Nebius Group N.V. (NASDAQ:NBIS) Stock Has Average Target Price of $245.69 According to Brokerages

Shares of Nebius Group N.V. (NASDAQ:NBIS) have been given an average recommendation of “Moderate Buy” by the twenty-two ratings firms that are covering the stock, MarketBeat reports. Two research analysts have rated the stock with a sell recommendation, four have assigned a hold recommendation, twelve have issued a buy recommendation and four have given a strong buy recommendation to the company. The average 12-month price objective among analysts that have updated their coverage on the stock in the last year is $243.25.

Several research analysts have issued reports on NBIS shares. Robert W. Baird boosted their target price on Nebius Group from $250.00 to $340.00 and gave the company an “outperform” rating in a research report on Thursday, August 13th. William Blair initiated coverage on Nebius Group in a report on Wednesday, September 30th. They set an “outperform” rating for the company. Zacks Research upgraded shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Monday. Wall Street Zen raised shares of Nebius Group from a “strong sell” rating to a “sell” rating in a research note on Sunday, August 16th. Finally, DA Davidson reaffirmed a “neutral” rating and issued a $175.00 price target on shares of Nebius Group in a research note on Thursday, August 13th.

More Nebius Group News

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

• Positive Sentiment: Nebius continues to point to strong AI-compute demand. Its chief revenue officer said pricing is rising faster than expected, while SpaceX executives indicated that new AI-compute deployments can achieve payback in less than a year. These comments support the potential economics of Nebius’ expansion. Investors question neocloud business model
• Positive Sentiment: The company launched public live spot pricing for GPU compute, improving customer cost transparency and potentially making its NVIDIA-powered cloud more accessible to customers with flexible demand. Nebius also expanded AI collaborations involving NVIDIA and robotics deployments. Nebius brings GPU compute pricing into the open
• Positive Sentiment: Director Arne Grimme purchased 148 shares for approximately $24,855 on October 21, following similar purchases earlier in the week. The trades were made under a pre-arranged Rule 10b5-1 plan, so they are a modest rather than decisive confidence signal. SEC insider purchase filing
• Neutral Sentiment: The broader neocloud sell-off has so far remained largely contained within AI infrastructure stocks and has not materially spread to wider equity or credit markets. That limits systemic risk, but does not remove pressure on highly valued operators.
• Negative Sentiment: Credit-market stress at CoreWeave is weighing on the entire sector. Its bonds have entered distressed territory, and credit-default swaps reportedly exceeded 1,000 basis points. Investors fear similar debt and capacity risks could affect Nebius, even though the companies have different financial profiles. CoreWeave and Nebius stocks are crashing
• Negative Sentiment: Piper Sandler lowered its Nebius price target from $237 to $185 and assigned a neutral rating, reflecting increased caution over valuation and financing. Nebius also remains unprofitable, with analysts expecting a loss for the current year, making successful execution of its capital expansion especially important. Piper Sandler cuts Nebius target

Insider Activity

In related news, CEO Arkadiy Volozh sold 37,778 shares of the company’s stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $234.16, for a total transaction of $8,846,096.48. Following the completion of the sale, the chief executive officer directly owned 785,236 shares in the company, valued at $183,870,861.76. This represents a 4.59% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director Wilson Boynton sold 7,260 shares of the firm’s stock in a transaction dated Thursday, October 15th. The shares were sold at an average price of $177.63, for a total value of $1,289,593.80. Following the sale, the director directly owned 403,522 shares in the company, valued at approximately $71,677,612.86. The trade was a 1.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders purchased 595 shares of company stock valued at $100,030 and sold 158,490 shares valued at $38,111,200.

Institutional Trading of Nebius Group

Several large investors have recently added to or reduced their stakes in NBIS. Wedbush Securities Inc. increased its position in Nebius Group by 26.8% during the third quarter. Wedbush Securities Inc. now owns 3,611 shares of the company’s stock worth $852,000 after buying an additional 764 shares in the last quarter. Lake Street Private Wealth LLC raised its holdings in shares of Nebius Group by 7.2% during the 3rd quarter. Lake Street Private Wealth LLC now owns 2,240 shares of the company’s stock valued at $528,000 after buying an additional 150 shares during the period. Brookstone Capital Management increased its stake in Nebius Group by 1.6% during the 3rd quarter. Brookstone Capital Management now owns 14,854 shares of the company’s stock worth $3,504,000 after buying an additional 230 shares during the period. SeaCrest Wealth Management LLC acquired a new position in Nebius Group during the 3rd quarter worth $240,000. Finally, Root Financial Partners LLC acquired a new stake in shares of Nebius Group during the 3rd quarter valued at approximately $88,000. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Nebius Group Stock Performance

Shares of Nebius Group stock opened at $159.17 on Tuesday. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.82. The stock has a 50 day moving average price of $219.19 and a 200-day moving average price of $209.22. Nebius Group has a one year low of $73.52 and a one year high of $299.86.

Nebius Group (NASDAQ:NBIS) last released its quarterly earnings results 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 company had revenue of $582.30 million for the quarter, compared to analyst estimates of $567.91 million. During the same quarter in the prior year, the firm posted $2.38 EPS. Nebius Group’s quarterly revenue was up 454% compared to the same quarter last year. Equities analysts forecast that Nebius Group will post -3.48 EPS for the current year.

About Nebius Group

Nebius Group N.V. is a technology company focused on providing cloud infrastructure and services for artificial intelligence and machine learning applications. Through its Nebius AI division, the company offers access to high-performance computing, graphics processing units (GPUs), storage, networking, and related tools designed to help businesses and developers train, deploy, and operate AI models.

The company also operates or supports other technology businesses, including Toloka, an AI data and evaluation platform; TripleTen, an online education provider focused on technology careers; and Avride, a developer of autonomous driving and delivery technologies.