DJE Kapital AG Purchases New Stake in Nebius Group N.V. $NBIS

DJE Kapital AG purchased a new stake in Nebius Group N.V. (NASDAQ:NBIS) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 85,500 shares of the company’s stock, valued at approximately $7,321,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Root Financial Partners LLC acquired a new stake in Nebius Group during the fourth quarter worth $26,000. Blue Trust Inc. increased its stake in Nebius Group by 73.8% during the fourth quarter. Blue Trust Inc. now owns 332 shares of the company’s stock worth $28,000 after acquiring an additional 141 shares during the last quarter. Armstrong Advisory Group Inc. increased its stake in Nebius Group by 500.0% during the fourth quarter. Armstrong Advisory Group Inc. now owns 360 shares of the company’s stock worth $30,000 after acquiring an additional 300 shares during the last quarter. Sunbelt Securities Inc. acquired a new stake in Nebius Group during the third quarter worth $54,000. Finally, Ramirez Asset Management Inc. acquired a new stake in Nebius Group during the third quarter worth $56,000. Institutional investors and hedge funds own 21.90% of the company’s stock.

Wall Street Analysts Forecast Growth

NBIS has been the subject of several recent analyst reports. Citigroup raised their target price on Nebius Group from $169.00 to $287.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. Compass Point initiated coverage on Nebius Group in a research note on Wednesday, February 18th. They set a “buy” rating and a $150.00 target price for the company. Wolfe Research initiated coverage on Nebius Group in a research note on Thursday, April 16th. They set a “peer perform” rating for the company. BNP Paribas Exane initiated coverage on Nebius Group in a research note on Tuesday, June 2nd. They set a “neutral” rating and a $255.00 target price for the company. Finally, Weiss Ratings raised Nebius Group from a “hold (c-)” rating to a “hold (c)” rating in a research note on Wednesday, May 20th. Nine analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $203.25.

Nebius Group Trading Up 5.0%

NBIS opened at $222.24 on Friday. Nebius Group N.V. has a 52 week low of $43.89 and a 52 week high of $278.84. The business has a fifty day simple moving average of $181.86 and a 200-day simple moving average of $126.89. The firm has a market cap of $56.23 billion, a P/E ratio of 71.69 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 (NASDAQ:NBIS) last released its quarterly earnings results on Thursday, May 14th. The company reported ($0.23) EPS for the quarter, topping the consensus estimate of ($0.77) by $0.54. The business had revenue of $399.00 million during the quarter, compared to analyst estimates of $375.13 million. Nebius Group had a negative return on equity of 9.11% and a net margin of 95.27%.The firm’s quarterly revenue was up 684.0% on a year-over-year basis. On average, equities analysts expect that Nebius Group N.V. will post -1.91 earnings per share for the current year.

More Nebius Group News

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

• Positive Sentiment: Nebius and NVIDIA launched a “Physical AI Living Lab” for robotics startups in the UK and Europe, expanding Nebius’s role in AI cloud and simulation infrastructure and tying it more closely to a major chip partner. Nebius And NVIDIA Lab Links AI Cloud Growth To Robotics Demand
• Positive Sentiment: Analysts and market commentary continue to highlight Nebius’s rapid revenue growth, improving margins, and aggressive expansion plans, which support the bullish case for the stock. Nebius: Still A Buy, Just Not A Table-Pounding Buy
• Positive Sentiment: The company’s £1.7 billion UK AI infrastructure buildout added to optimism by signaling continued investment in NVIDIA-powered data center capacity to meet surging AI demand. Nebius Group’s £1.7 Billion UK Expansion Fuels Bullish Case Despite the Pullback
• Neutral Sentiment: Several pieces compared Nebius favorably with other AI infrastructure names such as CoreWeave and framed it as a fast-growing NVIDIA partner, which may be helping sentiment but does not add new fundamental details. 2 Artificial Intelligence (AI) Infrastructure Stocks Outgrowing Nvidia
• Neutral Sentiment: Other articles broadly linked Nebius to rising AI demand and mention it in the context of investor interest in the sector, but they largely reinforce the existing narrative rather than introduce a new catalyst. NVIDIA’s Outlook Gains Momentum: Stock Price to Follow (NBIS)

Insider Transactions at Nebius Group

In related news, CRO Marc Boroditsky sold 10,776 shares of Nebius Group stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $276.20, for a total value of $2,976,331.20. Following the completion of the transaction, the executive directly owned 26,886 shares in the company, valued at approximately $7,425,913.20. This trade represents a 28.61% 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, Director Elena Bunina sold 10,894 shares of Nebius Group stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $206.87, for a total value of $2,253,641.78. Following the completion of the transaction, the director owned 10,772 shares of the company’s stock, valued at approximately $2,228,403.64. This trade represents a 50.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 694,898 shares of company stock valued at $130,681,379 in the last 90 days.

Nebius Group 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.