Nebius Group (NASDAQ:NBIS) Trading 2.5% Higher – Still a Buy?

Shares of Nebius Group N.V. (NASDAQ:NBIS) shot up 2.5% during mid-day trading on Friday . The company traded as high as $224.65 and last traded at $223.54. Approximately 21,152,824 shares changed hands during mid-day trading, an increase of 19% from the average session volume of 17,816,359 shares. The stock had previously closed at $217.99.

Nebius Group News Summary

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

• Positive Sentiment: Nebius will raise pay-as-you-go rates for selected AI cloud services starting October 1. Nvidia H100 pricing is reportedly increasing from $3.85 to $4.50 per hour, while B300 pricing will rise from $7.85 to $9.50; the company is also raising rates for certain AMD CPUs. This is Nebius’ second price increase in three months and signals strong demand and pricing power. Nebius hikes AI cloud prices again as demand for computing power soars
• Positive Sentiment: Analysts and market commentary viewed the price hikes as evidence that AI-compute demand has not materially slowed, despite concerns about an AI spending pullback. Auction-based pricing, customer prepayments and shorter-term contracts could help Nebius recover data-center capital expenditures in less than two years and support faster expansion. Nebius Sees A Game-Changer With The Price Increases
• Positive Sentiment: The pricing news lifted sentiment across AI “neocloud” stocks, as investors interpreted higher GPU rental rates as proof that scarce Nvidia computing capacity continues to retain its value. Nebius Offers Fresh Clue About AI’s Spending Boom
• Neutral Sentiment: Nebius Chief Revenue Officer Marc Boroditsky sold 7,000 shares worth approximately $1.46 million, reducing his direct holdings by 58.33%. The transaction was executed under a pre-arranged Rule 10b5-1 plan, making it a limited standalone signal of insider sentiment. SEC Form 4 Filing
• Negative Sentiment: Despite the improved pricing outlook, Nebius remains a high-volatility, loss-making company with substantial capital requirements. Investors continue to worry about balance-sheet pressure, potential equity dilution and whether contracted demand can be converted into revenue before infrastructure spending strains liquidity. What’s Happening With NBIS Stock?

Analysts Set New Price Targets

A number of equities analysts have weighed in on the stock. Robert W. Baird upped their price objective on shares of Nebius Group from $250.00 to $340.00 and gave the company an “outperform” rating in a research report on Thursday, August 13th. Citigroup raised their price objective on shares of Nebius Group from $278.00 to $324.00 and gave the stock a “buy” rating in a report on Friday, August 14th. Wall Street Zen raised shares of Nebius Group from a “strong sell” rating to a “sell” rating in a report on Sunday, August 16th. DA Davidson restated a “neutral” rating and set a $175.00 price objective on shares of Nebius Group in a research report on Thursday, August 13th. Finally, Truist Financial upgraded Nebius Group to a “strong-buy” rating in a research note on Thursday, September 10th. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $242.79.

Nebius Group Stock Up 2.5%

The stock has a market cap of $56.56 billion, a P/E ratio of -7,448.85 and a beta of 4.23. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.82. The stock’s 50-day moving average is $212.01 and its 200-day moving average is $190.11.

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

Insider Buying and Selling at Nebius Group

In related news, CRO Marc Boroditsky sold 7,000 shares of the firm’s stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $209.08, for a total transaction of $1,463,560.00. Following the completion of the sale, the executive directly owned 5,000 shares in the company, valued at approximately $1,045,400. This trade represents a 58.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Danila Shtan sold 16,937 shares of the firm’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total value of $3,987,816.65. Following the sale, the chief technology officer directly owned 274,763 shares of the company’s stock, valued at approximately $64,692,948.35. This represents a 5.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 160,201 shares of company stock valued at $39,208,414.

Institutional Investors Weigh In On Nebius Group

Several hedge funds have recently bought and sold shares of the business. Allied Private Wealth LLC purchased a new stake in shares of Nebius Group in the second quarter worth approximately $25,000. Sarver Vrooman Wealth Advisors acquired a new stake in shares of Nebius Group in the 2nd quarter valued at $28,000. GoalVest Advisory LLC bought a new stake in shares of Nebius Group during the 2nd quarter worth about $28,000. N.E.W. Advisory Services LLC boosted its position in Nebius Group by 76.0% during the second quarter. N.E.W. Advisory Services LLC now owns 176 shares of the company’s stock worth $49,000 after purchasing an additional 76 shares during the period. Finally, Continuum Advisory LLC acquired a new position in Nebius Group in the 2nd quarter valued at $52,000. 21.90% of the stock is owned by hedge funds and other institutional investors.

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.