Oppenheimer Asset Management Inc. Increases Holdings in Nebius Group N.V. $NBIS

Oppenheimer Asset Management Inc. lifted its holdings in shares of Nebius Group N.V. (NASDAQ:NBIS) by 47.8% during the third quarter, HoldingsChannel reports. The firm owned 44,133 shares of the company’s stock after purchasing an additional 14,283 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in Nebius Group were worth $4,955,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently added to or reduced their stakes in NBIS. Assetmark Inc. boosted its stake in Nebius Group by 102.0% in the second quarter. Assetmark Inc. now owns 602 shares of the company’s stock valued at $33,000 after acquiring an additional 304 shares during the last quarter. LRI Investments LLC increased its position in Nebius Group by 85.4% in the second quarter. LRI Investments LLC now owns 673 shares of the company’s stock worth $37,000 after buying an additional 310 shares during the last quarter. NewEdge Advisors LLC bought a new stake in shares of Nebius Group in the first quarter valued at $40,000. Western Pacific Wealth Management LP purchased a new position in shares of Nebius Group during the 3rd quarter valued at $45,000. Finally, Grove Bank & Trust bought a new position in shares of Nebius Group during the 3rd quarter worth $50,000. Institutional investors own 21.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on NBIS shares. BWS Financial restated a “buy” rating and issued a $130.00 price objective on shares of Nebius Group in a research note on Thursday, November 13th. Wall Street Zen cut shares of Nebius Group from a “hold” rating to a “sell” rating in a research note on Saturday, November 15th. Weiss Ratings downgraded shares of Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, January 15th. Morgan Stanley began coverage on shares of Nebius Group in a report on Thursday, January 15th. They set an “equal weight” rating and a $126.00 target price on the stock. Finally, Citizens Jmp began coverage on Nebius Group in a research note on Wednesday, November 19th. They set a “market outperform” rating and a $175.00 price objective on the stock. Two research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Nebius Group currently has a consensus rating of “Moderate Buy” and an average price target of $142.38.

Nebius Group Stock Performance

NBIS stock opened at $91.79 on Wednesday. The firm has a market cap of $23.11 billion, a P/E ratio of -119.21 and a beta of 3.90. The firm’s fifty day moving average is $92.88 and its 200 day moving average is $92.84. Nebius Group N.V. has a 52 week low of $18.31 and a 52 week high of $141.10.

Key Headlines Impacting Nebius Group

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

• Positive Sentiment: Nebius announced an agreement to acquire Tavily, adding real-time agentic-search infrastructure to its AI cloud platform — a strategic bolt-on that accelerates product capability and enterprise traction. Nebius announces agreement to acquire Tavily to add agentic search to its AI cloud platform
• Positive Sentiment: Coverage of the Tavily deal highlights how combining real‑time search with Nebius’s AI cloud could help capture enterprise agentic-AI demand and cross-sell to Fortune 500 clients. Nebius Acquires Tavily to Bolster Agentic AI Search Capabilities
• Positive Sentiment: Analysts and press note major new AI-cloud arrangements (including reported mega deals with Microsoft and Meta) and upward estimate revisions, underpinning expectations for strong revenue growth into 2026. How Investors May Respond To Nebius Group (NBIS) New Mega AI Cloud Deals With Microsoft And Meta
• Positive Sentiment: Market coverage points to bullish macro tailwinds for AI infrastructure spending — reports argue Nebius sits squarely in the beneficiary pool if big tech and enterprises keep increasing AI capex. CAPEX & Cash Flow: The Bull Case for AI Infrastructure Stocks
• Neutral Sentiment: Coverage noting the stock’s pre-earnings jump highlights momentum but also flags crowding and short-term volatility — useful context for traders but not an earnings read. Nebius Stock Jumps Ahead of Earnings — Analysts See Explosive Revenue Growth
• Neutral Sentiment: Opinion pieces question whether the recent NBIS run is momentum-driven and warn of mania-like moves; these are sentiment checks rather than new fundamental data. The NBIS Stock Surge: Momentum Or Mania?
• Negative Sentiment: Seeking Alpha and some analysts take a cautious stance: NBIS has a weak revenue surprise history, high forward P/E, negative analyst revisions in places, and potential for equity dilution to fund large AI infrastructure and data-center expansion — all downside risks into earnings. Nebius: A Sober Look At Q4 Earnings

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.