Nebius Group (NASDAQ:NBIS) Trading 4.6% Higher – Should You Buy?

Nebius Group N.V. (NASDAQ:NBIS) traded up 4.6% during trading on Friday . The stock traded as high as $243.59 and last traded at $232.36. 16,464,168 shares traded hands during mid-day trading, an increase of 2% from the average session volume of 16,088,307 shares. The stock had previously closed at $222.24.

More Nebius Group News

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

• Positive Sentiment: Nebius remains one of the AI infrastructure names getting attention after reports highlighted CEO Jensen Huang’s endorsement and pointed to fundamentals that support the bullish case, including strong demand and improving operating leverage. Nebius Is Up Nearly 175% This Year—Here’s What’s Driving The Latest Move Higher
• Positive Sentiment: Recent analysis said Nebius’ latest quarterly results and raised 2026 guidance show surging AI cloud demand, with revenue and ARR growth still very strong and margins improving. Nebius: Still A Buy, Just Not A Table-Pounding Buy
• Neutral Sentiment: Nebius was also included in a broader roundup of stocks being watched after the Nasdaq 100 reshuffle, which may keep the name in the spotlight but does not directly change the company’s fundamentals. Rocket Lab, CoreWeave, and 3 More Stocks That Are Joining the Nasdaq 100
• Neutral Sentiment: One article noted that Nebius and peer CoreWeave have recently lost some momentum as investors take profits and short interest rises, suggesting near-term volatility may continue. Here’s why Nebius and CoreWeave stocks have lost momentum lately
• Negative Sentiment: Jim Cramer said he would “let it come down,” reflecting a more cautious stance on Nebius and broader concern that high-flying tech stocks may no longer be leading the market cleanly. Jim Cramer on Nebius: “Let It Come Down”

Analysts Set New Price Targets

A number of equities research analysts recently commented on NBIS shares. Morgan Stanley upped their price target on shares of Nebius Group from $126.00 to $144.00 and gave the company an “equal weight” rating in a report on Thursday, May 14th. Compass Point started coverage on shares of Nebius Group in a report on Wednesday, February 18th. They set a “buy” rating and a $150.00 price target for the company. Bank of America upped their price target on shares of Nebius Group from $240.00 to $280.00 and gave the company a “buy” rating in a report on Monday. Freedom Capital lowered shares of Nebius Group from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Finally, Wolfe Research started coverage on shares of Nebius Group in a report on Thursday, April 16th. They set a “peer perform” rating for the company. Nine analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $203.25.

Nebius Group Price Performance

The company has a quick ratio of 8.33, a current ratio of 8.33 and a debt-to-equity ratio of 1.16. The firm has a fifty day moving average price of $181.86 and a two-hundred day moving average price of $126.89. The stock has a market capitalization of $58.79 billion, a P/E ratio of 74.96 and a beta of 4.03.

Nebius Group (NASDAQ:NBIS) last issued its quarterly earnings results on Thursday, May 14th. The company reported ($0.23) earnings per share for the quarter, beating the consensus estimate of ($0.77) by $0.54. Nebius Group had a negative return on equity of 9.11% and a net margin of 95.27%.The firm had revenue of $399.00 million during the quarter, compared to the consensus estimate of $375.13 million. Nebius Group’s revenue was up 684.0% compared to the same quarter last year. On average, analysts expect that Nebius Group N.V. will post -1.91 EPS for the current year.

Insider Buying and Selling

In related news, Director Elena Bunina sold 10,894 shares of Nebius Group stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $206.87, for a total value of $2,253,641.78. Following the completion of the sale, the director directly owned 10,772 shares in the company, valued at approximately $2,228,403.64. This trade represents a 50.28% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Danila Shtan sold 15,678 shares of Nebius Group stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $238.96, for a total value of $3,746,414.88. Following the completion of the sale, the chief technology officer owned 291,700 shares of the company’s stock, valued at $69,704,632. The trade was a 5.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 694,898 shares of company stock worth $130,681,379 in the last three months.

Institutional Investors Weigh In On Nebius Group

Large investors have recently made changes to their positions in the company. Parkside Financial Bank & Trust bought a new stake in shares of Nebius Group during the 4th quarter valued at about $25,000. Root Financial Partners LLC bought a new stake in shares of Nebius Group during the 4th quarter valued at about $26,000. SHP Wealth Management bought a new stake in shares of Nebius Group during the 4th quarter valued at about $26,000. Sound Income Strategies LLC grew its stake in shares of Nebius Group by 62.5% during the 1st quarter. Sound Income Strategies LLC now owns 260 shares of the company’s stock valued at $27,000 after purchasing an additional 100 shares during the period. Finally, Blue Trust Inc. grew its stake in shares of Nebius Group by 73.8% during the 4th quarter. Blue Trust Inc. now owns 332 shares of the company’s stock valued at $28,000 after purchasing an additional 141 shares during the period. 21.90% of the stock is currently owned by 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.