Nebius Group (NASDAQ:NBIS) Stock: Insider Arne Grimme Buys 148 Shares

Nebius Group N.V. (NASDAQ:NBIS) Director Arne Grimme bought 148 shares of the business’s stock in a transaction that occurred on Monday, October 19th. The stock was purchased at an average price of $169.99 per share, for a total transaction of $25,158.52. Following the completion of the acquisition, the director owned 6,329 shares in the company, valued at $1,075,866.71. This represents a 2.39% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Arne Grimme also recently made the following trade(s):

• On Wednesday, October 21st, Arne Grimme purchased 148 shares of Nebius Group stock. The stock was acquired at an average cost of $167.94 per share, with a total value of $24,855.12.
• On Tuesday, October 20th, Arne Grimme purchased 151 shares of Nebius Group stock. The shares were acquired at an average price of $164.62 per share, with a total value of $24,857.62.
• On Thursday, October 15th, Arne Grimme acquired 148 shares of Nebius Group stock. The shares were acquired at an average price of $169.99 per share, for a total transaction of $25,158.52.

Nebius Group Stock Performance

NBIS 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 1-year low of $73.52 and a 1-year high of $299.86. The company has a market cap of $43.41 billion, a price-to-earnings ratio of -5,717.09 and a beta of 4.18.

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

Institutional Trading of Nebius Group

Several institutional investors have recently made changes to their positions in NBIS. Allied Private Wealth LLC purchased a new stake in shares of Nebius Group in the second quarter valued at about $25,000. Sarver Vrooman Wealth Advisors purchased a new position in Nebius Group during the second quarter worth about $28,000. GoalVest Advisory LLC purchased a new position in Nebius Group during the second quarter worth about $28,000. Wealth Enhancement Trust Services Inc. boosted its holdings in Nebius Group by 227.1% during the third quarter. Wealth Enhancement Trust Services Inc. now owns 157 shares of the company’s stock worth $37,000 after purchasing an additional 109 shares during the last quarter. Finally, Eastern Bank grew its position in Nebius Group by 66.3% in the 3rd quarter. Eastern Bank now owns 158 shares of the company’s stock worth $37,000 after purchasing an additional 63 shares in the last quarter. 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: 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

Analyst Ratings Changes

A number of research firms have issued reports on NBIS. Zacks Research upgraded Nebius Group from a “hold” rating to a “strong-buy” rating in a research note on Monday. DA Davidson reissued a “neutral” rating and set a $175.00 price objective on shares of Nebius Group in a report on Thursday, August 13th. 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. Freedom Capital upgraded Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. Finally, Citigroup raised their target price on Nebius Group from $278.00 to $324.00 and gave the company a “buy” rating in a report on Friday, August 14th. Four research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $243.25.

About Nebius Group

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.