Clear Street Group Inc. Buys 1,710,924 Shares of Nebius Group N.V. $NBIS

Clear Street Group Inc. increased its stake in shares of Nebius Group N.V. (NASDAQ:NBIS) by 95.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,511,656 shares of the company’s stock after acquiring an additional 1,710,924 shares during the quarter. Nebius Group comprises approximately 1.1% of Clear Street Group Inc.’s portfolio, making the stock its 7th largest holding. Clear Street Group Inc.’s holdings in Nebius Group were worth $293,943,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Entropy Technologies LP purchased a new position in Nebius Group during the 4th quarter worth $1,852,000. Atlas Capital Advisors Inc. purchased a new position in Nebius Group during the 4th quarter worth $129,000. Kestra Advisory Services LLC grew its position in Nebius Group by 37.9% during the 4th quarter. Kestra Advisory Services LLC now owns 40,646 shares of the company’s stock worth $3,402,000 after purchasing an additional 11,173 shares during the last quarter. Parkside Financial Bank & Trust purchased a new position in Nebius Group during the 4th quarter worth $25,000. Finally, The Manufacturers Life Insurance Company purchased a new position in Nebius Group during the 4th quarter worth $6,585,000. 21.90% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the stock. Wolfe Research assumed coverage on shares of Nebius Group in a research report on Thursday, April 16th. They set a “peer perform” rating on the stock. Cantor Fitzgerald assumed coverage on shares of Nebius Group in a research report on Thursday, April 9th. They set an “overweight” rating and a $129.00 price objective on the stock. BWS Financial raised their price objective on shares of Nebius Group from $130.00 to $200.00 and gave the stock a “buy” rating in a research report on Monday, March 16th. Freedom Capital downgraded shares of Nebius Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Finally, DA Davidson downgraded shares of Nebius Group from a “buy” rating to a “neutral” rating and raised their price objective for the stock from $200.00 to $250.00 in a research report on Monday, May 18th. Nine analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $203.25.

Insiders Place Their Bets

In other news, Director Elena Bunina sold 10,894 shares of Nebius Group stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $206.87, for a total value of $2,253,641.78. Following the sale, the director owned 10,772 shares of the company’s stock, valued at $2,228,403.64. The trade was a 50.28% decrease in their ownership of the stock. The sale was disclosed in a legal 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, CFO Sanchez Maria Del Dado Alonso sold 1,509 shares of Nebius Group stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $276.20, for a total transaction of $416,785.80. Following the completion of the sale, the chief financial officer directly owned 12,672 shares in the company, valued at approximately $3,500,006.40. The trade was a 10.64% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 694,898 shares of company stock valued at $130,681,379.

Nebius Group News Summary

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”

Nebius Group Stock Up 4.6%

Shares of NASDAQ:NBIS opened at $232.36 on Friday. The company has a market cap of $58.79 billion, a price-to-earnings ratio of 74.96 and a beta of 4.03. The firm’s 50-day simple moving average is $184.47 and its 200-day simple moving average is $127.63. The company has a quick ratio of 8.33, a current ratio of 8.33 and a debt-to-equity ratio of 1.16. Nebius Group N.V. has a fifty-two week low of $43.89 and a fifty-two week high of $278.84.

Nebius Group (NASDAQ:NBIS) last issued its 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. The business 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 95.27% and a negative return on equity of 9.11%. The company’s revenue was up 684.0% on a year-over-year basis. As a group, equities research analysts predict that Nebius Group N.V. will post -1.91 earnings per share for the current year.

About Nebius Group

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.