Nebius Group (NASDAQ:NBIS) Given “Buy” Rating at Truist Financial

Nebius Group (NASDAQ:NBIS)‘s stock had its “buy” rating reaffirmed by analysts at Truist Financial in a report issued on Friday, Benzinga reports. They presently have a $245.00 target price on the stock, down from their prior target price of $355.00. Truist Financial‘s price target suggests a potential upside of 113.38% from the stock’s previous close.

Several other brokerages have also recently weighed in on NBIS. Freedom Capital upgraded shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Citigroup reduced their price objective on Nebius Group from $324.00 to $265.00 and set a “buy” rating for the company in a research note on Wednesday, November 4th. Piper Sandler reduced their price objective on Nebius Group from $237.00 to $185.00 and set a “neutral” rating for the company in a research note on Wednesday, October 21st. Wall Street Zen raised Nebius Group from a “strong sell” rating to a “sell” rating in a report on Sunday, August 16th. Finally, Northland Securities lifted their target price on Nebius Group from $248.00 to $410.00 and gave the company an “outperform” rating in a research report on Monday, July 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $238.67.

Nebius Group Stock Performance

Shares of NASDAQ NBIS opened at $114.82 on Friday. The firm has a 50 day moving average of $196.49 and a 200 day moving average of $178.58. 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 firm has a market capitalization of $29.05 billion, a price-to-earnings ratio of -3,850.02 and a beta of 4.63. Nebius Group 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, November 12th. The company reported $0.30 EPS for the quarter, beating analysts’ consensus estimates of ($0.72) by $1.02. Nebius Group had a net margin of 4.55% and a negative return on equity of 6.03%. The business had revenue of $980.80 million during the quarter, compared to analysts’ expectations of $907.20 million. On average, research analysts anticipate that Nebius Group will post -3.19 earnings per share for the current year.

Insider Activity

In related news, Director Arne Grimme acquired 148 shares of Nebius Group stock in a transaction dated Wednesday, October 28th. The shares were purchased at an average price of $169.84 per share, for a total transaction of $25,136.32. Following the completion of the transaction, the director directly owned 7,899 shares in the company, valued at approximately $1,341,566.16. This represents a 1.91% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Wilson Boynton sold 333 shares of the business’s stock in a transaction on Thursday, October 29th. The stock was sold at an average price of $173.07, for a total transaction of $57,632.31. Following the completion of the transaction, the director directly owned 403,189 shares in the company, valued at $69,779,920.23. This trade represents a 0.08% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have purchased 1,718 shares of company stock worth $280,207 and have sold 103,527 shares worth $23,457,169.

Institutional Trading of Nebius Group

Hedge funds have recently bought and sold shares of the stock. Xcelsior Advisor Partners LLC purchased a new position in shares of Nebius Group during the third quarter valued at about $211,000. Essex Financial Services Inc. grew its holdings in Nebius Group by 50.8% during the 3rd quarter. Essex Financial Services Inc. now owns 1,855 shares of the company’s stock valued at $438,000 after purchasing an additional 625 shares during the last quarter. Benjamin Edwards Inc. bought a new position in Nebius Group during the 3rd quarter valued at about $2,178,000. NWK Group Inc. purchased a new stake in Nebius Group in the 3rd quarter worth about $208,000. Finally, Fort Sheridan Advisors LLC raised its position in Nebius Group by 10.9% in the 3rd quarter. Fort Sheridan Advisors LLC now owns 1,016 shares of the company’s stock worth $240,000 after purchasing an additional 100 shares during the period. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Trending Headlines about Nebius Group

These are some of the NBIS headlines that stood out recently:

• Negative Sentiment: Nebius lowered its 2026 revenue outlook to $3.0 billion–$3.4 billion, with the top of the range matching consensus, after delays at third-party data centers pushed some expected capacity and revenue into 2027. The company also said its $7 billion annualized revenue run-rate goal has slipped to February. Outlook and capacity delays
• Negative Sentiment: Investors are also wary of the scale of planned investment—reported at roughly $40 billion to $45 billion—as Nebius rapidly expands infrastructure. That raises questions about execution, returns and financing needs, even with strong customer demand. Planned spending report
• Negative Sentiment: Microsoft’s reported reassessment of neocloud contracts and greater emphasis on its own data centers presents a longer-term competitive risk for Nebius and other AI cloud providers. Microsoft and neoclouds

About Nebius Group

Nebius Group is a technology company focused on building infrastructure for artificial intelligence. Its core business, Nebius, offers cloud computing services and access to accelerated computing resources designed to help developers and organizations train and run AI models. The company also has businesses in areas including data services for AI, autonomous mobility and online education. Based in Amsterdam, Nebius serves customers internationally and is developing data center and computing capacity to support its AI cloud services.