Nebius Group N.V. (NASDAQ:NBIS) Receives Average Rating of “Moderate Buy” from Analysts

Nebius Group N.V. (NASDAQ:NBIS) has been given a consensus rating of “Moderate Buy” by the eleven research firms that are presently covering the stock, MarketBeat Ratings reports. One research analyst has rated the stock with a sell recommendation, one has issued a hold recommendation, seven have given a buy recommendation and two have given a strong buy recommendation to the company. The average 12-month target price among analysts that have updated their coverage on the stock in the last year is $143.2222.

NBIS has been the topic of a number of analyst reports. Citizens Jmp started coverage on Nebius Group in a research report on Wednesday, November 19th. They set a “market outperform” rating and a $175.00 price objective on the stock. Wall Street Zen cut Nebius Group from a “hold” rating to a “sell” rating in a report on Saturday, November 15th. BWS Financial reiterated a “buy” rating and set a $130.00 price target on shares of Nebius Group in a report on Tuesday, February 17th. Weiss Ratings cut shares of Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, January 15th. Finally, Compass Point started coverage on shares of Nebius Group in a report on Wednesday, February 18th. They issued a “buy” rating and a $150.00 price objective for the company.

Hedge Funds Weigh In On Nebius Group

Several institutional investors and hedge funds have recently bought and sold shares of NBIS. Harbor Advisors LLC grew its stake in shares of Nebius Group by 0.4% in the 3rd quarter. Harbor Advisors LLC now owns 27,600 shares of the company’s stock valued at $3,099,000 after buying an additional 100 shares during the period. Calton & Associates Inc. lifted its holdings in Nebius Group by 2.7% in the fourth quarter. Calton & Associates Inc. now owns 4,774 shares of the company’s stock valued at $400,000 after acquiring an additional 124 shares during the last quarter. SOA Wealth Advisors LLC. lifted its holdings in Nebius Group by 38.5% in the third quarter. SOA Wealth Advisors LLC. now owns 450 shares of the company’s stock valued at $51,000 after acquiring an additional 125 shares during the last quarter. Keybank National Association OH grew its position in Nebius Group by 5.7% in the fourth quarter. Keybank National Association OH now owns 2,584 shares of the company’s stock worth $216,000 after acquiring an additional 140 shares during the period. Finally, Blue Trust Inc. grew its position in Nebius Group by 73.8% in the fourth quarter. Blue Trust Inc. now owns 332 shares of the company’s stock worth $28,000 after acquiring an additional 141 shares during the period. 21.90% of the stock is currently owned by institutional investors and hedge funds.

Nebius Group Stock Down 3.5%

NBIS stock opened at $108.04 on Friday. The company has a current ratio of 3.08, a quick ratio of 6.57 and a debt-to-equity ratio of 0.89. The firm has a 50-day moving average of $96.63 and a two-hundred day moving average of $97.79. Nebius Group has a 12 month low of $18.31 and a 12 month high of $141.10. The company has a market cap of $27.21 billion, a price-to-earnings ratio of -74.00 and a beta of 4.02.

Nebius Group (NASDAQ:NBIS) last issued its earnings results on Thursday, February 12th. The company reported ($0.69) earnings per share for the quarter, missing the consensus estimate of ($0.42) by ($0.27). The company had revenue of $227.70 million for the quarter, compared to analyst estimates of $246.05 million. Nebius Group had a negative return on equity of 11.70% and a net margin of 19.02%. As a group, analysts forecast that Nebius Group will post -1.1 earnings per share for the current fiscal year.

Trending Headlines about Nebius Group

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

• Positive Sentiment: NVIDIA’s $2 billion strategic investment triggered a sharp rally and a technical breakout, signaling renewed momentum and increased market confidence in Nebius’ AI-cloud thesis. NVIDIA Invests $2B in Nebius: Time to Add NBIS to Your Portfolio?
• Positive Sentiment: The NVIDIA tie-up gives Nebius early access to Rubin GPUs, Vera CPUs and BlueField storage and explicitly supports a hyperscale build (company targets >5 GW of AI capacity by 2030). That technological access and supply alignment materially de-risks parts of Nebius’ buildout. What Nebius Is Actually Getting From Nvidia’s $2 Billion Deal
• Positive Sentiment: Management is pushing rapid expansion (2026 ARR targets of $7B–$9B, raised contracted power goals) and has added senior U.S. leadership to accelerate the buildout — factors investors view as tangible execution steps supporting growth. Nebius Taps Dan Lawrence To Drive U.S. AI Campus Buildout
• Neutral Sentiment: Nebius holds non-core stakes (e.g., ClickHouse, Avride) that analysts say could provide strategic optionality or financing flexibility as capital needs for AI data centers ramp. These assets are helpful but not immediate cash engines. Can Nebius’ Noncore Stakes Support Long-Term AI Expansion?
• Negative Sentiment: Several analysts warn the stock’s valuation already prices aggressive growth and strategic synergies; one valuation read shows an EV/sales multiple that many consider stretched, leaving little margin for execution slips. What Nebius Is Actually Getting From Nvidia’s $2 Billion Deal
• Negative Sentiment: Critics flag potential risks: circular capital flows, heavy capex needs, and the company’s recent quarters have shown operating losses — all of which could magnify downside if demand or execution falters. Nebius: Nvidia’s $2B Doesn’t Change My Sell

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.