Nebius Group (NASDAQ:NBIS) Director Arne Grimme Buys 205 Shares of Company Stock

Nebius Group N.V. (NASDAQ:NBIS) Director Arne Grimme bought 205 shares of the business’s stock in a transaction dated Tuesday, October 27th. The stock was acquired at an average cost of $159.04 per share, for a total transaction of $32,603.20. Following the purchase, the director owned 7,603 shares in the company, valued at approximately $1,209,181.12. This trade represents a 2.77% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 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 28th, Arne Grimme purchased 148 shares of Nebius Group stock. The shares were acquired at an average cost of $169.84 per share, with a total value of $25,136.32.
• On Monday, October 26th, Arne Grimme purchased 208 shares of Nebius Group stock. The stock was bought at an average price of $153.96 per share, with a total value of $32,023.68.
• On Friday, October 23rd, Arne Grimme acquired 205 shares of Nebius Group stock. The stock was bought at an average cost of $158.98 per share, for a total transaction of $32,590.90.
• On Thursday, October 22nd, Arne Grimme acquired 357 shares of Nebius Group stock. The stock was bought at an average cost of $161.97 per share, for a total transaction of $57,823.29.
• On Wednesday, October 21st, Arne Grimme acquired 148 shares of Nebius Group stock. The shares were bought at an average price of $167.94 per share, for a total transaction of $24,855.12.
• On Tuesday, October 20th, Arne Grimme bought 151 shares of Nebius Group stock. The stock was bought at an average cost of $164.62 per share, with a total value of $24,857.62.
• On Monday, October 19th, Arne Grimme bought 148 shares of Nebius Group stock. The stock was bought at an average cost of $169.99 per share, with a total value of $25,158.52.
• On Thursday, October 15th, Arne Grimme bought 148 shares of Nebius Group stock. The stock was bought at an average price of $169.99 per share, with a total value of $25,158.52.

Nebius Group Stock Down 5.7%

Shares of NASDAQ:NBIS opened at $171.99 on Friday. The business’s 50-day simple moving average is $211.02 and its 200 day simple moving average is $176.64. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.82. Nebius Group N.V. has a one year low of $73.52 and a one year high of $299.86.

Nebius Group (NASDAQ:NBIS) last released its quarterly earnings results on Thursday, August 13th. The company reported ($0.12) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.67) by $0.55. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%. The firm had revenue of $582.30 million during the quarter, compared to analysts’ expectations of $567.91 million. During the same quarter in the prior year, the business earned $2.38 EPS. Nebius Group’s quarterly revenue was up 454% compared to the same quarter last year. As a group, equities research analysts forecast that Nebius Group N.V. will post -3.19 earnings per share for the current year.

Key Nebius Group News

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

• Positive Sentiment: InvestorPlace analyst Luke Lango identified Nebius as his preferred “NeoCloud” stock, citing its comparatively stronger financing profile, major commitments from Microsoft and Meta, access to power and data-center sites, and strategic backing from NVIDIA. The One NeoCloud Stock to Buy Now
• Positive Sentiment: Nebius recently secured a $3.5 billion Citi financing facility, reinforcing its ability to fund expansion as capital-intensive AI infrastructure companies face tighter financing conditions. However, the facility also carries floating-rate and refinancing risk. Nebius: Why I Loaded Up During This Crash
• Positive Sentiment: Director Arne Grimme bought shares in transactions on October 27 and 28 under a pre-arranged Rule 10b5-1 plan. The purchases provide a modest confidence signal, although the trading plan reduces their value as a timing indicator. SEC Insider Trading Filing
• Neutral Sentiment: Analysts and market commentators continue debating whether NBIS is fairly valued. The investment case is supported by rapidly rising AI-cloud sales and long-term customer commitments, but the stock still carries a premium valuation and depends on successful infrastructure deployment. Is Nebius Group Fairly Valued?
• Negative Sentiment: Microsoft’s capital spending came in below expectations, reviving fears that hyperscalers may be moderating or delaying AI infrastructure investments. That pressured the broader NeoCloud group, including Nebius, CoreWeave and IREN. Why NeoCloud Stocks Are Falling After Microsoft’s Capex Miss
• Negative Sentiment: Investors remain concerned about Nebius’s substantial borrowing and capital requirements. Financing costs, potential dilution, customer concentration, power and construction delays, and the possibility of an AI-infrastructure industry shakeout could limit profitability despite strong revenue growth. Nebius Stock Drops on Debt Fears

Analysts Set New Price Targets

A number of brokerages have commented on NBIS. DA Davidson reiterated a “neutral” rating and issued a $175.00 price objective on shares of Nebius Group in a report on Thursday, August 13th. Robert W. Baird boosted their price target on Nebius Group from $250.00 to $340.00 and gave the stock an “outperform” rating in a research note on Thursday, August 13th. Weiss Ratings downgraded Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, October 15th. Zacks Research raised Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Monday, October 19th. Finally, Rosenblatt Securities started coverage on Nebius Group in a research note on Thursday, October 8th. They set a “buy” rating and a $304.00 price objective for the company. Four investment 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 assigned a Sell rating to the company. According to MarketBeat.com, Nebius Group currently has an average rating of “Moderate Buy” and a consensus target price of $243.25.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the stock. BlackRock Inc. raised its position in shares of Nebius Group by 16.0% during the 2nd quarter. BlackRock Inc. now owns 11,531,270 shares of the company’s stock worth $3,184,591,000 after purchasing an additional 1,593,684 shares during the period. Situational Awareness LP bought a new position in Nebius Group in the 2nd quarter worth approximately $1,232,895,000. State Street Corp increased its position in Nebius Group by 16.2% in the 2nd quarter. State Street Corp now owns 4,069,875 shares of the company’s stock valued at $1,123,977,000 after acquiring an additional 568,415 shares during the period. Jennison Associates LLC increased its position in Nebius Group by 134.3% in the 2nd quarter. Jennison Associates LLC now owns 3,983,899 shares of the company’s stock valued at $1,100,233,000 after acquiring an additional 2,283,676 shares during the period. Finally, Accel Leaders 4 Associates L.P. bought a new stake in Nebius Group during the 2nd quarter valued at $1,012,097,322. 21.90% of the stock is currently owned by institutional investors.

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.