IFP Advisors Inc Purchases 4,140 Shares of Nebius Group N.V. $NBIS

IFP Advisors Inc raised its position in Nebius Group N.V. (NASDAQ:NBIS) by 33.8% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 16,386 shares of the company’s stock after acquiring an additional 4,140 shares during the period. IFP Advisors Inc’s holdings in Nebius Group were worth $4,525,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Baird Financial Group Inc. acquired a new stake in Nebius Group in the 2nd quarter valued at $1,845,000. West Family Investments Inc. acquired a new position in Nebius Group during the second quarter worth $298,000. Waverly Advisors LLC raised its holdings in Nebius Group by 69.2% during the second quarter. Waverly Advisors LLC now owns 4,980 shares of the company’s stock worth $1,375,000 after buying an additional 2,036 shares during the last quarter. Corient Private Wealth LP lifted its stake in shares of Nebius Group by 47.5% in the second quarter. Corient Private Wealth LP now owns 10,388 shares of the company’s stock valued at $2,869,000 after buying an additional 3,344 shares in the last quarter. Finally, Amundi grew its holdings in shares of Nebius Group by 49.0% during the second quarter. Amundi now owns 2,002,187 shares of the company’s stock valued at $552,944,000 after buying an additional 658,233 shares during the last quarter. Institutional investors own 21.90% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently commented on NBIS. Zacks Research downgraded shares of Nebius Group from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 31st. Citizens Jmp raised their price target on shares of Nebius Group from $175.00 to $270.00 and gave the company a “market outperform” rating in a research report on Thursday, May 14th. Piper Sandler initiated coverage on Nebius Group in a report on Monday, August 3rd. They set a “neutral” rating and a $224.00 price objective for the company. BNP Paribas Exane began coverage on Nebius Group in a research note on Tuesday, June 2nd. They issued a “neutral” rating and a $255.00 price objective for the company. Finally, Freedom Capital upgraded Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $234.60.

Insider Transactions at Nebius Group

In other news, Director Charles Ryan sold 50,000 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $265.53, for a total value of $13,276,500.00. Following the transaction, the director owned 272,533 shares in the company, valued at $72,365,687.49. The trade was a 15.50% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Andrey Korolenko sold 33,871 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $235.45, for a total value of $7,974,926.95. Following the completion of the transaction, the insider directly owned 551,338 shares of the company’s stock, valued at approximately $129,812,532.10. This represents a 5.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 159,013 shares of company stock worth $39,216,975.

Nebius Group Stock Down 5.1%

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

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

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

About Nebius Group

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.