Nebius Group N.V. (NASDAQ:NBIS) Stock Has Average Target Price of $241.80 According to Brokerages

Nebius Group N.V. (NASDAQ:NBIS) has been assigned an average recommendation of “Moderate Buy” from the nineteen analysts that are presently covering the firm, Marketbeat.com reports. One analyst has rated the stock with a sell recommendation, six have assigned a hold recommendation, ten have issued a buy recommendation and two have issued a strong buy recommendation on the company. The average 12-month price target among brokers that have covered the stock in the last year is $241.80.

Several equities analysts have recently issued reports on NBIS shares. Robert W. Baird upped their target price on Nebius Group from $250.00 to $340.00 and gave the company an “outperform” rating in a report on Thursday, August 13th. Bank of America lifted their price target on Nebius Group from $240.00 to $280.00 and gave the stock a “buy” rating in a report on Monday, June 8th. BNP Paribas Exane raised Nebius Group from a “neutral” rating to an “outperform” rating and boosted their price objective for the stock from $260.00 to $399.00 in a research report on Thursday. Rothschild & Co Redburn initiated coverage on Nebius Group in a research note on Monday, September 21st. They issued a “sell” rating and a $84.00 price objective for the company. Finally, DA Davidson reaffirmed a “neutral” rating and set a $175.00 target price on shares of Nebius Group in a research report on Thursday, August 13th.

Insider Activity at Nebius Group

In other Nebius Group news, CRO Marc Boroditsky sold 22,386 shares of Nebius Group stock in a transaction dated Wednesday, July 15th. The shares were sold at an average price of $197.00, for a total value of $4,410,042.00. Following the sale, the executive owned 22,386 shares of the company’s stock, valued at approximately $4,410,042. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Andrey Korolenko sold 33,871 shares of the business’s stock in a transaction dated Wednesday, July 1st. The shares were 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 approximately $129,812,532.10. The trade was a 5.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 182,587 shares of company stock valued at $43,618,456 in the last 90 days.

Institutional Investors Weigh In On Nebius Group

Several large investors have recently modified their holdings of the stock. QRG Capital Management Inc. bought a new stake in shares of Nebius Group in the 2nd quarter worth approximately $235,000. Envestnet Portfolio Solutions Inc. bought a new position in Nebius Group during the second quarter valued at $275,000. State Street Corp grew its holdings in Nebius Group by 16.2% during the second quarter. State Street Corp now owns 4,069,875 shares of the company’s stock valued at $1,123,977,000 after purchasing an additional 568,415 shares during the period. Silicon Valley Capital Partners increased its position in Nebius Group by 138.0% in the second quarter. Silicon Valley Capital Partners now owns 2,975 shares of the company’s stock worth $821,000 after buying an additional 1,725 shares during the last quarter. Finally, IKE Capital LLC purchased a new stake in Nebius Group in the second quarter worth $394,000. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Nebius Group News Summary

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

• Positive Sentiment: BNP Paribas upgraded Nebius to Outperform and raised its price target to $399 from $260, implying significant upside and reinforcing the bullish view on demand for AI infrastructure. BNP Paribas upgrades Nebius Group NV to outperform from neutral
• Positive Sentiment: Bank of America raised its revenue forecasts for fiscal 2027 and 2028 to $12.7 billion and $27.3 billion, respectively, above Wall Street expectations, citing capacity expansion and differentiated pricing strategies. Nebius gets BofA boost as AI infrastructure revenue outlook climbs
• Positive Sentiment: Nebius plans to raise GPU cloud prices next week. The move suggests strong demand and could improve revenue and margins if customers accept higher pricing. Nebius Group to hike prices next week
• Neutral Sentiment: Wall Street brokerages now generally rate NBIS a “Moderate Buy,” reflecting constructive expectations but not unanimous bullishness. Nebius stock now rated Moderate Buy
• Negative Sentiment: Capital-intensity concerns are limiting enthusiasm. Analysts acknowledge that Nebius must fund a very large data-center and GPU-capacity expansion, potentially requiring substantial capital before the higher revenue forecasts translate into profits. Nebius stock falls while $399 target tests AI expectations
• Negative Sentiment: Insider selling added a cautionary signal: Nebius’s chairman sold more than 6,000 shares for approximately $1.3 million after the stock gained 128% over the past year, although he retains a substantial position. Nebius chairman sells shares
• Negative Sentiment: Broader neocloud selling is pressuring NBIS. Investors remain concerned about high valuations, funding requirements and the sustainability of AI-compute demand, while Michael Burry’s reported expanded short position has further focused attention on sector risk. Neocloud stocks fall as selling extends

Nebius Group Price Performance

NBIS opened at $237.33 on Friday. Nebius Group has a fifty-two week low of $73.52 and a fifty-two week high of $299.86. The firm has a market capitalization of $60.05 billion, a P/E ratio of -7,908.36 and a beta of 4.23. The company’s 50-day moving average is $216.55 and its 200 day moving average is $196.05. The company has a debt-to-equity ratio of 0.82, a current ratio of 4.03 and a quick ratio of 4.03.

Nebius Group (NASDAQ:NBIS) last issued its quarterly earnings data on Thursday, August 13th. The company reported ($0.12) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 the consensus estimate of $567.91 million. During the same period in the prior year, the firm posted $2.38 EPS. The firm’s quarterly revenue was up 454% compared to the same quarter last year. Research analysts expect that Nebius Group will post -3.76 earnings per share for the current fiscal year.

Nebius Group Company Profile

Nebius Group N.V. (NASDAQ: NBIS) is a technology company focused on artificial intelligence infrastructure and related services. Its principal business is Nebius AI, a cloud platform that provides computing, storage, networking and managed infrastructure designed to support the development and deployment of AI applications, including access to accelerated computing resources.

The company also operates or develops businesses in adjacent technology markets. These include Toloka, which provides data and evaluation services for machine-learning systems; TripleTen, an online education platform offering technology-focused training; and Avride, a developer of autonomous driving and delivery technologies.