Meridian Wealth Management LLC Makes New Investment in Nebius Group N.V. $NBIS

Meridian Wealth Management LLC acquired a new stake in shares of Nebius Group N.V. (NASDAQ:NBIS) in the second quarter, according to its most recent disclosure with the SEC. The firm acquired 25,592 shares of the company’s stock, valued at approximately $7,068,000.

Several other institutional investors and hedge funds have also recently modified their holdings of NBIS. Confluence Investment Management LLC lifted its holdings in shares of Nebius Group by 2.0% in 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 stake in Nebius Group by 2.7% during the first 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 in the last quarter. Wealth Alliance LLC grew its stake in Nebius Group by 1.6% during the first quarter. Wealth Alliance LLC now owns 5,008 shares of the company’s stock valued at $520,000 after acquiring an additional 80 shares in the last quarter. Aspen Grove Capital LLC increased its holdings in Nebius Group by 3.7% in the 1st quarter. Aspen Grove Capital LLC now owns 2,522 shares of the company’s stock valued at $262,000 after acquiring an additional 89 shares during the last quarter. Finally, Allied Private Wealth LLC bought a new stake in Nebius Group in the 2nd quarter valued at $25,000. Institutional investors own 21.90% of the company’s stock.

Analysts Set New Price Targets

NBIS has been the topic of several research analyst reports. Piper Sandler assumed coverage on shares of Nebius Group in a research note on Monday, August 3rd. They issued a “neutral” rating and a $224.00 price target on the stock. Bank of America raised their price objective on Nebius Group from $240.00 to $280.00 and gave the company a “buy” rating in a research report on Monday, June 8th. Wall Street Zen raised Nebius Group from a “strong sell” rating to a “sell” rating in a report on Sunday. Weiss Ratings downgraded Nebius Group from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday. Finally, Citizens Jmp increased their price target on Nebius Group from $175.00 to $270.00 and gave the company a “market outperform” rating in a research note on Thursday, May 14th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, Nebius Group currently has an average rating of “Moderate Buy” and a consensus target price of $226.00.

Nebius Group Trading Up 8.8%

Shares of NBIS opened at $277.58 on Friday. The stock has a market capitalization of $70.23 billion, a PE ratio of -9,249.58 and a beta of 4.23. The company’s fifty day moving average is $222.53 and its 200 day moving average is $168.13. The company has a debt-to-equity ratio of 0.82, a quick ratio of 8.33 and a current ratio of 4.03. Nebius Group N.V. has a fifty-two week low of $62.01 and a fifty-two week high of $299.86.

Nebius Group (NASDAQ:NBIS) last released its quarterly earnings data on Wednesday, August 12th. The company reported ($0.12) EPS for the quarter, beating 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 6.03%. The business had revenue of $582.30 million during the quarter, compared to analyst estimates of $567.91 million. During the same quarter last year, the business earned $2.38 earnings per share. Nebius Group’s quarterly revenue was up 454% compared to the same quarter last year. Sell-side analysts expect that Nebius Group N.V. will post -3.91 earnings per share for the current fiscal year.

Key Headlines Impacting Nebius Group

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

Insider Activity

In related news, insider Andrey Korolenko sold 33,871 shares of Nebius Group stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total value of $7,974,926.95. Following the completion of the transaction, the insider owned 551,338 shares in the company, valued at approximately $129,812,532.10. This trade represents a 5.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Sanchez Maria Del Dado Alonso sold 1,509 shares of Nebius Group stock in a transaction dated 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 owned 12,672 shares of the company’s stock, valued at approximately $3,500,006.40. This represents a 10.64% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 136,310 shares of company stock worth $32,569,613.

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.