Nebius Group’s (NBIS) Buy Rating Reaffirmed at Rosenblatt Securities

Rosenblatt Securities reiterated their buy rating on shares of Nebius Group (NASDAQ:NBIS) in a report issued on Friday morning, MarketBeat.com reports. The brokerage currently has a $304.00 price objective on the stock.

Several other research analysts have also weighed in on NBIS. William Blair initiated coverage on shares of Nebius Group in a research note on Wednesday, September 30th. They set an “outperform” rating for the company. Freedom Capital raised shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Truist Financial upgraded shares of Nebius Group to a “strong-buy” rating in a report on Thursday, September 10th. Wall Street Zen raised shares of Nebius Group from a “strong sell” rating to a “sell” rating in a research report on Sunday, August 16th. Finally, Citigroup lowered their price objective on shares of Nebius Group from $324.00 to $265.00 and set a “buy” rating for the company in a research report on Wednesday, November 4th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $226.00.

Nebius Group Trading Down 9.9%

Shares of NASDAQ NBIS traded down $12.76 during mid-day trading on Friday, reaching $115.88. 48,495,762 shares of the company’s stock were exchanged, compared to its average volume of 27,146,022. The company’s 50-day moving average is $194.60 and its 200-day moving average is $178.67. 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 has a market capitalization of $29.32 billion, a price-to-earnings ratio of 373.82 and a beta of 4.63. Nebius Group has a 52-week low of $73.52 and a 52-week high of $299.86.

Nebius Group (NASDAQ:NBIS) last issued its quarterly earnings data on Thursday, November 12th. The company reported $0.30 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.72) by $1.02. The firm had revenue of $980.80 million for the quarter, compared to analyst estimates of $907.20 million. Nebius Group had a net margin of 6.56% and a negative return on equity of 2.92%. Analysts expect that Nebius Group will post -3.19 EPS for the current fiscal year.

Insider Transactions at Nebius Group

In related news, Director Wilson Boynton sold 333 shares of the company’s stock in a transaction that occurred on Thursday, October 29th. The shares were sold at an average price of $173.07, for a total transaction of $57,632.31. Following the sale, the director directly owned 403,189 shares of the company’s stock, valued at $69,779,920.23. This represents a 0.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Marc Boroditsky sold 7,000 shares of the stock in a transaction that occurred on Wednesday, November 11th. The stock was sold at an average price of $147.97, for a total transaction of $1,035,790.00. Following the sale, the executive owned 7,000 shares in the company, valued at approximately $1,035,790. This trade represents a 50.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have acquired 1,718 shares of company stock valued at $280,207 and have sold 110,527 shares valued at $24,492,959.

Hedge Funds Weigh In On Nebius Group

Several institutional investors have recently modified their holdings of NBIS. BlackRock Inc. increased its position 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 acquiring an additional 1,593,684 shares during the period. Situational Awareness LP acquired a new stake in shares of Nebius Group in the second quarter valued at $1,232,895,000. State Street Corp raised its stake in shares of Nebius Group by 16.2% in the second quarter. State Street Corp now owns 4,069,875 shares of the company’s stock valued at $1,123,977,000 after acquiring an additional 568,415 shares in the last quarter. Jennison Associates LLC boosted its holdings in Nebius Group by 134.3% in the second 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 in the second quarter valued at $1,012,097,322. Institutional investors and hedge funds own 21.90% of the company’s stock.

Nebius Group News Roundup

Here’s some of the latest news about NBIS:

• Positive Sentiment: Q3 revenue rose 571% to $980.8 million, beating expectations, and adjusted earnings also surpassed forecasts. Management said customer prepayments cover more than 100% of new capacity build-out costs, while it sees 2027 revenue of $12 billion to $13 billion. Q3 earnings beat
• Positive Sentiment: Truist and Rosenblatt reaffirmed Buy ratings, although both lowered their price targets. Rosenblatt rating
• Negative Sentiment: Management now expects 2026 revenue at the low end of its $3.0 billion–$3.4 billion range, citing delayed third-party data-center capacity that shifts some growth into 2027. Outlook and stock decline

Nebius Group Company Profile

Nebius Group is a technology company focused on building infrastructure for artificial intelligence. Its core business, Nebius, offers cloud computing services and access to accelerated computing resources designed to help developers and organizations train and run AI models. The company also has businesses in areas including data services for AI, autonomous mobility and online education. Based in Amsterdam, Nebius serves customers internationally and is developing data center and computing capacity to support its AI cloud services.