Nebius Group (NASDAQ:NBIS) Issues Earnings Results

Nebius Group (NASDAQ:NBIS) announced its quarterly earnings data on Thursday. The company reported ($0.12) EPS for the quarter, beating the consensus estimate of ($0.67) by $0.55, Zacks reports. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%.The business had revenue of $582.30 million during the quarter, compared to analyst estimates of $567.91 million. During the same quarter last year, the firm posted $2.38 earnings per share. The company’s revenue for the quarter was up 454% on a year-over-year basis.

Nebius Group Stock Up 8.8%

Nebius Group stock traded up $22.54 during mid-day trading on Friday, reaching $277.58. The stock had a trading volume of 28,927,674 shares, compared to its average volume of 26,619,992. Nebius Group has a one year low of $62.01 and a one year high of $299.86. The company has a 50-day moving average price of $222.53 and a two-hundred day moving average price of $168.13. The company has a market capitalization of $70.23 billion, a price-to-earnings ratio of -9,249.58 and a beta of 4.23. The company has a debt-to-equity ratio of 0.82, a current ratio of 4.03 and a quick ratio of 8.33.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the stock. Bank of America increased their price target on shares of Nebius Group from $240.00 to $280.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. Citizens Jmp boosted their price objective on shares of Nebius Group from $175.00 to $270.00 and gave the stock a “market outperform” rating in a research note on Thursday, May 14th. DA Davidson restated a “neutral” rating and issued a $175.00 price objective on shares of Nebius Group in a report on Thursday. Weiss Ratings downgraded shares of Nebius Group from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday. Finally, Piper Sandler started coverage on shares of Nebius Group in a report on Monday, August 3rd. They set a “neutral” rating and a $224.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, Nebius Group currently has an average rating of “Moderate Buy” and a consensus price target of $226.00.

More Nebius Group News

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

• Positive Sentiment: Exceptional quarterly growth: Nebius reported revenue of $582.3 million, up 454% year over year, while adjusted EBITDA reached $236 million and annualized revenue run rate approached $3 billion. Its AI Cloud segment grew 514%, exceeding many investor expectations. Nebius Group Q2 2026 Earnings Call Highlights
• Positive Sentiment: Large contracts and expanding capacity: Four AI infrastructure contracts reportedly exceed $1 billion in total value, helping push the contracted power target to 5 gigawatts and supporting a backlog of more than $40 billion. Investors see this as improving multiyear revenue visibility. Nebius Is Up After Multi-Billion AI Cloud Wins
• Positive Sentiment: Analyst optimism: Citigroup raised its target to $324 and maintained a buy rating, while Bank of America lifted its target to $310 and Robert W. Baird raised its target to $340 with an outperform rating. Northland Securities also reiterated its buy rating. Northland Securities Reiterates Buy Rating
• Positive Sentiment: UK expansion and trading momentum: Nebius is deploying NVIDIA-powered infrastructure at Vantage Data Centers’ Newport, Wales campus, expanding access to domestic UK AI compute. A reported “Power Inflow” order-flow signal also attracted momentum traders. Vantage and Nebius Expand UK AI Infrastructure
• Neutral Sentiment: Execution remains central: A capacity auction cleared above prior pricing records, and customer prepayments may fund a substantial portion of planned capital expenditures. These developments improve funding flexibility but increase expectations for timely capacity delivery and sustained premium pricing. Nebius Q3 Auction Broke Its Price Ceiling
• Negative Sentiment: Valuation and balance-sheet risks: Critics argue that Nebius is priced for very strong execution, while debt, asset depreciation and capital intensity could pressure long-term returns. Michael Burry’s reported short position and DA Davidson’s $175 neutral target add a bearish counterpoint. The Neoclouds Are a Trade, Not an Investment

Insider Buying and Selling at Nebius Group

In other Nebius Group news, Director John Wilson Iv Boynton sold 5,812 shares of the firm’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $253.29, for a total transaction of $1,472,121.48. Following the completion of the sale, the director directly owned 378,665 shares in the company, valued at approximately $95,912,057.85. This trade represents a 1.51% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Arkadiy Volozh sold 46,627 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 $10,978,327.15. Following the completion of the transaction, the chief executive officer owned 821,662 shares in the company, valued at approximately $193,460,317.90. This represents a 5.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 136,310 shares of company stock worth $32,569,613 in the last 90 days.

Hedge Funds Weigh In On Nebius Group

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. State Street Corp increased 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 in the last quarter. Qube Research & Technologies Ltd bought a new position in shares of Nebius Group during the third quarter valued at $238,511,000. Orbis Allan Gray Ltd boosted its position in shares of Nebius Group by 12.4% during the second 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 last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new stake in shares of Nebius Group during the fourth quarter valued at $122,335,000. Finally, Janus Henderson Group PLC increased its holdings in Nebius Group by 102.6% in the 4th quarter. Janus Henderson Group PLC now owns 2,804,820 shares of the company’s stock worth $234,777,000 after buying an additional 1,420,353 shares in the last quarter. 21.90% of the stock is owned by institutional investors.

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.