Nebius Group (NASDAQ:NBIS) Price Target Raised to $324.00 at Citigroup

Nebius Group (NASDAQ:NBIS) had its price objective increased by equities researchers at Citigroup from $278.00 to $324.00 in a report released on Friday,Benzinga reports. The firm currently has a “buy” rating on the stock. Citigroup’s price objective indicates a potential upside of 18.76% from the stock’s current price.

NBIS has been the subject of several other research reports. Piper Sandler initiated coverage on Nebius Group in a research note on Monday, August 3rd. They set a “neutral” rating and a $224.00 target price for the company. Wall Street Zen lowered Nebius Group from a “sell” rating to a “strong sell” rating in a research report on Saturday, August 8th. BNP Paribas Exane started coverage on shares of Nebius Group in a research note on Tuesday, June 2nd. They set a “neutral” rating and a $255.00 price objective for the company. Citizens Jmp upped their target price on shares of Nebius Group from $175.00 to $270.00 and gave the stock a “market outperform” rating in a research note on Thursday, May 14th. Finally, Robert W. Baird raised their price target on shares of Nebius Group from $250.00 to $340.00 and gave the company an “outperform” rating in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $226.00.

Nebius Group Price Performance

Shares of NASDAQ NBIS traded up $17.79 during mid-day trading on Friday, reaching $272.83. The company had a trading volume of 19,665,783 shares, compared to its average volume of 17,785,840. The company has a debt-to-equity ratio of 1.16, a quick ratio of 8.33 and a current ratio of 8.33. Nebius Group has a one year low of $62.01 and a one year high of $299.86. The firm has a market cap of $69.03 billion, a price-to-earnings ratio of -9,091.07 and a beta of 4.23. The business’s 50-day simple moving average is $221.54 and its 200 day simple moving average is $167.36.

Nebius Group (NASDAQ:NBIS) last posted its quarterly earnings data 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. Nebius Group had a net margin of 4.55% and a negative return on equity of 7.33%. The business had revenue of $582.30 million during the quarter, compared to analysts’ expectations of $567.91 million. During the same quarter in the prior year, the business posted $2.38 earnings per share. Nebius Group’s revenue was up 454% compared to the same quarter last year. On average, research analysts predict that Nebius Group will post -3.91 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Nebius Group news, Director John Wilson Iv Boynton sold 5,812 shares of the stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $253.29, for a total transaction of $1,472,121.48. Following the completion of the sale, the director directly owned 378,665 shares of the company’s stock, valued at $95,912,057.85. This trade represents a 1.51% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Arkadiy Volozh sold 46,627 shares of Nebius Group stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $235.45, for a total transaction of $10,978,327.15. Following the sale, the chief executive officer owned 821,662 shares in the company, valued at approximately $193,460,317.90. The trade was a 5.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 136,310 shares of company stock worth $32,569,613 over the last ninety days.

Hedge Funds Weigh In On Nebius Group

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in NBIS. Confluence Investment Management LLC increased its stake in Nebius Group by 2.0% in the 2nd quarter. Confluence Investment Management LLC now owns 2,475 shares of the company’s stock worth $684,000 after acquiring an additional 48 shares during the last quarter. N.E.W. Advisory Services LLC boosted its position in shares of Nebius Group by 76.0% during the 2nd quarter. N.E.W. Advisory Services LLC now owns 176 shares of the company’s stock valued at $49,000 after acquiring an additional 76 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its position in shares of Nebius Group by 2.7% during 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 acquiring an additional 79 shares during the last quarter. Wealth Alliance LLC grew its holdings in shares of Nebius Group by 1.6% in the first quarter. Wealth Alliance LLC now owns 5,008 shares of the company’s stock valued at $520,000 after purchasing an additional 80 shares in the last quarter. Finally, Aspen Grove Capital LLC increased its position in Nebius Group by 3.7% in the first quarter. Aspen Grove Capital LLC now owns 2,522 shares of the company’s stock worth $262,000 after purchasing an additional 89 shares during the last quarter. 21.90% of the stock is owned by institutional investors.

Nebius Group News Summary

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

• Positive Sentiment: Exceptional Q2 growth: Revenue rose 454% year over year to $582.3 million, exceeding expectations of $567.9 million. Adjusted EBITDA reached $236 million, while annualized run-rate revenue approached $3 billion. EPS of negative $0.12 also beat the consensus loss estimate of negative $0.67. Nebius Group Q2 2026 Earnings Call Highlights
• Positive Sentiment: Large backlog and pricing power: Nebius’ backlog reportedly exceeds $40 billion. Its first capacity auction cleared 15% above its previous peak pricing and 20% above quotes for Blackwell chips, suggesting AI compute demand remains stronger than available supply. Nebius Q3 Auction Rating Upgrade
• Positive Sentiment: Lower funding risk: Customer prepayments now cover an estimated 50% to 60% of required capital expenditures, helping finance the AI infrastructure buildout without relying as heavily on debt or equity markets. Nebius Has More Power, More Contracts, and More Upside Potential
• Positive Sentiment: UK expansion: Nebius will deploy NVIDIA-powered infrastructure at Vantage Data Centers’ Newport, Wales, campus. The project is the first announced commercial capacity commitment in the South Wales AI Growth Zone and expands access to domestic UK compute capacity. Vantage and Nebius Expand UK AI Infrastructure
• Neutral Sentiment: Mixed analyst signals: BofA raised its price target to $310 and Robert W. Baird lifted its target to $340 with an outperform rating. A more bullish Seeking Alpha analysis set a $454 target, while DA Davidson maintained a neutral rating with a $175 target. BofA Tweaks Nebius Stock Price Target
• Negative Sentiment: Valuation and execution concerns: After its sharp advance, NBIS trades at a very high sales valuation, while unbilled customer prepayments have increased substantially. Investors also face capacity-delivery risk, heavy infrastructure spending and volatility. Michael Burry’s disclosed short position underscores the bearish debate. Michael Burry Shorts Nebius 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.