Nebius Group N.V. $NBIS Shares Purchased by NewEdge Advisors LLC

NewEdge Advisors LLC increased its stake in Nebius Group N.V. (NASDAQ:NBIS) by 5.6% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 45,830 shares of the company’s stock after purchasing an additional 2,449 shares during the period. NewEdge Advisors LLC’s holdings in Nebius Group were worth $12,657,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. California State Teachers Retirement System increased its stake in Nebius Group by 23,011.0% during the 2nd quarter. California State Teachers Retirement System now owns 62,163,381 shares of the company’s stock valued at $17,167,661,000 after purchasing an additional 61,894,404 shares in the last quarter. Situational Awareness LP purchased a new position in Nebius Group in the 2nd quarter worth $1,232,895,000. Accel Leaders 4 Associates L.P. acquired a new stake in Nebius Group during the 2nd quarter worth about $1,012,097,322. State Street Corp grew its stake in Nebius Group by 2,391.3% during the 4th quarter. State Street Corp now owns 3,219,326 shares of the company’s stock valued at $269,474,000 after purchasing an additional 3,090,103 shares during the last quarter. Finally, Capital Research Global Investors purchased a new stake in Nebius Group during the 4th quarter valued at about $231,635,000. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the company. Bank of America raised their price objective on Nebius Group from $240.00 to $280.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. Citigroup upped their target price on Nebius Group from $278.00 to $324.00 and gave the company a “buy” rating in a research report on Friday, August 14th. Northland Securities raised their price target on shares of Nebius Group from $248.00 to $410.00 and gave the stock an “outperform” rating in a research report on Monday, July 20th. Freedom Capital upgraded shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Finally, Zacks Research cut shares of Nebius Group from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 31st. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $234.60.

Nebius Group Stock Down 1.6%

NBIS stock opened at $224.55 on Friday. Nebius Group N.V. has a one year low of $73.52 and a one year high of $299.86. The company has a debt-to-equity ratio of 0.82, a quick ratio of 4.03 and a current ratio of 4.03. The firm’s fifty day moving average is $211.89 and its 200 day moving average is $186.39. The firm has a market cap of $56.81 billion, a PE ratio of -7,482.51 and a beta of 4.23.

Nebius Group (NASDAQ:NBIS) last announced its quarterly earnings results on Thursday, August 13th. The company reported ($0.12) earnings per share for the quarter, beating the consensus estimate of ($0.67) by $0.55. The firm 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% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.38 EPS. On average, research analysts forecast that Nebius Group N.V. will post -3.76 EPS for the current year.

Insiders Place Their Bets

In other news, Director John Wilson Iv Boynton sold 5,296 shares of Nebius Group stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $270.99, for a total value of $1,435,163.04. Following the sale, the director owned 415,844 shares in the company, valued at $112,689,565.56. This trade represents a 1.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Danila Shtan sold 16,937 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total value of $3,987,816.65. Following the sale, the chief technology officer owned 274,763 shares of the company’s stock, valued at approximately $64,692,948.35. This trade represents a 5.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 159,013 shares of company stock valued at $39,216,975.

Trending Headlines about Nebius Group

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?

About Nebius Group

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.