Nebius Group (NASDAQ:NBIS) Shares Gap Up – Should You Buy?

Nebius Group N.V. (NASDAQ:NBIS) gapped up prior to trading on Tuesday . The stock had previously closed at $92.26, but opened at $97.98. Nebius Group shares last traded at $98.4850, with a volume of 3,916,105 shares.

More Nebius Group News

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

• Positive Sentiment: Nebius announced plans to build a 310 MW AI “factory” in Lappeenranta, Finland — a project the company values at roughly $10 billion and which management says will come online in phases starting in 2027; the scale reinforces Nebius’s position in Europe’s fast-growing AI compute market. Nebius furthers European expansion with $10 billion AI data centre in Finland
• Positive Sentiment: Nebius launched Aether (AI Cloud 3.5) with serverless tools and NVIDIA GPU support, aiming to simplify developer access to large-scale inference and training workloads — a product-led growth catalyst that can drive incremental ARR. Nebius Launches Aether 3.5 to Simplify and Scale AI Workloads
• Positive Sentiment: Strategic endorsements and supply deals (including large contracts with Microsoft and Meta and a $2B Nvidia strategic relationship reported earlier) continue to support Nebius’s growth runway and addressable demand for multi‑GW capacity. Nebius: Catch This AI Dip With A Safety Net
• Neutral Sentiment: Coverage in major outlets (Barron’s, CNBC, MarketBeat) highlights Nebius as a leader among “neocloud” peers — useful for investor sentiment but not an immediate cash-flow driver. Nebius Stock Rises. Why It’s Outshining Neocloud Rivals CoreWeave and IREN.
• Negative Sentiment: Recent balance-sheet actions — an upsized ~$4.0B convertible senior note offering — have pressured the stock earlier this week due to dilution/overhang concerns and investor hedging around conversion risk. Watch timing and use of proceeds. Nebius Group (NBIS) slides 5.9% as investors continue to digest recent $4B convertible-note raise

Analyst Upgrades and Downgrades

Several brokerages have weighed in on NBIS. Freedom Capital raised shares of Nebius Group to a “strong-buy” rating in a research report on Tuesday, February 3rd. Compass Point began coverage on shares of Nebius Group in a research note on Wednesday, February 18th. They set a “buy” rating and a $150.00 price objective for the company. DA Davidson increased their target price on shares of Nebius Group from $150.00 to $200.00 and gave the stock a “buy” rating in a report on Monday, March 16th. BWS Financial raised their target price on Nebius Group from $130.00 to $200.00 and gave the stock a “buy” rating in a research note on Monday, March 16th. Finally, Bank of America started coverage on Nebius Group in a report on Tuesday, March 24th. They set a “buy” rating and a $150.00 price target on the stock. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $157.09.

Nebius Group Stock Up 5.2%

The company’s fifty day simple moving average is $99.62 and its 200 day simple moving average is $101.54. The company has a quick ratio of 6.57, a current ratio of 3.08 and a debt-to-equity ratio of 0.89. The firm has a market capitalization of $24.45 billion, a PE ratio of -66.84 and a beta of 4.02.

Nebius Group (NASDAQ:NBIS) last posted its earnings results on Thursday, February 12th. The company reported ($0.69) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.42) by ($0.27). The firm had revenue of $227.70 million for the quarter, compared to analysts’ expectations of $246.05 million. Nebius Group had a negative return on equity of 11.70% and a net margin of 19.02%. Analysts anticipate that Nebius Group N.V. will post -1.1 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Nebius Group

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Trek Financial LLC purchased a new position in shares of Nebius Group during the third quarter valued at approximately $2,309,000. J.W. Cole Advisors Inc. grew its stake in shares of Nebius Group by 123.9% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 33,488 shares of the company’s stock worth $3,760,000 after buying an additional 18,533 shares during the last quarter. Invesco Ltd. increased its position in Nebius Group by 2.7% during the 2nd quarter. Invesco Ltd. now owns 3,587,811 shares of the company’s stock valued at $198,514,000 after buying an additional 92,710 shares in the last quarter. JPMorgan Chase & Co. increased its position in Nebius Group by 297.4% during the 2nd quarter. JPMorgan Chase & Co. now owns 848,336 shares of the company’s stock valued at $46,938,000 after buying an additional 634,838 shares in the last quarter. Finally, Salem Investment Counselors Inc. raised its stake in Nebius Group by 2,272.7% during the third quarter. Salem Investment Counselors Inc. now owns 26,930 shares of the company’s stock valued at $3,023,000 after buying an additional 25,795 shares during the last quarter. Hedge funds and other institutional investors own 21.90% of the company’s stock.

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.