Stratos Wealth Partners LTD. Has $1.07 Million Stock Holdings in Nebius Group N.V. $NBIS

Stratos Wealth Partners LTD. grew its position in Nebius Group N.V. (NASDAQ:NBIS) by 148.6% during the third quarter, HoldingsChannel reports. The firm owned 9,547 shares of the company’s stock after buying an additional 5,707 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in Nebius Group were worth $1,072,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also modified their holdings of the company. Orbis Allan Gray Ltd raised its holdings in Nebius Group by 12.4% in the 2nd quarter. Orbis Allan Gray Ltd now owns 17,651,930 shares of the company’s stock worth $976,681,000 after acquiring an additional 1,949,708 shares during the period. Rovida Advisors Inc. acquired a new stake in shares of Nebius Group in the second quarter valued at about $96,223,000. Gilder Gagnon Howe & Co. LLC bought a new position in shares of Nebius Group in the second quarter worth about $49,337,000. JPMorgan Chase & Co. increased its stake in shares of Nebius Group by 297.4% in the second quarter. JPMorgan Chase & Co. now owns 848,336 shares of the company’s stock worth $46,938,000 after purchasing an additional 634,838 shares during the period. Finally, Millennium Management LLC acquired a new position in shares of Nebius Group during the 1st quarter worth about $11,563,000. 21.90% of the stock is owned by institutional investors.

More Nebius Group News

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

• Positive Sentiment: Q4 showed extraordinary top-line growth (reported ~+547% YoY; AI cloud revenue much higher), underscoring strong demand from hyperscalers and enterprise AI customers — a core reason bulls are buying the stock. Nebius: In Energy We Trust
• Positive Sentiment: Acquisition and product moves (Tavily deal) boost Nebius’ agentic AI/search capabilities and strengthen its AI software stack, improving monetization potential for rented GPU capacity. Nebius Targets Fast-Growing Agentic AI Market With Tavily Acquisition
• Positive Sentiment: Management reiterated aggressive FY2026 targets (large revenue range and connected-power goals, plus long-term margin targets), which supports upside if Nebius hits capacity milestones. Nebius Group Stock: Build, Sell, Repeat
• Neutral Sentiment: Multiple retail/investment outlets are listing NBIS among AI-infrastructure picks, keeping investor interest high but not a direct catalyst. 5 Best Artificial Intelligence Stocks to Buy in February
• Neutral Sentiment: The full earnings call and transcripts are available for deeper read; management comments clarify ramp timing and contract structure but contain both encouragement and caveats. Earnings Call Transcript
• Negative Sentiment: Q4 missed consensus on revenue ($227.7M vs. ~$246M expected) and EPS (reported -$0.69 vs. -$0.42 est.), prompting near-term profit-taking. Q4 Earnings Miss
• Negative Sentiment: Capital spending surged on GPUs and data center builds, and management cites energy/grid/connectivity as a gating factor — execution delays or higher financing/dilution risk could push out monetization of contracted capacity. Capex Surge / GPU & Data Center Expenses
• Negative Sentiment: Analyst views are mixed and short interest is notable — these factors increase volatility and mean upside depends on timely capacity hookups and execution. Analysts’ Opinions Are Mixed

Nebius Group Price Performance

NASDAQ:NBIS opened at $98.01 on Monday. The company has a market capitalization of $24.68 billion, a price-to-earnings ratio of -127.29 and a beta of 3.91. The company has a 50-day moving average of $92.41 and a 200-day moving average of $93.70. Nebius Group N.V. has a 52 week low of $18.31 and a 52 week high of $141.10. The company has a debt-to-equity ratio of 0.89, a quick ratio of 6.57 and a current ratio of 3.08.

Nebius Group (NASDAQ:NBIS) last announced its quarterly earnings results on Thursday, February 12th. The company reported ($0.69) EPS for the quarter, missing analysts’ consensus estimates of ($0.42) by ($0.27). Nebius Group had a negative return on equity of 11.70% and a net margin of 19.02%.The business had revenue of $227.70 million for the quarter, compared to the consensus estimate of $246.05 million. As a group, equities research analysts anticipate that Nebius Group N.V. will post -1.1 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts have commented on NBIS shares. DA Davidson reaffirmed a “buy” rating and issued a $150.00 price target on shares of Nebius Group in a research report on Wednesday, November 12th. Citizens Jmp started coverage on shares of Nebius Group in a research note on Wednesday, November 19th. They issued a “market outperform” rating and a $175.00 price objective on the stock. Northland Securities upped their target price on shares of Nebius Group from $206.00 to $211.00 and gave the company an “outperform” rating in a research note on Wednesday, November 12th. Wall Street Zen lowered shares of Nebius Group from a “hold” rating to a “sell” rating in a research report on Saturday, November 15th. Finally, Morgan Stanley initiated coverage on shares of Nebius Group in a research report on Thursday, January 15th. They set an “equal weight” rating and a $126.00 price objective for the company. Two research analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Nebius Group has an average rating of “Moderate Buy” and an average price target of $142.38.

About Nebius Group

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.