Nebius Group (NASDAQ:NBIS) Director Sells $1,007,625.00 in Stock

Nebius Group N.V. (NASDAQ:NBIS) Director Elena Bunina sold 6,250 shares of the stock in a transaction that occurred on Tuesday, April 14th. The stock was sold at an average price of $161.22, for a total value of $1,007,625.00. Following the completion of the transaction, the director directly owned 38,367 shares of the company’s stock, valued at $6,185,527.74. This represents a 14.01% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Elena Bunina also recently made the following trade(s):

• On Monday, April 13th, Elena Bunina sold 6,667 shares of Nebius Group stock. The shares were sold at an average price of $150.00, for a total value of $1,000,050.00.
• On Friday, April 10th, Elena Bunina sold 7,143 shares of Nebius Group stock. The shares were sold at an average price of $140.00, for a total value of $1,000,020.00.

Nebius Group Stock Down 0.9%

NBIS stock opened at $165.34 on Friday. Nebius Group N.V. has a twelve month low of $20.25 and a twelve month high of $168.71. The company has a quick ratio of 6.57, a current ratio of 3.08 and a debt-to-equity ratio of 0.89. The firm has a market cap of $41.63 billion, a PE ratio of -113.25 and a beta of 4.20. The business has a 50 day moving average of $109.91 and a 200 day moving average of $104.34.

Nebius Group (NASDAQ:NBIS) last posted its quarterly earnings data on Thursday, February 12th. The company reported ($0.69) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.42) by ($0.27). Nebius Group had a net margin of 19.02% and a negative return on equity of 11.70%. The company had revenue of $227.70 million for the quarter, compared to the consensus estimate of $246.05 million. On average, research analysts forecast that Nebius Group N.V. will post -1.1 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on NBIS. Bank of America began coverage on Nebius Group in a research report on Tuesday, March 24th. They set a “buy” rating and a $150.00 price objective for the company. DA Davidson raised their price objective on Nebius Group from $150.00 to $200.00 and gave the company a “buy” rating in a research report on Monday, March 16th. Citigroup began coverage on Nebius Group in a research report on Monday, March 16th. They set a “buy” rating and a $169.00 price objective for the company. BWS Financial raised their price objective on Nebius Group from $130.00 to $200.00 and gave the company a “buy” rating in a research report on Monday, March 16th. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of Nebius Group in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $154.75.

Trending Headlines about Nebius Group

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

• Positive Sentiment: Wall Street sees large upside for select AI infrastructure names, naming Nebius as an overlooked AI infrastructure play with potential to “soar 70% or more.” This frames NBIS as a thematic AI beneficiary and can attract momentum/sector flows. 2 AI Stocks Wall Street Says Could Soar 70% or More
• Positive Sentiment: Analyses and feature pieces highlight Nebius’ large AI pipeline (~$4B), capacity expansion and sizable deals (including Meta?related work), supporting revenue visibility and upside to growth expectations. These fundamental notes support longer?term bullish positioning. Nebius: The Compute Bottleneck Is Real
• Positive Sentiment: Momentum and bullish writeups (247WallSt, Zacks features, Yahoo/Quiver summaries) spotlight strong YTD gains, capacity buildouts and “AI connectivity” thematic demand — helping drive technical buying and increased retail/institutional interest. Up 93% in 2026, Does Nebius Stock Have More Room to Run?
• Neutral Sentiment: Wolfe Research initiated coverage with a “peer perform” rating — provides institutional validation but is not strongly directional. Wolfe Research coverage (Benzinga)
• Neutral Sentiment: Sector pieces repeatedly cite NBIS as a way to play GPU shortages and AI infrastructure; useful for thematic flows but not a company?specific catalyst. GPU Prices Are Surging—3 Ways to Play…
• Negative Sentiment: Multiple recent insider sales: Director Elena Bunina executed several Rule 10b5?1 sales (4/10, 4/13, 4/14) totaling sizable blocks, which can weigh on sentiment despite being pre?planned. SEC Form 4
• Negative Sentiment: CRO Marc Boroditsky sold 4,500 shares under a 10b5?1 plan on 4/15 (~$160.10 average), reducing insider holdings — another immediate sentiment headwind. SEC Form 4
• Negative Sentiment: Freedom Capital downgraded Nebius from “strong?buy” to “hold,” which can temper investor enthusiasm and reduce near?term momentum from some funds. Nebius Cut to Hold at Freedom Capital

Hedge Funds Weigh In On Nebius Group

A number of institutional investors and hedge funds have recently modified their holdings of the company. Orbis Allan Gray Ltd boosted its stake in shares of Nebius Group by 12.4% in the 2nd 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 during the last quarter. Fred Alger Management LLC lifted its position in Nebius Group by 33.4% during the third quarter. Fred Alger Management LLC now owns 10,132,279 shares of the company’s stock valued at $1,137,551,000 after purchasing an additional 2,536,832 shares in the last quarter. Jericho Capital Asset Management L.P. lifted its position in Nebius Group by 55.7% during the third quarter. Jericho Capital Asset Management L.P. now owns 4,607,497 shares of the company’s stock valued at $517,284,000 after purchasing an additional 1,648,497 shares in the last quarter. Morgan Stanley lifted its position in Nebius Group by 35.2% during the fourth quarter. Morgan Stanley now owns 3,704,659 shares of the company’s stock valued at $310,099,000 after purchasing an additional 964,984 shares in the last quarter. Finally, Clear Street Group Inc. lifted its position in Nebius Group by 95.0% during the fourth quarter. Clear Street Group Inc. now owns 3,511,656 shares of the company’s stock valued at $293,943,000 after purchasing an additional 1,710,924 shares in the last quarter. 21.90% of the stock is currently owned by hedge funds and other institutional investors.

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.