity auction cleared above prior pricing records, and customer prepayments may fund a substantial portion of planned capital expenditures. These developments improve funding flexibility but increase expectations for timely capacity delivery and sustained premium pricing. Nebius Q3 Auction Broke Its Price Ceiling
• Negative Sentiment: Valuation and balance-sheet risks: Critics argue that Nebius is priced for very strong execution, while debt, asset depreciation and capital intensity could pressure long-term returns. Michael Burry’s reported short position and DA Davidson’s $175 neutral target add a bearish counterpoint. The Neoclouds Are a Trade, Not an Investment

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.