Nebius Group (NASDAQ:NBIS) Director Sells $1,289,593.80 in Stock

Nebius Group N.V. (NASDAQ:NBIS) Director Wilson Boynton sold 7,260 shares of the firm’s stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $177.63, for a total transaction of $1,289,593.80. Following the sale, the director directly owned 403,522 shares of the company’s stock, valued at approximately $71,677,612.86. The trade was a 1.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

John Wilson Iv Boynton also recently made the following trade(s):

• On Tuesday, September 29th, Wilson Boynton sold 50 shares of Nebius Group stock. The stock was sold at an average price of $235.01, for a total transaction of $11,750.50.
• On Friday, August 14th, Wilson Boynton sold 5,296 shares of Nebius Group stock. The stock was sold at an average price of $270.99, for a total transaction of $1,435,163.04.

Nebius Group Trading Up 0.1%

Shares of NBIS stock opened at $171.57 on Thursday. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.82. The company’s fifty day moving average price is $221.10 and its two-hundred day moving average price is $208.87. Nebius Group N.V. has a 12 month low of $73.52 and a 12 month high of $299.86.

Nebius Group (NASDAQ:NBIS) last announced its earnings results on Thursday, August 13th. The company reported ($0.12) earnings per share for the quarter, beating the consensus estimate of ($0.67) by $0.55. The company had revenue of $582.30 million during the quarter, compared to the consensus estimate of $567.91 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%. The company’s revenue was up 454% on a year-over-year basis. During the same period last year, the firm earned $2.38 earnings per share. On average, research analysts anticipate that Nebius Group N.V. will post -3.48 earnings per share for the current fiscal year.

Analysts Set New Price Targets

NBIS has been the subject of a number of analyst reports. Truist Financial raised Nebius Group to a “strong-buy” rating in a report on Thursday, September 10th. Citigroup lifted their price objective on Nebius Group from $278.00 to $324.00 and gave the stock a “buy” rating in a report on Friday, August 14th. President Capital initiated coverage on Nebius Group in a report on Tuesday, June 30th. They set a “buy” rating on the stock. 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 research report on Thursday, August 13th. Finally, Wall Street Zen raised Nebius Group from a “strong sell” rating to a “sell” rating in a research report on Sunday, August 16th. Four equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Nebius Group currently has an average rating of “Moderate Buy” and a consensus price target of $243.25.

Trending Headlines about Nebius Group

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

• Positive Sentiment: Nebius’ Chief Revenue Officer Marc Boroditsky said AI-computing prices continue to rise faster than expected, countering concerns that a supply glut could undermine neocloud economics. SpaceX executives also said new AI-compute deployments are generating payback in less than a year, supporting broader demand for GPU infrastructure. Investors question neocloud business model
• Positive Sentiment: Director Arne Grimme bought a combined 299 shares for roughly $49,700 in transactions on October 20 and 21. Although both purchases were made under a pre-arranged Rule 10b5-1 plan, the increased position provides a modest confidence signal. SEC insider purchase filing
• Positive Sentiment: Nebius announced public live spot pricing for GPU compute and participated in a robotics project with NVIDIA, Sereact, CEVA Logistics and Zalando. Greater pricing transparency and real-world AI deployments could help attract customers and validate its platform. Nebius announces public GPU spot pricing
• Neutral Sentiment: Longer-term bullish commentary argues the AI infrastructure buildout is still in its early stages, with substantial future spending expected on GPUs, data centers, power and networking. However, this view does not resolve Nebius’ near-term profitability and execution requirements.
• Negative Sentiment: Piper Sandler cut its Nebius price target from $237 to $185 and assigned a neutral rating. The downgrade reflects valuation and financing concerns, even though the new target remains above the current trading level. Piper Sandler cuts Nebius target
• Negative Sentiment: Investors remain concerned about debt-funded expansion, heavy capital expenditures and the possibility of excess AI-compute capacity. These concerns have pressured Nebius and CoreWeave despite supportive comments from SpaceX executives. Why CoreWeave and Nebius stocks are under pressure
• Negative Sentiment: Investor Michael Burry’s reported short position in Nebius adds to negative sentiment, while a recent director sale of 7,260 shares worth about $1.29 million reinforces caution. The sale was also made under a pre-arranged trading plan, limiting its significance. Michael Burry shorting Nebius

Hedge Funds Weigh In On Nebius Group

Hedge funds have recently bought and sold shares of the company. Allied Private Wealth LLC bought a new stake in Nebius Group in the second quarter valued at about $25,000. SHP Wealth Management acquired a new stake in Nebius Group during the fourth quarter valued at approximately $26,000. Sound Income Strategies LLC lifted its holdings in Nebius Group by 62.5% during the 1st quarter. Sound Income Strategies LLC now owns 260 shares of the company’s stock worth $27,000 after buying an additional 100 shares during the last quarter. Sarver Vrooman Wealth Advisors bought a new position in Nebius Group during the 2nd quarter worth approximately $28,000. Finally, GoalVest Advisory LLC bought a new position in Nebius Group during the 2nd quarter worth approximately $28,000. 21.90% of the stock is currently owned by institutional investors and hedge funds.

Nebius Group Company Profile

Nebius Group N.V. is a technology company focused on providing cloud infrastructure and services for artificial intelligence and machine learning applications. Through its Nebius AI division, the company offers access to high-performance computing, graphics processing units (GPUs), storage, networking, and related tools designed to help businesses and developers train, deploy, and operate AI models.

The company also operates or supports other technology businesses, including Toloka, an AI data and evaluation platform; TripleTen, an online education provider focused on technology careers; and Avride, a developer of autonomous driving and delivery technologies.