Nebius Group (NASDAQ:NBIS) Director Arne Grimme Buys 148 Shares of Company Stock

Nebius Group N.V. (NASDAQ:NBIS) Director Arne Grimme bought 148 shares of the company’s stock in a transaction on Monday, October 19th. The shares were bought at an average price of $169.99 per share, with a total value of $25,158.52. Following the completion of the transaction, the director owned 6,329 shares of the company’s stock, valued at $1,075,866.71. The trade was a 2.39% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Arne Grimme also recently made the following trade(s):

• On Thursday, October 15th, Arne Grimme bought 148 shares of Nebius Group stock. The stock was purchased at an average cost of $169.99 per share, for a total transaction of $25,158.52.

Nebius Group Price Performance

Shares of Nebius Group stock opened at $171.45 on Wednesday. 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 $43.38 billion, a PE ratio of -5,713.10 and a beta of 4.18. The business’s 50-day moving average price is $222.86 and its 200-day moving average price is $208.43. Nebius Group N.V. has a 12 month low of $73.52 and a 12 month high of $299.86.

Nebius Group (NASDAQ:NBIS) last issued its earnings results on Thursday, August 13th. The company reported ($0.12) earnings per share (EPS) for the quarter, topping the consensus estimate 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 business had revenue of $582.30 million during the quarter, compared to analyst estimates of $567.91 million. During the same quarter in the prior year, the firm earned $2.38 earnings per share. Nebius Group’s revenue for the quarter was up 454% on a year-over-year basis. Sell-side analysts forecast that Nebius Group N.V. will post -3.48 EPS for the current fiscal year.

Analyst Ratings Changes

Several analysts have weighed in on NBIS shares. Piper Sandler started coverage on shares of Nebius Group in a research note on Monday, August 3rd. They issued a “neutral” rating and a $224.00 price target for the company. Weiss Ratings lowered shares of Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, October 15th. Northland Securities raised their price objective on Nebius Group from $248.00 to $410.00 and gave the company an “outperform” rating in a research note on Monday, July 20th. Zacks Research cut Nebius Group from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 31st. Finally, 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. Three investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $245.69.

More Nebius Group News

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

• Positive Sentiment: Nebius continues to benefit from strong underlying AI demand. Recent coverage highlighted 454% year-over-year quarterly revenue growth, approximately $3 billion in annualized recurring revenue, and a reported $37.5 billion signed backlog. Some analysts also view Nebius as better positioned than more heavily indebted competitors because of comparatively disciplined capital spending. Nebius Is Poised To Feast On The CoreWeave Rout
• Positive Sentiment: Analyst support remains a potential counterweight to the sell-off. Nebius has an overall “Moderate Buy” consensus rating and an average price target of $245.69, while separate coverage has cited targets as high as $355 and $399. A director also purchased 148 shares for about $25,159, offering a modest insider-confidence signal. Nebius Average Price Target
• Neutral Sentiment: The long-term AI buildout may still have substantial runway, with industry commentary suggesting that much of the expected spending on GPUs, data centers, power, cooling, and networking has yet to occur. However, this supports the broader opportunity rather than near-term earnings.
• Negative Sentiment: Elice’s 32% trading-debut collapse has intensified fears that AI-infrastructure valuations and demand expectations have become excessive. Shares of Nebius and CoreWeave came under pressure as investors questioned whether data-center operators can generate adequate returns on enormous GPU and capacity investments. Elice’s IPO Collapse Puts AI Infrastructure Stocks Under Fresh Pressure
• Negative Sentiment: Gartner-related commentary warned that as many as 80% of “neocloud” companies could fail or disappear by 2030 if AI capital spending continues to outpace returns. Investors are also focused on Nebius’s execution burden: it may need second-half revenue to more than double first-half revenue to meet its 2026 outlook. Gartner Neocloud Warning
• Negative Sentiment: Director Wilson Boynton sold 7,260 shares for approximately $1.29 million under a pre-arranged Rule 10b5-1 plan. He retained a substantial stake, limiting the signal, but the transaction adds to near-term selling pressure and investor caution. SEC Insider Transaction Filing

Institutional Trading of Nebius Group

Institutional investors have recently made changes to their positions in the stock. BlackRock Inc. boosted its holdings in shares of Nebius Group by 16.0% during the second 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 stake in shares of Nebius Group in the second quarter worth about $1,232,895,000. State Street Corp increased its holdings in Nebius Group by 16.2% during the 2nd quarter. State Street Corp now owns 4,069,875 shares of the company’s stock valued at $1,123,977,000 after purchasing an additional 568,415 shares during the period. Jennison Associates LLC increased its holdings in Nebius Group by 134.3% during the 2nd quarter. Jennison Associates LLC now owns 3,983,899 shares of the company’s stock valued at $1,100,233,000 after purchasing an additional 2,283,676 shares during the period. Finally, Accel Leaders 4 Associates L.P. purchased a new position in Nebius Group during the 2nd quarter valued at about $1,012,097,322. Hedge funds and other institutional investors own 21.90% of the company’s stock.

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.