Brokerages Set Nebius Group N.V. (NASDAQ:NBIS) Target Price at $142.38

Nebius Group N.V. (NASDAQ:NBIS) has been given a consensus recommendation of “Moderate Buy” by the nine brokerages that are currently covering the company, MarketBeat reports. One investment analyst has rated the stock with a sell rating, one has issued a hold rating, six have assigned a buy rating and one has assigned a strong buy rating to the company. The average 12-month target price among brokers that have issued ratings on the stock in the last year is $142.3750.

Several brokerages have recently weighed in on NBIS. Northland Securities lifted their target price on shares of Nebius Group from $206.00 to $211.00 and gave the company an “outperform” rating in a report on Wednesday, November 12th. BWS Financial restated a “buy” rating and issued a $130.00 price objective on shares of Nebius Group in a research report on Thursday, November 13th. CICC Research initiated coverage on Nebius Group in a report on Tuesday, November 11th. They issued an “outperform” rating and a $143.00 price objective on the stock. Wall Street Zen cut Nebius Group from a “hold” rating to a “sell” rating in a research report on Saturday, November 15th. Finally, DA Davidson reissued a “buy” rating and set a $150.00 target price on shares of Nebius Group in a research note on Wednesday, November 12th.

Institutional Investors Weigh In On Nebius Group

Several institutional investors have recently made changes to their positions in the stock. Fred Alger Management LLC boosted its position in shares of Nebius Group by 33.4% during the 3rd quarter. Fred Alger Management LLC now owns 10,132,279 shares of the company’s stock worth $1,137,551,000 after purchasing an additional 2,536,832 shares in the last quarter. Qube Research & Technologies Ltd acquired a new stake in shares of Nebius Group in the third quarter valued at about $238,511,000. Orbis Allan Gray Ltd boosted its holdings in Nebius Group by 12.4% during the second quarter. Orbis Allan Gray Ltd now owns 17,651,930 shares of the company’s stock worth $976,681,000 after buying an additional 1,949,708 shares in the last quarter. Clear Street Group Inc. purchased a new stake in Nebius Group during the third quarter worth about $202,168,000. Finally, Rovida Advisors Inc. acquired a new position in Nebius Group during the second quarter worth about $96,223,000. 21.90% of the stock is currently owned by hedge funds and other institutional investors.

Nebius Group News Roundup

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

• Positive Sentiment: Nebius is being framed as a top AI-infrastructure growth story with forecasts of massive revenue expansion (up to ~1,600% by end-2026) driven by surging AI compute demand and closer Nvidia ties — a narrative that can attract momentum buyers. Did Nvidia’s CEO Just Deliver the Ultimate Buy Signal for Nebius?
• Positive Sentiment: Seeking Alpha upgraded NBIS to a ‘Buy’ after reported validation wins and deeper Nvidia partnerships, calling Nebius a five?star AI infrastructure player — this upgrade can spur inflows from retail and model-driven funds. Nebius: I Was All Wrong About AI Infrastructure Demand (Upgrade)
• Positive Sentiment: Another Seeking Alpha piece highlights a $20B+ backlog anchored by large customers (Meta, Microsoft) and projects multi?fold revenue growth; bullish thesis but it flags high cash burn and large capex needs — supportive for price on execution. Nebius: When Betting The Farm Leads To A Surge
• Positive Sentiment: The Motley Fool profiles Nebius as a growth pick: data centers sold out in 2025 and management is rapidly expanding capacity to onboard new AI customers — evidence of strong demand that could support revenue execution. The Ultimate Growth Stock to Buy With $1,000 Right Now
• Neutral Sentiment: Coverage in outlets highlighting “beaten down AI stocks gaining momentum” puts NBIS on watchlists but is more sentiment-driven than fundamental — useful for traders but less decisive for long-term holders. 3 Beaten Down AI Stocks Gaining Momentum: IREN, NBIS, CRWV
• Negative Sentiment: Shares are also reacting to a broader selloff in AI?infrastructure names — NBIS slid with the sector, weighing on short?term sentiment and prompting profit?taking. Nebius Group N.V. (NBIS) Slid Along with Broader Selloff of AI Infrastructure-Related Equities
• Negative Sentiment: Trade?related worries and short-term macro or liquidity concerns pushed headlines that the stock dipped below the $100 level, which can trigger technical selling and stop orders. Nebius Group (NBIS) falls below $100 on trade worries

Nebius Group Stock Performance

Shares of NBIS opened at $98.87 on Friday. The stock has a market capitalization of $24.90 billion, a P/E ratio of -128.40 and a beta of 4.00. Nebius Group has a 1 year low of $18.31 and a 1 year high of $141.10. The company’s fifty day moving average is $93.02 and its two-hundred day moving average is $88.62.

Nebius Group Company Profile

Nebius Group N.V., a technology company, builds intelligent products and services powered by machine learning and other technologies to help consumers and businesses navigate the online and offline world. The company’s services include Nebius AI, an AI-centric cloud platform that offers infrastructure and computing capability for AI deployment and machine-learning oriented solutions; and Toloka AI that offers generative AI (GenAI) solutions at every stage of the GenAI lifecycle, such as data annotation and generation, model training and fine-tuning, and quality assessment of large language model for accuracy and reliability.