18,339 Shares in Nebius Group N.V. $NBIS Bought by Global Retirement Partners LLC

Global Retirement Partners LLC purchased a new stake in Nebius Group N.V. (NASDAQ:NBIS) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 18,339 shares of the company’s stock, valued at approximately $5,065,000.

Other large investors have also recently added to or reduced their stakes in the company. Allied Private Wealth LLC acquired a new position in Nebius Group during the 2nd quarter worth $25,000. Sarver Vrooman Wealth Advisors bought a new position in shares of Nebius Group during the second quarter worth about $28,000. GoalVest Advisory LLC bought a new position in shares of Nebius Group during the second quarter worth about $28,000. MassMutual Private Wealth & Trust FSB lifted its position in shares of Nebius Group by 95.7% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 229 shares of the company’s stock worth $63,000 after purchasing an additional 112 shares during the last quarter. Finally, Sound Income Strategies LLC increased its holdings in Nebius Group by 62.5% in the first quarter. Sound Income Strategies LLC now owns 260 shares of the company’s stock valued at $27,000 after buying an additional 100 shares during the last quarter. 21.90% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Nebius Group

In related news, 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 completion of the transaction, the insider owned 551,338 shares in the company, valued at $129,812,532.10. The trade was a 5.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Arkadiy Volozh sold 46,627 shares of the company’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total value of $10,978,327.15. Following the transaction, the chief executive officer owned 821,662 shares of the company’s stock, valued at approximately $193,460,317.90. The trade was a 5.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 136,310 shares of company stock worth $32,569,613.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the company. Bank of America upped their price objective on Nebius Group from $240.00 to $280.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Robert W. Baird boosted their price target on Nebius Group from $250.00 to $340.00 and gave the company an “outperform” rating in a report on Thursday. Northland Securities upped their price target on Nebius Group from $248.00 to $410.00 and gave the company an “outperform” rating in a research report on Monday, July 20th. Wall Street Zen raised Nebius Group from a “strong sell” rating to a “sell” rating in a research report on Sunday. Finally, Morgan Stanley raised their price objective on Nebius Group from $126.00 to $144.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 14th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, Nebius Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $226.00.

Nebius Group Price Performance

NBIS opened at $277.58 on Monday. The firm has a market cap of $70.23 billion, a price-to-earnings ratio of -9,249.58 and a beta of 4.23. Nebius Group N.V. has a fifty-two week low of $62.01 and a fifty-two week high of $299.86. The company’s 50-day moving average price is $222.53 and its 200 day moving average price is $168.67. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.82.

Nebius Group (NASDAQ:NBIS) last issued its earnings results on Wednesday, August 12th. The company reported ($0.12) EPS for the quarter, beating analysts’ consensus estimates of ($0.67) by $0.55. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%.The company had revenue of $582.30 million during the quarter, compared to the consensus estimate of $567.91 million. During the same period in the previous year, the firm posted $2.38 earnings per share. Nebius Group’s quarterly revenue was up 454% compared to the same quarter last year. As a group, sell-side analysts expect that Nebius Group N.V. will post -3.91 earnings per share for the current year.

Nebius Group News Summary

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

• Positive Sentiment: Exceptional quarterly growth: Nebius reported revenue of $582.3 million, up 454% year over year, while adjusted EBITDA reached $236 million and annualized revenue run rate approached $3 billion. Its AI Cloud segment grew 514%, exceeding many investor expectations. Nebius Group Q2 2026 Earnings Call Highlights
• Positive Sentiment: Large contracts and expanding capacity: Four AI infrastructure contracts reportedly exceed $1 billion in total value, helping push the contracted power target to 5 gigawatts and supporting a backlog of more than $40 billion. Investors see this as improving multiyear revenue visibility. Nebius Is Up After Multi-Billion AI Cloud Wins
• Positive Sentiment: Analyst optimism: Citigroup raised its target to $324 and maintained a buy rating, while Bank of America lifted its target to $310 and Robert W. Baird raised its target to $340 with an outperform rating. Northland Securities also reiterated its buy rating. Northland Securities Reiterates Buy Rating
• Positive Sentiment: UK expansion and trading momentum: Nebius is deploying NVIDIA-powered infrastructure at Vantage Data Centers’ Newport, Wales campus, expanding access to domestic UK AI compute. A reported “Power Inflow” order-flow signal also attracted momentum traders. Vantage and Nebius Expand UK AI Infrastructure
• Neutral Sentiment: Execution remains central: A capacity auction cleared above prior pricing records, and customer prepayments may fund a substantial portion of planned capital expenditures. These developments improve funding flexibility but increase expectations for timely capacity delivery and sustained premium pricing. Nebius Q3 Auction Broke Its Price Ceiling
• Negative Sentiment: Valuation and balance-sheet risks: Critics argue that Nebius is priced for very strong execution, while debt, asset depreciation and capital intensity could pressure long-term returns. Michael Burry’s reported short position and DA Davidson’s $175 neutral target add a bearish counterpoint. The Neoclouds Are a Trade, Not an Investment

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.