Nebius Group (NASDAQ:NBIS) Trading Up 27.1% – Should You Buy?

Nebius Group N.V. (NASDAQ:NBIS)’s share price rose 27.1% during mid-day trading on Thursday . The company traded as high as $195.89 and last traded at $188.43. Approximately 41,541,659 shares traded hands during mid-day trading, an increase of 143% from the average session volume of 17,067,096 shares. The stock had previously closed at $148.22.

Trending Headlines about Nebius Group

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

Analyst Upgrades and Downgrades

A number of research firms recently commented on NBIS. DA Davidson lowered shares of Nebius Group from a “buy” rating to a “neutral” rating and raised their price target for the stock from $200.00 to $250.00 in a research report on Monday, May 18th. Zacks Research raised shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Friday, July 17th. Wolfe Research started coverage on shares of Nebius Group in a research report on Thursday, April 16th. They set a “peer perform” rating on the stock. Wall Street Zen raised shares of Nebius Group from a “strong sell” rating to a “sell” rating in a report on Saturday, May 16th. Finally, Freedom Capital upgraded shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 20th. Three investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $222.15.

Nebius Group Trading Up 1.1%

The company has a market capitalization of $48.18 billion, a price-to-earnings ratio of 61.42 and a beta of 4.10. 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 firm has a fifty day moving average price of $225.50 and a 200-day moving average price of $159.89.

Nebius Group (NASDAQ:NBIS) last issued its quarterly earnings results on Thursday, May 14th. The company reported ($0.23) EPS for the quarter, topping analysts’ consensus estimates of ($0.81) by $0.58. 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 analysts’ expectations of $375.13 million. The company’s revenue was up 684.0% compared to the same quarter last year. As a group, equities analysts anticipate that Nebius Group N.V. will post -1.91 EPS for the current year.

Insider Transactions at Nebius Group

In other news, CRO Marc Boroditsky sold 10,776 shares of the company’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $276.20, for a total transaction of $2,976,331.20. Following the completion of the sale, the executive owned 26,886 shares of the company’s stock, valued at approximately $7,425,913.20. This represents a 28.61% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Arkadiy Volozh sold 46,627 shares of the stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total transaction of $10,978,327.15. Following the sale, the chief executive officer owned 821,662 shares in the company, valued at $193,460,317.90. This represents a 5.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 668,405 shares of company stock worth $140,422,170.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in NBIS. Confluence Investment Management LLC boosted its holdings in shares of Nebius Group by 2.0% in the 2nd quarter. Confluence Investment Management LLC now owns 2,475 shares of the company’s stock valued at $684,000 after purchasing an additional 48 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in shares of Nebius Group by 2.7% during the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,977 shares of the company’s stock worth $309,000 after buying an additional 79 shares in the last quarter. Wealth Alliance LLC raised its holdings in shares of Nebius Group by 1.6% during the 1st quarter. Wealth Alliance LLC now owns 5,008 shares of the company’s stock worth $520,000 after buying an additional 80 shares in the last quarter. Aspen Grove Capital LLC raised its holdings in shares of Nebius Group by 3.7% during the 1st quarter. Aspen Grove Capital LLC now owns 2,522 shares of the company’s stock worth $262,000 after buying an additional 89 shares in the last quarter. Finally, Allied Private Wealth LLC bought a new stake in shares of Nebius Group during the 2nd quarter worth $25,000. 21.90% of the stock is currently owned by institutional investors and hedge funds.

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.