Brokerages Set Nebius Group N.V. (NASDAQ:NBIS) Target Price at $203.25

Nebius Group N.V. (NASDAQ:NBIS) has received a consensus rating of “Moderate Buy” from the fifteen analysts that are presently covering the company, Marketbeat reports. Six investment analysts have rated the stock with a hold rating and nine have given a buy rating to the company. The average twelve-month price objective among brokerages that have issued ratings on the stock in the last year is $203.25.

Several equities research analysts have weighed in on NBIS shares. Cantor Fitzgerald began coverage on shares of Nebius Group in a research note on Thursday, April 9th. They issued an “overweight” rating and a $129.00 target price for the company. Weiss Ratings raised Nebius Group from a “hold (c-)” rating to a “hold (c)” rating in a research report on Wednesday, May 20th. DA Davidson cut Nebius Group from a “buy” rating to a “neutral” rating and raised their price objective for the stock from $200.00 to $250.00 in a research report on Monday, May 18th. Bank of America raised their price objective on Nebius Group from $240.00 to $280.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Finally, Citigroup boosted 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.

More Nebius Group News

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

• Positive Sentiment: Nebius signed a more-than-$1 billion compute contract with Reflection AI, a major win that boosts visibility into future revenue and underscores strong demand for its AI cloud capacity. AI startup Reflection signs over $1 billion computing deal with Nebius
• Positive Sentiment: Coverage highlighting Nebius’s four-pronged growth strategy and “AI hyperscaler” ambitions may be helping investor confidence by emphasizing scale, platform expansion, and capital support for long-term growth. Can Nebius’ Four-Pronged Strategy Create the Next AI Hyperscaler?
• Positive Sentiment: Analysts and market commentary continue to frame Nebius as a key AI infrastructure provider with strong execution and expanding contracted backlog, which supports the long-term bullish thesis. Reflection inks $1B compute deal with Nebius
• Neutral Sentiment: Several articles also discuss Nebius in the context of broader AI sector rotation and trading-watch lists, suggesting the stock remains highly visible and volatile but without a new fundamental negative catalyst. 4 stocks to watch on Tuesday: NBIS, JPM, C, and TSM
• Negative Sentiment: Investor concern is being driven by Meta’s reported move to lease spare cloud capacity, which raises fears that larger hyperscalers could compete more directly with neocloud providers like Nebius. Should Nebius and CoreWeave Investors Be Scared by Meta’s Latest Plans?
• Negative Sentiment: Recent commentary also points to a pullback in NBIS as part of a broader selloff in high-multiple AI stocks, with valuation anxiety and competition worries weighing on the shares. Why Is Nebius Stock Falling on Monday?

Nebius Group Price Performance

NBIS opened at $194.09 on Friday. The firm has a market capitalization of $49.11 billion, a PE ratio of 62.61 and a beta of 4.10. The company has a debt-to-equity ratio of 1.16, a current ratio of 8.33 and a quick ratio of 8.33. The business’s 50-day moving average is $228.19 and its two-hundred day moving average is $151.38. Nebius Group has a 1 year low of $49.00 and a 1 year high of $299.86.

Nebius Group (NASDAQ:NBIS) last released its quarterly earnings results on Thursday, May 14th. The company reported ($0.23) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.81) by $0.58. The business had revenue of $399.00 million for the quarter, compared to analysts’ expectations of $375.13 million. Nebius Group had a net margin of 95.27% and a negative return on equity of 9.11%. The firm’s quarterly revenue was up 684.0% compared to the same quarter last year. Research analysts anticipate that Nebius Group will post -1.91 earnings per share for the current fiscal year.

Insider Buying and Selling at Nebius Group

In related news, CFO Sanchez Maria Del Dado Alonso sold 1,509 shares of Nebius Group stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $276.20, for a total value of $416,785.80. Following the completion of the sale, the chief financial officer directly owned 12,672 shares in the company, valued at $3,500,006.40. This trade represents a 10.64% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, 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 transaction of $7,974,926.95. Following the sale, the insider directly owned 551,338 shares in the company, valued at approximately $129,812,532.10. This represents a 5.79% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 668,405 shares of company stock valued at $140,422,170.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Confluence Investment Management LLC lifted its position in Nebius Group by 2.0% during the second quarter. Confluence Investment Management LLC now owns 2,475 shares of the company’s stock worth $684,000 after buying an additional 48 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its holdings in Nebius Group by 2.7% in the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,977 shares of the company’s stock valued at $309,000 after buying an additional 79 shares in the last quarter. Wealth Alliance LLC grew its holdings in Nebius Group by 1.6% in the 1st quarter. Wealth Alliance LLC now owns 5,008 shares of the company’s stock valued at $520,000 after buying an additional 80 shares in the last quarter. Aspen Grove Capital LLC increased its stake in shares of Nebius Group by 3.7% in the 1st quarter. Aspen Grove Capital LLC now owns 2,522 shares of the company’s stock worth $262,000 after acquiring an additional 89 shares during the last quarter. Finally, Allied Private Wealth LLC acquired a new stake in shares of Nebius Group in the 2nd quarter worth $25,000. Hedge funds and other institutional investors own 21.90% of the company’s stock.

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.