Western Wealth Management LLC Purchases Shares of 2,820 Nebius Group N.V. $NBIS

Western Wealth Management LLC purchased a new stake in shares of Nebius Group N.V. (NASDAQ:NBIS) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 2,820 shares of the company’s stock, valued at approximately $293,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its holdings in Nebius Group by 2.7% in the 1st 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 buying an additional 79 shares in the last quarter. Wealth Alliance LLC raised its stake in Nebius Group by 1.6% during the 1st quarter. Wealth Alliance LLC now owns 5,008 shares of the company’s stock valued at $520,000 after acquiring an additional 80 shares in the last quarter. Aspen Grove Capital LLC boosted its position in Nebius Group by 3.7% during the 1st quarter. Aspen Grove Capital LLC now owns 2,522 shares of the company’s stock worth $262,000 after acquiring an additional 89 shares during the period. WPG Advisers LLC boosted 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 acquiring an additional 98 shares during the period. Finally, Vermillion Wealth Management Inc. grew its stake in shares of Nebius Group by 20.0% in the first quarter. Vermillion Wealth Management Inc. now owns 600 shares of the company’s stock worth $62,000 after purchasing an additional 100 shares in the last quarter. 21.90% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Piper Sandler assumed coverage on Nebius Group in a report on Monday, August 3rd. They set a “neutral” rating and a $224.00 price target on the stock. Weiss Ratings downgraded shares of Nebius Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday. Wall Street Zen upgraded shares of Nebius Group from a “strong sell” rating to a “sell” rating in a research report on Sunday. Zacks Research cut shares of Nebius Group from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 31st. Finally, DA Davidson reissued a “neutral” rating and set a $175.00 target price on shares of Nebius Group in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $226.00.

Insider Transactions at Nebius Group

In other Nebius Group news, Director John Wilson Iv Boynton sold 5,812 shares of the company’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $253.29, for a total value of $1,472,121.48. Following the completion of the sale, the director directly owned 378,665 shares of the company’s stock, valued at approximately $95,912,057.85. This represents a 1.51% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Arkadiy Volozh sold 46,627 shares of the company’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $235.45, for a total transaction of $10,978,327.15. Following the completion of the sale, the chief executive officer directly owned 821,662 shares of the company’s stock, valued at $193,460,317.90. The trade was a 5.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 136,310 shares of company stock valued at $32,569,613 in the last quarter.

Nebius Group Stock Up 8.8%

NBIS opened at $277.58 on Friday. Nebius Group N.V. has a one year low of $62.01 and a one year high of $299.86. The company has a debt-to-equity ratio of 0.82, a quick ratio of 8.33 and a current ratio of 4.03. The stock’s fifty day moving average is $222.53 and its 200-day moving average is $168.13. The company has a market capitalization of $70.23 billion, a PE ratio of -9,249.58 and a beta of 4.23.

Nebius Group (NASDAQ:NBIS) last announced its earnings results on Wednesday, August 12th. The company reported ($0.12) earnings per share for the quarter, beating the consensus estimate of ($0.67) by $0.55. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%.The business had revenue of $582.30 million during the quarter, compared to analysts’ expectations of $567.91 million. During the same quarter last year, the business posted $2.38 earnings per share. The company’s quarterly revenue was up 454% on a year-over-year basis. On average, equities analysts predict that Nebius Group N.V. will post -3.91 EPS for the current fiscal year.

Key Headlines Impacting Nebius Group

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

• Positive Sentiment: Exceptional quarterly growth: Nebius reported revenue of $582.3 million, up 454% year over year, while adjusted EBITDA reached $236 million and annualized revenue run rate approached $3 billion. Its AI Cloud segment grew 514%, exceeding many investor expectations. Nebius Group Q2 2026 Earnings Call Highlights
• Positive Sentiment: Large contracts and expanding capacity: Four AI infrastructure contracts reportedly exceed $1 billion in total value, helping push the contracted power target to 5 gigawatts and supporting a backlog of more than $40 billion. Investors see this as improving multiyear revenue visibility. Nebius Is Up After Multi-Billion AI Cloud Wins
• Positive Sentiment: Analyst optimism: Citigroup raised its target to $324 and maintained a buy rating, while Bank of America lifted its target to $310 and Robert W. Baird raised its target to $340 with an outperform rating. Northland Securities also reiterated its buy rating. Northland Securities Reiterates Buy Rating
• Positive Sentiment: UK expansion and trading momentum: Nebius is deploying NVIDIA-powered infrastructure at Vantage Data Centers’ Newport, Wales campus, expanding access to domestic UK AI compute. A reported “Power Inflow” order-flow signal also attracted momentum traders. Vantage and Nebius Expand UK AI Infrastructure
• Neutral Sentiment: Execution remains central: A capacity auction cleared above prior pricing records, and customer prepayments may fund a substantial portion of planned capital expenditures. These developments improve funding flexibility but increase expectations for timely capacity delivery and sustained premium pricing. Nebius Q3 Auction Broke Its Price Ceiling
• Negative Sentiment: Valuation and balance-sheet risks: Critics argue that Nebius is priced for very strong execution, while debt, asset depreciation and capital intensity could pressure long-term returns. Michael Burry’s reported short position and DA Davidson’s $175 neutral target add a bearish counterpoint. The Neoclouds Are a Trade, Not an Investment

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.