The Manufacturers Life Insurance Company Lowers Stock Position in Nebius Group N.V. $NBIS

The Manufacturers Life Insurance Company cut its stake in shares of Nebius Group N.V. (NASDAQ:NBIS) by 3.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 64,469 shares of the company’s stock after selling 2,333 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in Nebius Group were worth $17,804,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also bought and sold shares of the company. Allied Private Wealth LLC purchased a new stake in shares of Nebius Group during the 2nd quarter valued at $25,000. Parkside Financial Bank & Trust bought a new stake in shares of Nebius Group during the 4th quarter worth $25,000. Root Financial Partners LLC purchased a new position in Nebius Group in the fourth quarter worth $26,000. SHP Wealth Management bought a new position in Nebius Group in the fourth quarter valued at $26,000. Finally, Sound Income Strategies LLC increased its stake in Nebius Group by 62.5% in the first quarter. Sound Income Strategies LLC now owns 260 shares of the company’s stock valued at $27,000 after acquiring an additional 100 shares during the last quarter. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the company. DA Davidson reaffirmed a “neutral” rating and set a $175.00 price target on shares of Nebius Group in a research note on Thursday, August 13th. Northland Securities increased their price objective on Nebius Group from $248.00 to $410.00 and gave the company an “outperform” rating in a research report on Monday, July 20th. BNP Paribas Exane initiated coverage on Nebius Group in a report on Tuesday, June 2nd. They set a “neutral” rating and a $255.00 price objective on the stock. Bank of America boosted their target price on Nebius Group from $240.00 to $280.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Finally, Robert W. Baird upped their target price on Nebius Group from $250.00 to $340.00 and gave the stock an “outperform” rating in a research note on Thursday, August 13th. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $234.60.

Insiders Place Their Bets

In other news, Director John Wilson Iv Boynton sold 5,812 shares of the firm’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $253.29, for a total value of $1,472,121.48. Following the transaction, the director owned 378,665 shares in the company, valued at approximately $95,912,057.85. This trade represents a 1.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Arkadiy Volozh sold 46,627 shares of Nebius Group stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total transaction of $10,978,327.15. Following the completion of the transaction, the chief executive officer directly owned 821,662 shares in the company, valued at approximately $193,460,317.90. The trade was a 5.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 159,013 shares of company stock worth $39,216,975.

Nebius Group Stock Performance

NASDAQ NBIS opened at $224.55 on Friday. The company has a 50-day simple moving average of $211.89 and a two-hundred day simple moving average of $186.39. Nebius Group N.V. has a 12-month low of $73.52 and a 12-month high of $299.86. The firm has a market cap of $56.82 billion, a price-to-earnings ratio of -7,482.51 and a beta of 4.23. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.82.

Nebius Group (NASDAQ:NBIS) last released its earnings results 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 company had revenue of $582.30 million during the quarter, compared to analyst estimates of $567.91 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%.Nebius Group’s revenue for the quarter was up 454% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.38 EPS. On average, equities analysts forecast that Nebius Group N.V. will post -3.76 EPS for the current year.

Nebius Group News Summary

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

• Positive Sentiment: AI-cloud demand is lifting the sector: Oracle’s strong results and reported $664 billion AI-cloud backlog helped drive broader interest in AI infrastructure providers, with Nebius among the companies benefiting from the positive read-through. Oracle Surges 7% as AI Cloud Backlog Hits $664B, CoreWeave and Nebius Climb 4%
• Positive Sentiment: Truist upgraded Nebius to “Strong Buy”: The new bullish coverage adds analyst support and may reinforce investor confidence in the company’s long-term AI-cloud growth opportunity. Truist Financial Begins Coverage on Nebius Group
• Positive Sentiment: Customer prepayments could help fund expansion: Nebius expects to spend $20 billion to $25 billion on capital expenditures in 2026, but more than $9 billion in customer prepayments could reduce financing pressure and support its aggressive GPU and data-center buildout. Nebius’ Heavy CapEx Push: Can Customer Prepayments Ease the Strain?
• Neutral Sentiment: Long-term outlook remains dependent on execution: Investor projections for Nebius over the next three years largely hinge on the pace of GPU deployment, customer commitments and the company’s ability to convert infrastructure investment into recurring revenue.
• Negative Sentiment: High spending, interest-rate risk and valuation remain concerns: Nebius is racing to expand capacity while Treasury yields are elevated, increasing the potential cost of debt-financed growth. Analysts have also described the shares as expensive relative to current profitability, creating downside risk if growth or customer prepayments disappoint. How Dangerous Are Top Neoclouds as Rate Hike Odds Increase?

Nebius Group 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.