VectorGlobal IAG Inc. Takes Position in Nebius Group N.V. $NBIS

VectorGlobal IAG Inc. acquired a new position in shares of Nebius Group N.V. (NASDAQ:NBIS) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,442 shares of the company’s stock, valued at approximately $461,000.

Other hedge funds have also modified their holdings of the company. Parkside Financial Bank & Trust acquired a new stake in Nebius Group in the 4th quarter valued at approximately $25,000. Root Financial Partners LLC acquired a new position in Nebius Group during the 4th quarter worth approximately $26,000. SHP Wealth Management acquired a new position in Nebius Group during the 4th quarter worth approximately $26,000. Sound Income Strategies LLC grew its stake in shares of Nebius Group by 62.5% during the 1st quarter. Sound Income Strategies LLC now owns 260 shares of the company’s stock worth $27,000 after acquiring an additional 100 shares in the last quarter. Finally, Blue Trust Inc. grew its stake in shares of Nebius Group by 73.8% during the 4th quarter. Blue Trust Inc. now owns 332 shares of the company’s stock worth $28,000 after acquiring an additional 141 shares in the last quarter. 21.90% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Nebius Group

In other Nebius Group news, CTO Danila Shtan sold 16,937 shares of the stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $235.45, for a total value of $3,987,816.65. Following the completion of the sale, the chief technology officer owned 274,763 shares in the company, valued at $64,692,948.35. This trade represents a 5.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Andrey Korolenko sold 500,000 shares of Nebius Group stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $203.24, for a total transaction of $101,620,000.00. Following the completion of the transaction, the insider directly owned 585,209 shares of the company’s stock, valued at approximately $118,937,877.16. This trade represents a 46.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 662,523 shares of company stock valued at $139,422,230 in the last 90 days.

Analyst Upgrades and Downgrades

NBIS has been the topic of a number of research reports. Robert W. Baird began coverage on shares of Nebius Group in a research report on Wednesday, July 22nd. They issued an “outperform” rating and a $250.00 price objective on the stock. DA Davidson downgraded shares of Nebius Group from a “buy” rating to a “neutral” rating and raised their target price for the company from $200.00 to $250.00 in a research report on Monday, May 18th. Morgan Stanley lifted their price target on shares of Nebius Group from $126.00 to $144.00 and gave the company an “equal weight” rating in a research note on Thursday, May 14th. Wall Street Zen raised shares of Nebius Group from a “strong sell” rating to a “sell” rating in a research report on Saturday, May 16th. Finally, Cantor Fitzgerald initiated coverage on shares of Nebius Group in a research report on Thursday, April 9th. They set an “overweight” rating and a $129.00 price target on the stock. Three research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, Nebius Group has an average rating of “Moderate Buy” and a consensus price target of $222.15.

Key Nebius Group News

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

• Positive Sentiment: A major AI contract and Nebius’ Nvidia-powered infrastructure helped drive renewed investor enthusiasm, reinforcing the company’s growth opportunity in AI cloud services. Why Nebius Stock Popped Today
• Positive Sentiment: Nebius reported that a Vera Rubin compute rack is operational at its Mäntsälä, Finland, data center. The milestone gives investors tangible evidence that the company is bringing next-generation AI capacity online. Nebius stock soars on achieving an incremental milestone
• Positive Sentiment: Strength across AI infrastructure stocks—including Nebius, CoreWeave and Oracle—has supported a sector-wide rebound, with investors viewing forced selling and deleveraging as potentially creating a new entry point. Nebius Soars, CoreWeave Jumps and Oracle Climbs
• Positive Sentiment: Nebius’ approximately $775 million senior secured debt facility, backed by deployed GPUs and contracted cash flows, provides financing for additional global expansion. Its oversubscription suggests lender confidence, though it also increases the importance of future cash-flow execution. Nebius and its $775 million debt facility
• Neutral Sentiment: Reports that Meta could commit substantial spending to CoreWeave and Nebius highlight potentially significant customer demand, but Meta may eventually build competing infrastructure, creating a longer-term competitive risk. Meta could spend $62 billion with CoreWeave and Nebius
• Neutral Sentiment: Nebius’ sustainability report outlines efforts to manage the rising energy and water demands associated with scaling toward multiple gigawatts of computing capacity. The report is strategically relevant but is unlikely to be a major near-term earnings catalyst. Nebius publishes 2025 Sustainability Report
• Negative Sentiment: Despite the rally, analysts note that recent earnings-estimate revision trends may not support continued near-term gains. Investors are also weighing whether Nebius’ premium valuation and heavy infrastructure spending already reflect much of its AI growth potential. Strength Seen in Nebius Group

Nebius Group Price Performance

NASDAQ:NBIS opened at $190.41 on Monday. The firm has a market capitalization of $48.18 billion, a price-to-earnings ratio of 61.42 and a beta of 4.23. Nebius Group N.V. has a twelve month low of $50.10 and a twelve month high of $299.86. The stock’s 50 day moving average price is $225.50 and its two-hundred day moving average price is $160.26. 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 (NASDAQ:NBIS) last announced its quarterly earnings data on Thursday, May 14th. The company reported ($0.23) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.81) by $0.58. The company had revenue of $399.00 million for the quarter, compared to analysts’ expectations of $375.13 million. Nebius Group had a negative return on equity of 9.11% and a net margin of 95.27%.The business’s quarterly revenue was up 684.0% on a year-over-year basis. Equities research analysts expect that Nebius Group N.V. will post -1.91 earnings per share for the current fiscal year.

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.