Nebius Group (NASDAQ:NBIS) Stock Price Expected to Rise, Morgan Stanley Analyst Says

Nebius Group (NASDAQ:NBIS) had its target price hoisted by equities research analysts at Morgan Stanley from $126.00 to $144.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has an “equal weight” rating on the stock. Morgan Stanley’s price objective indicates a potential downside of 36.18% from the company’s current price.

A number of other research analysts also recently commented on the stock. Bank of America increased their target price on shares of Nebius Group from $175.00 to $205.00 and gave the company a “buy” rating in a research report on Monday. DA Davidson increased their target price on shares of Nebius Group from $200.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday. BWS Financial increased their target price on shares of Nebius Group from $130.00 to $200.00 and gave the company a “buy” rating in a research report on Monday, March 16th. Wolfe Research assumed coverage on shares of Nebius Group in a research report on Thursday, April 16th. They issued a “peer perform” rating on the stock. Finally, Compass Point assumed coverage on shares of Nebius Group in a research report on Wednesday, February 18th. They issued a “buy” rating and a $150.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, Nebius Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $172.92.

Nebius Group Stock Up 8.9%

Shares of NASDAQ NBIS traded up $18.38 during mid-day trading on Thursday, reaching $225.65. The company had a trading volume of 21,433,948 shares, compared to its average volume of 15,680,391. The company has a current ratio of 3.08, a quick ratio of 3.08 and a debt-to-equity ratio of 0.89. The firm has a 50 day simple moving average of $132.95 and a two-hundred day simple moving average of $109.58. The stock has a market cap of $57.09 billion, a P/E ratio of -154.55 and a beta of 4.03. Nebius Group has a 52-week low of $34.72 and a 52-week high of $233.73.

Nebius Group (NASDAQ:NBIS) last posted its earnings results on Wednesday, May 13th. The company reported ($0.23) EPS for the quarter, beating analysts’ consensus estimates of ($0.77) by $0.54. The firm had revenue of $399.00 million for the quarter, compared to the consensus estimate of $375.13 million. Nebius Group had a net margin of 19.02% and a negative return on equity of 11.71%. The firm’s revenue for the quarter was up 684.0% compared to the same quarter last year. Sell-side analysts predict that Nebius Group will post -2.44 earnings per share for the current year.

Insider Activity at Nebius Group

In other Nebius Group news, Director Elena Bunina sold 10,819 shares of the firm’s stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $184.86, for a total transaction of $2,000,000.34. Following the transaction, the director directly owned 21,666 shares of the company’s stock, valued at approximately $4,005,176.76. This trade represents a 33.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Arkadiy Volozh sold 33,358 shares of the firm’s stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $103.73, for a total transaction of $3,460,225.34. Following the transaction, the chief executive officer directly owned 868,289 shares in the company, valued at $90,067,617.97. The trade was a 3.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 146,441 shares of company stock worth $17,672,342 in the last three months.

Institutional Trading of Nebius Group

Several hedge funds and other institutional investors have recently made changes to their positions in NBIS. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in Nebius Group by 2.7% during the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,977 shares of the company’s stock worth $309,000 after purchasing an additional 79 shares in the last quarter. Aspen Grove Capital LLC boosted its holdings in Nebius Group by 3.7% in the 1st quarter. Aspen Grove Capital LLC now owns 2,522 shares of the company’s stock valued at $262,000 after purchasing an additional 89 shares in the last quarter. WPG Advisers LLC increased its position in Nebius Group by 3.6% during the 1st quarter. WPG Advisers LLC now owns 2,799 shares of the company’s stock worth $290,000 after purchasing an additional 98 shares during the period. Harbor Advisors LLC raised its stake in shares of Nebius Group by 0.4% during the 3rd quarter. Harbor Advisors LLC now owns 27,600 shares of the company’s stock worth $3,099,000 after buying an additional 100 shares in the last quarter. Finally, Vermillion Wealth Management Inc. raised its stake in shares of Nebius Group by 20.0% during the 1st quarter. Vermillion Wealth Management Inc. now owns 600 shares of the company’s stock worth $62,000 after buying an additional 100 shares in the last quarter. Hedge funds and other institutional investors own 21.90% of the company’s stock.

More Nebius Group News

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

• Positive Sentiment: Nebius posted first-quarter results that beat expectations, including revenue of $399 million, up 684% year over year, and a smaller-than-expected loss per share. The company also said adjusted EBITDA turned positive, signaling improving operating leverage. Nebius reports first quarter 2026 financial results
• Positive Sentiment: Management confirmed strong demand for GPU compute and AI cloud services, while also securing up to 1.2 GW of power and land for a new Pennsylvania AI factory, reinforcing the company’s long-term expansion plans. Nebius reports first quarter 2026 financial results
• Positive Sentiment: Several analysts raised price targets after the earnings release, including Citizens JMP to $270 from $175 and DA Davidson to $250 from $200, both reflecting confidence in Nebius’ AI growth and execution. Nebius Group Analysts Increase Their Forecasts Following Q1 Earnings
• Positive Sentiment: Nebius began construction on its flagship AI factory in Missouri, and it also expanded its AI inference stack by adding Clarifai’s core team and licensing inference technology, both of which strengthen the platform’s long-term monetization potential. Nebius Group (NBIS) Begins Construction On Missouri AI Factory
• Neutral Sentiment: The stock’s sharp move also appears to be aided by technical momentum, with shares breaking to fresh highs after clearing key levels following the earnings report. Nebius stock soars past key technical levels to fresh 52-week high
• Negative Sentiment: Capex was higher than expected as Nebius continues investing heavily in GPUs and data center hardware, which could pressure near-term cash flow and keep profitability volatile despite the strong growth outlook. Nebius reports higher quarterly capex on AI cloud expansion

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.