Nebius Group (NASDAQ:NBIS) Shares Up 2.5% – Still a Buy?

Nebius Group N.V. (NASDAQ:NBIS)’s share price shot up 2.5% on Friday . The company traded as high as $224.65 and last traded at $223.54. 21,152,824 shares changed hands during mid-day trading, an increase of 19% from the average daily volume of 17,816,359 shares. The stock had previously closed at $217.99.

Nebius Group News Roundup

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

• Positive Sentiment: Nebius will raise pay-as-you-go rates for selected AI cloud services starting October 1. Nvidia H100 pricing is reportedly increasing from $3.85 to $4.50 per hour, while B300 pricing will rise from $7.85 to $9.50; the company is also raising rates for certain AMD CPUs. This is Nebius’ second price increase in three months and signals strong demand and pricing power. Nebius hikes AI cloud prices again as demand for computing power soars
• Positive Sentiment: Analysts and market commentary viewed the price hikes as evidence that AI-compute demand has not materially slowed, despite concerns about an AI spending pullback. Auction-based pricing, customer prepayments and shorter-term contracts could help Nebius recover data-center capital expenditures in less than two years and support faster expansion. Nebius Sees A Game-Changer With The Price Increases
• Positive Sentiment: The pricing news lifted sentiment across AI “neocloud” stocks, as investors interpreted higher GPU rental rates as proof that scarce Nvidia computing capacity continues to retain its value. Nebius Offers Fresh Clue About AI’s Spending Boom
• Neutral Sentiment: Nebius Chief Revenue Officer Marc Boroditsky sold 7,000 shares worth approximately $1.46 million, reducing his direct holdings by 58.33%. The transaction was executed under a pre-arranged Rule 10b5-1 plan, making it a limited standalone signal of insider sentiment. SEC Form 4 Filing
• Negative Sentiment: Despite the improved pricing outlook, Nebius remains a high-volatility, loss-making company with substantial capital requirements. Investors continue to worry about balance-sheet pressure, potential equity dilution and whether contracted demand can be converted into revenue before infrastructure spending strains liquidity. What’s Happening With NBIS Stock?

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on NBIS. BNP Paribas Exane started coverage on Nebius Group in a research report on Tuesday, June 2nd. They set a “neutral” rating and a $255.00 price objective for the company. Northland Securities upped their price target on Nebius Group from $248.00 to $410.00 and gave the company an “outperform” rating in a report on Monday, July 20th. Freedom Capital upgraded shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Truist Financial raised shares of Nebius Group to a “strong-buy” rating in a report on Thursday, September 10th. Finally, DA Davidson restated a “neutral” rating and set a $175.00 price objective on shares of Nebius Group in a research report on Thursday, August 13th. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $242.79.

Nebius Group Stock Up 2.5%

The firm has a market cap of $56.56 billion, a price-to-earnings ratio of -7,448.85 and a beta of 4.23. The company has a debt-to-equity ratio of 0.82, a current ratio of 4.03 and a quick ratio of 4.03. The firm’s 50 day moving average price is $212.01 and its two-hundred day moving average price is $190.11.

Nebius Group (NASDAQ:NBIS) last issued its quarterly earnings results on Thursday, August 13th. The company reported ($0.12) earnings per share for the quarter, topping the consensus estimate of ($0.67) by $0.55. The firm had revenue of $582.30 million during the quarter, compared to the consensus estimate of $567.91 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%.The company’s revenue for the quarter was up 454% on a year-over-year basis. During the same period last year, the company earned $2.38 earnings per share. As a group, sell-side analysts forecast that Nebius Group N.V. will post -3.76 earnings per share for the current fiscal year.

Insider Transactions at Nebius Group

In other news, CFO Sanchez Maria Del Dado Alonso sold 470 shares of the company’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $196.00, for a total transaction of $92,120.00. Following the transaction, the chief financial officer directly owned 12,202 shares of the company’s stock, valued at $2,391,592. This represents a 3.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CTO Danila Shtan sold 16,937 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $235.45, for a total transaction of $3,987,816.65. Following the completion of the transaction, the chief technology officer owned 274,763 shares of the company’s stock, valued at $64,692,948.35. This represents a 5.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 160,201 shares of company stock valued at $39,208,414 over the last 90 days.

Institutional Investors Weigh In On Nebius Group

Several institutional investors have recently modified their holdings of NBIS. Saudi Central Bank grew its holdings in Nebius Group by 110.0% in the 2nd quarter. Saudi Central Bank now owns 167,819 shares of the company’s stock valued at $46,347,000 after buying an additional 87,896 shares during the period. Lombard Odier Asset Management Switzerland SA purchased a new position in shares of Nebius Group in the 1st quarter worth $1,087,000. Situational Awareness LP purchased a new stake in Nebius Group during the second quarter valued at about $1,232,895,000. Geode Capital Management LLC grew its position in 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 valued at $169,840,000 after acquiring an additional 1,875,612 shares during the period. Finally, HB Wealth Management LLC acquired a new stake in Nebius Group during the first quarter worth about $735,000. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Nebius Group Company Profile

Nebius Group N.V. (NASDAQ: NBIS) is a technology company focused on artificial intelligence infrastructure and related services. Its principal business is Nebius AI, a cloud platform that provides computing, storage, networking and managed infrastructure designed to support the development and deployment of AI applications, including access to accelerated computing resources.

The company also operates or develops businesses in adjacent technology markets. These include Toloka, which provides data and evaluation services for machine-learning systems; TripleTen, an online education platform offering technology-focused training; and Avride, a developer of autonomous driving and delivery technologies.