Meadowbrook Wealth Management LLC Acquires 2,883 Shares of Nebius Group N.V. $NBIS

Meadowbrook Wealth Management LLC lifted its stake in Nebius Group N.V. (NASDAQ:NBIS) by 15.6% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 21,390 shares of the company’s stock after purchasing an additional 2,883 shares during the quarter. Nebius Group accounts for 6.4% of Meadowbrook Wealth Management LLC’s portfolio, making the stock its 3rd largest position. Meadowbrook Wealth Management LLC’s holdings in Nebius Group were worth $5,907,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in NBIS. Orbis Allan Gray Ltd increased its stake in Nebius Group by 12.4% in the 2nd quarter. Orbis Allan Gray Ltd now owns 17,651,930 shares of the company’s stock valued at $976,681,000 after buying an additional 1,949,708 shares during the period. Morgan Stanley boosted its stake in shares of Nebius Group by 35.2% during the 4th quarter. Morgan Stanley now owns 3,704,659 shares of the company’s stock valued at $310,099,000 after buying an additional 964,984 shares during the period. Clear Street Group Inc. boosted its stake in shares of Nebius Group by 95.0% during the 4th quarter. Clear Street Group Inc. now owns 3,511,656 shares of the company’s stock valued at $293,943,000 after buying an additional 1,710,924 shares during the period. Janus Henderson Group PLC grew its holdings in shares of Nebius Group by 14.9% during the 1st quarter. Janus Henderson Group PLC now owns 3,221,553 shares of the company’s stock valued at $334,263,000 after acquiring an additional 416,733 shares in the last quarter. Finally, State Street Corp grew its holdings in shares of Nebius Group by 2,391.3% during the 4th quarter. State Street Corp now owns 3,219,326 shares of the company’s stock valued at $269,474,000 after acquiring an additional 3,090,103 shares in the last quarter. 21.90% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on NBIS. Robert W. Baird began coverage on shares of Nebius Group in a research note on Wednesday, July 22nd. They issued an “outperform” rating and a $250.00 price target on the stock. Cantor Fitzgerald assumed coverage on Nebius Group in a research note on Thursday, April 9th. They issued an “overweight” rating and a $129.00 target price on the stock. Bank of America boosted their target price on Nebius Group from $240.00 to $280.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Citigroup upped their target price on Nebius Group from $169.00 to $287.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. Finally, Zacks Research downgraded Nebius Group from a “strong-buy” rating to a “hold” rating in a research note on Friday. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $222.29.

Insider Transactions at Nebius Group

In other news, CTO Danila Shtan sold 16,937 shares of the company’s 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 $3,987,816.65. Following the completion of the transaction, the chief technology officer directly owned 274,763 shares in the company, valued at $64,692,948.35. The trade was a 5.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John Wilson Iv Boynton sold 5,812 shares of the stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $253.29, for a total value of $1,472,121.48. Following the completion of the sale, the director directly owned 378,665 shares of the company’s stock, valued at $95,912,057.85. This represents a 1.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 662,523 shares of company stock worth $139,422,230.

Key Headlines Impacting Nebius Group

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

• Positive Sentiment: AI infrastructure growth narrative: Nebius is being promoted as a leading “neocloud” provider, supported by vertically integrated infrastructure, a strategic relationship with NVIDIA, and strong revenue-growth visibility. Nebius: The Neocloud Leader
• Positive Sentiment: Expansion potential: Potential data-center development in India could broaden Nebius’ geographic footprint and lift its long-term capacity beyond current guidance. Recent job postings were cited as evidence of possible expansion. NVIDIA’s reported 9.3% stake also strengthens the company’s technology and customer relationships. Nebius: Too Cheap To Ignore
• Positive Sentiment: Funding and demand: Nebius’ approximately $775 million senior secured debt facility provides capital for AI-cloud expansion and is backed by deployed GPU infrastructure and contracted cash flows. Investors are also anticipating the company’s August 12 second-quarter earnings report amid continued large AI-capacity spending by major customers. Nebius shares jump amid financing and AI demand
• Neutral Sentiment: Analyst coverage: Piper Sandler initiated coverage with a “neutral” rating and a $224 price target, implying modest upside but signaling that valuation and execution risks remain. The target is below several other recent analyst targets.
• Neutral Sentiment: Market support: Nebius participated in a broad Nasdaq rally led by AI infrastructure stocks, suggesting part of the move reflects favorable sector-wide momentum rather than only company-specific news. Nasdaq midday rally
• Negative Sentiment: Insider selling: Reported insider activity showed 46 sales and no purchases over the past six months, including sales by senior executives. This may weigh on sentiment by raising concerns about valuation or near-term profit-taking.

Nebius Group Trading Up 11.6%

Shares of NASDAQ:NBIS opened at $212.58 on Tuesday. 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 stock’s 50-day moving average is $225.46 and its 200-day moving average is $161.01. The company has a market cap of $53.79 billion, a P/E ratio of 68.57 and a beta of 4.23. Nebius Group N.V. has a 52-week low of $52.88 and a 52-week high of $299.86.

Nebius Group (NASDAQ:NBIS) last posted its quarterly earnings data on Thursday, May 14th. The company reported ($0.23) earnings per share for the quarter, topping the consensus estimate 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 business had revenue of $399.00 million during the quarter, compared to analysts’ expectations of $375.13 million. The business’s quarterly revenue was up 684.0% compared to the same quarter last year. Equities research analysts predict that Nebius Group N.V. will post -1.91 earnings per share for the current 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.