Nebius Group (NASDAQ:NBIS) Stock Price Up 1.1% – Time to Buy?

Nebius Group N.V. (NASDAQ:NBIS)’s share price rose 1.1% during mid-day trading on Friday . The company traded as high as $204.57 and last traded at $190.41. Approximately 25,471,833 shares changed hands during mid-day trading, an increase of 49% from the average daily volume of 17,114,490 shares. The stock had previously closed at $188.43.

Nebius Group News Summary

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

• Positive Sentiment: A major AI contract and Nebius’ Nvidia-powered infrastructure helped drive renewed investor enthusiasm, reinforcing the company’s growth opportunity in AI cloud services. Why Nebius Stock Popped Today
• Positive Sentiment: Nebius reported that a Vera Rubin compute rack is operational at its Mäntsälä, Finland, data center. The milestone gives investors tangible evidence that the company is bringing next-generation AI capacity online. Nebius stock soars on achieving an incremental milestone
• Positive Sentiment: Strength across AI infrastructure stocks—including Nebius, CoreWeave and Oracle—has supported a sector-wide rebound, with investors viewing forced selling and deleveraging as potentially creating a new entry point. Nebius Soars, CoreWeave Jumps and Oracle Climbs
• Positive Sentiment: Nebius’ approximately $775 million senior secured debt facility, backed by deployed GPUs and contracted cash flows, provides financing for additional global expansion. Its oversubscription suggests lender confidence, though it also increases the importance of future cash-flow execution. Nebius and its $775 million debt facility
• Neutral Sentiment: Reports that Meta could commit substantial spending to CoreWeave and Nebius highlight potentially significant customer demand, but Meta may eventually build competing infrastructure, creating a longer-term competitive risk. Meta could spend $62 billion with CoreWeave and Nebius
• Neutral Sentiment: Nebius’ sustainability report outlines efforts to manage the rising energy and water demands associated with scaling toward multiple gigawatts of computing capacity. The report is strategically relevant but is unlikely to be a major near-term earnings catalyst. Nebius publishes 2025 Sustainability Report
• Negative Sentiment: Despite the rally, analysts note that recent earnings-estimate revision trends may not support continued near-term gains. Investors are also weighing whether Nebius’ premium valuation and heavy infrastructure spending already reflect much of its AI growth potential. Strength Seen in Nebius Group

Wall Street Analyst Weigh In

NBIS has been the subject of several recent analyst reports. Robert W. Baird began coverage on shares of Nebius Group in a research note on Wednesday, July 22nd. They set an “outperform” rating and a $250.00 price objective for the company. Wall Street Zen raised Nebius Group from a “strong sell” rating to a “sell” rating in a research note on Saturday, May 16th. Weiss Ratings upgraded Nebius Group from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday, May 20th. BNP Paribas Exane assumed coverage on Nebius Group in a report on Tuesday, June 2nd. They issued a “neutral” rating and a $255.00 price objective for the company. Finally, Citizens Jmp lifted their price objective on Nebius Group from $175.00 to $270.00 and gave the stock a “market outperform” rating in a research report on Thursday, May 14th. Three research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $222.15.

Nebius Group Stock Up 1.1%

The company’s fifty day simple moving average is $225.50 and its 200 day simple moving average is $159.89. The company has a current ratio of 8.33, a quick ratio of 8.33 and a debt-to-equity ratio of 1.16. The firm has a market capitalization of $48.18 billion, a P/E ratio of 61.42 and a beta of 4.10.

Nebius Group (NASDAQ:NBIS) last announced its 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. Nebius Group had a net margin of 95.27% and a negative return on equity of 9.11%. The firm had revenue of $399.00 million for the quarter, compared to analyst estimates of $375.13 million. The business’s revenue was up 684.0% compared to the same quarter last year. Research analysts expect that Nebius Group N.V. will post -1.91 EPS for the current year.

Insiders Place Their Bets

In other news, Director John Wilson Iv Boynton sold 5,812 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $253.29, for a total value of $1,472,121.48. Following the completion of the transaction, the director owned 378,665 shares of the company’s stock, valued at approximately $95,912,057.85. This represents a 1.51% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Sanchez Maria Del Dado Alonso sold 1,509 shares of the stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $276.20, for a total value of $416,785.80. Following the completion of the transaction, the chief financial officer directly owned 12,672 shares of the company’s stock, valued at $3,500,006.40. This represents a 10.64% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 668,405 shares of company stock valued at $140,422,170 over the last ninety days.

Institutional Investors Weigh In On Nebius Group

Several hedge funds and other institutional investors have recently added to or reduced their stakes in NBIS. Orbis Allan Gray Ltd lifted its position in Nebius Group by 12.4% during the second quarter. Orbis Allan Gray Ltd now owns 17,651,930 shares of the company’s stock valued at $976,681,000 after buying an additional 1,949,708 shares during the period. Morgan Stanley grew its position in shares of Nebius Group by 35.2% in the 4th quarter. Morgan Stanley now owns 3,704,659 shares of the company’s stock worth $310,099,000 after buying an additional 964,984 shares during the period. Clear Street Group Inc. grew its position in shares of Nebius Group by 95.0% in the 4th quarter. Clear Street Group Inc. now owns 3,511,656 shares of the company’s stock worth $293,943,000 after buying an additional 1,710,924 shares during the period. Janus Henderson Group PLC grew its position in shares of Nebius Group by 14.9% in the 1st quarter. Janus Henderson Group PLC now owns 3,221,553 shares of the company’s stock worth $334,263,000 after buying an additional 416,733 shares during the period. Finally, State Street Corp increased its stake in shares of Nebius Group by 2,391.3% in the 4th quarter. State Street Corp now owns 3,219,326 shares of the company’s stock worth $269,474,000 after acquiring an additional 3,090,103 shares in the last quarter. 21.90% of the stock is owned by hedge funds and other institutional investors.

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.