Nebius Group N.V. (NASDAQ:NBIS) Receives $142.38 Consensus Target Price from Analysts

Shares of Nebius Group N.V. (NASDAQ:NBIS) have received a consensus rating of “Moderate Buy” from the ten brokerages that are presently covering the stock, MarketBeat reports. One analyst has rated the stock with a sell recommendation, one has given a hold recommendation, six have given a buy recommendation and two have assigned a strong buy recommendation to the company. The average 1 year price objective among brokerages that have covered the stock in the last year is $142.3750.

NBIS has been the subject of a number of recent research reports. Morgan Stanley initiated coverage on shares of Nebius Group in a research note on Thursday, January 15th. They issued an “equal weight” rating and a $126.00 price objective for the company. DA Davidson reissued a “buy” rating and issued a $150.00 target price on shares of Nebius Group in a research note on Wednesday, November 12th. Wall Street Zen lowered shares of Nebius Group from a “hold” rating to a “sell” rating in a research report on Saturday, November 15th. Freedom Capital upgraded shares of Nebius Group to a “strong-buy” rating in a research note on Tuesday, February 3rd. Finally, Weiss Ratings lowered Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, January 15th.

Institutional Trading of Nebius Group

A number of large investors have recently bought and sold shares of NBIS. Harbor Advisors LLC grew its holdings in Nebius Group by 0.4% during the 3rd quarter. Harbor Advisors LLC now owns 27,600 shares of the company’s stock worth $3,099,000 after acquiring an additional 100 shares during the last quarter. Calton & Associates Inc. grew its stake in shares of Nebius Group by 2.7% during the fourth quarter. Calton & Associates Inc. now owns 4,774 shares of the company’s stock valued at $400,000 after purchasing an additional 124 shares during the last quarter. SOA Wealth Advisors LLC. grew its stake in shares of Nebius Group by 38.5% during the third quarter. SOA Wealth Advisors LLC. now owns 450 shares of the company’s stock valued at $51,000 after purchasing an additional 125 shares during the last quarter. Keybank National Association OH increased its holdings in shares of Nebius Group by 5.7% in the fourth quarter. Keybank National Association OH now owns 2,584 shares of the company’s stock valued at $216,000 after purchasing an additional 140 shares in the last quarter. Finally, Blue Trust Inc. increased its holdings in shares of Nebius Group by 73.8% in the fourth quarter. Blue Trust Inc. now owns 332 shares of the company’s stock valued at $28,000 after purchasing an additional 141 shares in the last quarter. 21.90% of the stock is currently owned by institutional investors.

More Nebius Group News

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

• Positive Sentiment: Q4 showed extraordinary top-line growth (reported ~+547% YoY; AI cloud revenue much higher), underscoring strong demand from hyperscalers and enterprise AI customers — a core reason bulls are buying the stock. Nebius: In Energy We Trust
• Positive Sentiment: Acquisition and product moves (Tavily deal) boost Nebius’ agentic AI/search capabilities and strengthen its AI software stack, improving monetization potential for rented GPU capacity. Nebius Targets Fast-Growing Agentic AI Market With Tavily Acquisition
• Positive Sentiment: Management reiterated aggressive FY2026 targets (large revenue range and connected-power goals, plus long-term margin targets), which supports upside if Nebius hits capacity milestones. Nebius Group Stock: Build, Sell, Repeat
• Neutral Sentiment: Multiple retail/investment outlets are listing NBIS among AI-infrastructure picks, keeping investor interest high but not a direct catalyst. 5 Best Artificial Intelligence Stocks to Buy in February
• Neutral Sentiment: The full earnings call and transcripts are available for deeper read; management comments clarify ramp timing and contract structure but contain both encouragement and caveats. Earnings Call Transcript
• Negative Sentiment: Q4 missed consensus on revenue ($227.7M vs. ~$246M expected) and EPS (reported -$0.69 vs. -$0.42 est.), prompting near-term profit-taking. Q4 Earnings Miss
• Negative Sentiment: Capital spending surged on GPUs and data center builds, and management cites energy/grid/connectivity as a gating factor — execution delays or higher financing/dilution risk could push out monetization of contracted capacity. Capex Surge / GPU & Data Center Expenses
• Negative Sentiment: Analyst views are mixed and short interest is notable — these factors increase volatility and mean upside depends on timely capacity hookups and execution. Analysts’ Opinions Are Mixed

Nebius Group Trading Up 9.2%

Shares of NASDAQ:NBIS opened at $98.01 on Wednesday. The firm has a market capitalization of $24.68 billion, a PE ratio of -127.29 and a beta of 3.90. Nebius Group has a 1-year low of $18.31 and a 1-year high of $141.10. The business’s 50 day moving average is $92.41 and its 200-day moving average is $93.10.

Nebius Group (NASDAQ:NBIS) last issued its earnings results on Thursday, February 12th. The company reported ($0.69) EPS for the quarter, missing analysts’ consensus estimates of ($0.42) by ($0.27). Nebius Group had a net margin of 19.02% and a negative return on equity of 12.22%. The firm had revenue of $227.70 million during the quarter, compared to analyst estimates of $246.05 million. On average, sell-side analysts predict that Nebius Group will post -1.1 EPS 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.