Nebius Group (NASDAQ:NBIS) Shares Gap Up – What’s Next?

Shares of Nebius Group N.V. (NASDAQ:NBIS) gapped up prior to trading on Thursday . The stock had previously closed at $191.82, but opened at $211.74. Nebius Group shares last traded at $220.7590, with a volume of 6,454,895 shares trading hands.

Trending Headlines about Nebius Group

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

• Positive Sentiment: Nebius announced a major partnership with Bloom Energy to power its AI data centers with behind-the-meter fuel cells, a move that helps address one of the biggest bottlenecks in AI infrastructure: reliable electricity. Article Title
• Positive Sentiment: Investors are also reacting to Nebius’ strong Q1 update, which showed revenue up sharply year over year and support for management’s aggressive 2026 growth outlook, reinforcing the company’s role as a high-growth AI cloud beneficiary. Article Title
• Positive Sentiment: Reports that Citi lifted its price target to a Street-high $287 have added to bullish sentiment around the stock and suggest analysts see more upside after the earnings beat. Article Title
• Neutral Sentiment: Coverage tied to Nvidia’s latest filings and broader AI stock chatter is keeping Nebius in the spotlight, but the connection is more about investor attention than a direct fundamental catalyst. Article Title
• Neutral Sentiment: Chief Revenue Officer Marc Boroditsky sold shares in a pre-arranged 10b5-1 plan, which is routine insider activity but can still add to near-term investor caution. Article Title
• Negative Sentiment: Some traders are betting against Nebius despite its growth, reflecting concern that the valuation may be too rich for a company still in heavy buildout mode. Article Title
• Negative Sentiment: Competition is intensifying after Google and Blackstone unveiled a major AI cloud venture, raising the risk of more capital-rich rivals pressuring pricing and market share for Nebius. Article Title

Wall Street Analyst Weigh In

NBIS has been the subject of a number of analyst reports. Cantor Fitzgerald initiated coverage on Nebius Group in a report on Thursday, April 9th. They issued an “overweight” rating and a $129.00 price target for the company. Compass Point initiated coverage on Nebius Group in a report on Wednesday, February 18th. They issued a “buy” rating and a $150.00 price target for the company. Weiss Ratings raised Nebius Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, April 27th. Bank of America increased their price target on Nebius Group from $175.00 to $205.00 and gave the company a “buy” rating in a report on Monday, May 11th. Finally, BWS Financial increased their price target on Nebius Group from $130.00 to $200.00 and gave the company a “buy” rating in a report on Monday, March 16th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $182.75.

Nebius Group Trading Up 17.1%

The company has a debt-to-equity ratio of 1.16, a quick ratio of 8.33 and a current ratio of 8.33. The business has a fifty day simple moving average of $144.27 and a 200 day simple moving average of $112.51. The company has a market cap of $56.82 billion, a P/E ratio of 72.40 and a beta of 4.03.

Nebius Group (NASDAQ:NBIS) last released its earnings results on Thursday, May 14th. The company reported ($0.23) EPS for the quarter, topping analysts’ consensus estimates of ($0.77) by $0.54. Nebius Group had a negative return on equity of 9.11% and a net margin of 95.27%.The company had revenue of $399.00 million for the quarter, compared to the consensus estimate of $375.13 million. The company’s quarterly revenue was up 684.0% on a year-over-year basis. Analysts anticipate that Nebius Group N.V. will post -2.33 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director Elena Bunina sold 10,894 shares of the firm’s stock in a transaction that occurred on Wednesday, May 13th. The stock was 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 approximately $2,228,403.64. This trade represents a 50.28% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Marc Boroditsky sold 4,500 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $217.55, for a total value of $978,975.00. Following the completion of the sale, the executive directly owned 37,662 shares in the company, valued at approximately $8,193,368.10. This trade represents a 10.67% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 661,835 shares of company stock valued at $122,524,959.

Institutional Trading of Nebius Group

Several hedge funds have recently made changes to their positions in NBIS. State Street Corp lifted its holdings in shares of Nebius Group by 2,391.3% in the 4th quarter. State Street Corp now owns 3,219,326 shares of the company’s stock worth $269,474,000 after purchasing an additional 3,090,103 shares during the last quarter. Capital Research Global Investors acquired a new stake in Nebius Group in the 4th quarter valued at approximately $231,635,000. Fred Alger Management LLC increased its position in Nebius Group by 33.4% in the 3rd quarter. Fred Alger Management LLC now owns 10,132,279 shares of the company’s stock valued at $1,137,551,000 after acquiring an additional 2,536,832 shares during the period. Accel Leaders 3 Associates L.P. acquired a new stake in Nebius Group in the 4th quarter valued at approximately $188,496,000. Finally, Qube Research & Technologies Ltd acquired a new stake in Nebius Group in the 3rd quarter valued at approximately $238,511,000. Institutional investors own 21.90% of the company’s stock.

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.