Nebius Group (NASDAQ:NBIS) Shares Up 7.7% – Here’s What Happened

Nebius Group N.V. (NASDAQ:NBIS) shares traded up 7.7% during mid-day trading on Tuesday . The company traded as high as $254.74 and last traded at $243.88. 26,203,000 shares traded hands during mid-day trading, an increase of 46% from the average daily volume of 17,898,070 shares. The stock had previously closed at $226.39.

Nebius Group News Roundup

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

• Positive Sentiment: Palantir selected Nebius as its preferred sovereign AI infrastructure partner. The companies plan to combine Nebius’s AI-native cloud platform and dedicated NVIDIA GPU infrastructure with Palantir’s Foundry and Apollo software. The arrangement is designed to help commercial customers retain control of their data, models and computing resources while meeting data-residency and privacy requirements. Palantir and Nebius Partner to Deliver a Complete Sovereign AI Stack to Palantir Customers
• Positive Sentiment: The partnership could give Nebius Group (NBIS) access to Palantir’s enterprise customer base and improve utilization of its GPU capacity. Investors viewed the agreement as evidence that demand is expanding beyond general-purpose cloud services toward localized, dedicated AI infrastructure. Nebius Rises as Palantir Names It Preferred Sovereign AI Partner
• Positive Sentiment: Recent coverage highlighted Nebius’s aggressive growth outlook, including projected 2026 revenue of $3.0 billion to $3.4 billion, a $7 billion to $9 billion exit run rate, and potentially 800 megawatts to 1 gigawatt of connected power by year-end. Customer prepayments and contracted infrastructure could help fund expansion. Nebius: Wall Street Is Watching The Wrong Number
• Neutral Sentiment: The stock’s recovery also reflects broader strength in “neocloud” companies such as CoreWeave and IREN, indicating that sector momentum—not only company-specific news—is contributing to the move. Here’s Why Nebius Stock Is Soaring Today
• Negative Sentiment: NBIS has gained more than 250% over the past year and trades at a demanding valuation, while AI data-center expansion requires substantial capital. Investors may therefore be sensitive to execution, financing needs and evidence that new partnerships translate into contracted revenue and profitable utilization. Nebius Stock Up 254% in a Year: Should You Buy, Hold or Sell?

Analyst Upgrades and Downgrades

A number of research firms have commented on NBIS. BNP Paribas Exane started coverage on shares of Nebius Group in a research report on Tuesday, June 2nd. They set a “neutral” rating and a $255.00 price objective for the company. Freedom Capital raised shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 20th. Morgan Stanley raised their target price on shares of Nebius Group from $126.00 to $144.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 14th. Wall Street Zen upgraded shares of Nebius Group from a “strong sell” rating to a “sell” rating in a research note on Sunday, August 16th. Finally, Northland Securities increased their price target on shares of Nebius Group from $248.00 to $410.00 and gave the company an “outperform” rating in a report on Monday, July 20th. One investment 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’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $226.00.

Nebius Group Trading Up 7.7%

The firm’s fifty day simple moving average is $211.89 and its 200 day simple moving average is $183.27. The stock has a market capitalization of $61.71 billion, a P/E ratio of -8,126.62 and a beta of 4.23. The company has a debt-to-equity ratio of 0.82, a quick ratio of 4.03 and a current ratio of 4.03.

Nebius Group (NASDAQ:NBIS) last released its quarterly earnings data on Thursday, August 13th. The company reported ($0.12) earnings per share for the quarter, beating the consensus estimate of ($0.67) by $0.55. 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 for the quarter, compared to analyst estimates of $567.91 million. During the same period last year, the firm posted $2.38 earnings per share. Nebius Group’s revenue was up 454% compared to the same quarter last year. As a group, equities research analysts forecast that Nebius Group N.V. will post -3.76 EPS for the current fiscal year.

Insider Transactions at Nebius Group

In other news, Director John Wilson Iv Boynton sold 5,812 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The stock was 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 owned 378,665 shares in the company, valued at $95,912,057.85. The trade was a 1.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Charles E. Ryan sold 50,000 shares of the firm’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $265.53, for a total transaction of $13,276,500.00. Following the completion of the transaction, the director directly owned 272,533 shares in the company, valued at $72,365,687.49. This trade represents a 15.50% decrease in their ownership of the stock. 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 sold 159,013 shares of company stock valued at $39,216,975.

Hedge Funds Weigh In On Nebius Group

Several hedge funds have recently modified their holdings of the company. Royal Bank of Canada purchased a new stake in shares of Nebius Group during the 1st quarter worth approximately $1,628,000. Millennium Management LLC purchased a new position in Nebius Group in the first quarter valued at approximately $11,563,000. NewEdge Advisors LLC purchased a new position in Nebius Group in the first quarter valued at approximately $40,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC bought a new position in Nebius Group during the first quarter valued at $9,084,000. Finally, Daiwa Securities Group Inc. bought a new position in Nebius Group during the second quarter valued at $68,000. 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.