Truist Financial Upgrades Nebius Group (NASDAQ:NBIS) to “Strong-Buy”

Nebius Group (NASDAQ:NBIS) was upgraded by investment analysts at Truist Financial to a “strong-buy” rating in a research note issued to investors on Thursday, Zacks reports.

A number of other equities analysts have also recently issued reports on NBIS. Morgan Stanley increased their target price on Nebius Group from $126.00 to $144.00 and gave the stock an “equal weight” rating in a report on Thursday, May 14th. Bank of America boosted their price target on shares of Nebius Group from $240.00 to $280.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Citizens Jmp raised their price objective on shares of Nebius Group from $175.00 to $270.00 and gave the company a “market outperform” rating in a research note on Thursday, May 14th. Citigroup lifted their price objective on shares of Nebius Group from $278.00 to $324.00 and gave the company a “buy” rating in a report on Friday, August 14th. Finally, Piper Sandler started coverage on shares of Nebius Group in a report on Monday, August 3rd. They set a “neutral” rating and a $224.00 price objective for the company. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Nebius Group presently has an average rating of “Moderate Buy” and an average price target of $234.60.

Nebius Group Stock Down 5.1%

NBIS stock opened at $228.11 on Thursday. The stock’s 50 day simple moving average is $211.71 and its 200 day simple moving average is $186.12. The company has a market cap of $57.72 billion, a P/E ratio of -7,601.13 and a beta of 4.23. The company has a debt-to-equity ratio of 0.82, a quick ratio of 4.03 and a current ratio of 4.03. Nebius Group has a fifty-two week low of $73.52 and a fifty-two week high of $299.86.

Nebius Group (NASDAQ:NBIS) last announced its quarterly earnings data on Thursday, August 13th. The company reported ($0.12) EPS for the quarter, beating analysts’ consensus estimates of ($0.67) by $0.55. The firm had revenue of $582.30 million during the quarter, compared to analysts’ expectations of $567.91 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%.The company’s revenue for the quarter was up 454% compared to the same quarter last year. During the same quarter last year, the firm posted $2.38 earnings per share. On average, research analysts expect that Nebius Group will post -3.76 earnings per share for the current fiscal year.

Insider Buying and Selling at Nebius Group

In other Nebius Group news, CFO Sanchez Maria Del Dado Alonso sold 470 shares of the firm’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $196.00, for a total transaction of $92,120.00. Following the transaction, the chief financial officer directly owned 12,202 shares in the company, valued at approximately $2,391,592. This trade represents a 3.71% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director John Wilson Iv Boynton sold 5,296 shares of Nebius Group stock in a transaction on Friday, August 14th. The stock was sold at an average price of $270.99, for a total transaction of $1,435,163.04. Following the transaction, the director directly owned 415,844 shares in the company, valued at $112,689,565.56. This represents a 1.26% 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 have sold a total of 159,013 shares of company stock valued at $39,216,975 in the last three months.

Institutional Trading of Nebius Group

Several institutional investors have recently made changes to their positions in NBIS. Allied Private Wealth LLC purchased a new stake in shares of Nebius Group in the second quarter valued at about $25,000. Parkside Financial Bank & Trust bought a new stake in Nebius Group in the 4th quarter worth about $25,000. Root Financial Partners LLC bought a new stake in Nebius Group in the 4th quarter worth about $26,000. SHP Wealth Management bought a new stake in Nebius Group in the 4th quarter worth about $26,000. Finally, Sound Income Strategies LLC increased its stake in Nebius Group by 62.5% in the 1st quarter. Sound Income Strategies LLC now owns 260 shares of the company’s stock valued at $27,000 after buying an additional 100 shares during the last quarter. Institutional investors own 21.90% of the company’s stock.

Nebius Group News Roundup

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

• Positive Sentiment: Palantir selected Nebius as its preferred sovereign AI infrastructure partner. The relationship combines Palantir’s software with Nebius’ GPU data centers and could expand enterprise demand, accelerate capacity deployment and support modular data centers near available power. Sovereign AI: Palantir and Nebius Cut the Cloud Cord
• Positive Sentiment: Truist initiated coverage with a Buy rating and a $355 price target, implying substantial upside from the referenced share price. The initiation adds fresh institutional support to the stock.
• Positive Sentiment: Nebius reportedly auctioned Blackwell GPU capacity at its highest pricing yet, while management indicated it could sell its 2027 capacity but is deliberately limiting commitments. That points to strong demand and potential pricing power. Should You Grab Nebius In Anticipation of Full Capacity Pricing?
• Positive Sentiment: An optimistic analysis highlights multiyear AI-cloud contracts averaging more than $1 billion, customer prepayments covering roughly 50%–60% of related capacity spending and premium B200 pricing. These factors could improve cash conversion and shorten infrastructure payback periods. Nebius Stock Is Actually Cheap

Nebius Group Company Profile

Nebius Group N.V. (NASDAQ: NBIS) is a technology company focused on artificial intelligence infrastructure and related services. Its principal business is Nebius AI, a cloud platform that provides computing, storage, networking and managed infrastructure designed to support the development and deployment of AI applications, including access to accelerated computing resources.

The company also operates or develops businesses in adjacent technology markets. These include Toloka, which provides data and evaluation services for machine-learning systems; TripleTen, an online education platform offering technology-focused training; and Avride, a developer of autonomous driving and delivery technologies.