Nebius Group (NASDAQ:NBIS) CRO Sells $978,975.00 in Stock

Posted by James Conley on May 19th, 2026

Nebius Group N.V. (NASDAQ:NBIS – Get Free Report) CRO Marc Boroditsky sold 4,500 shares of the stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $217.55, for a total transaction of $978,975.00. Following the completion of the sale, the executive directly owned 37,662 shares in the company, valued at approximately $8,193,368.10. The trade was a 10.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Marc Boroditsky also recently made the following trade(s):

On Wednesday, April 15th, Marc Boroditsky sold 4,500 shares of Nebius Group stock. The shares were sold at an average price of $160.10, for a total transaction of $720,450.00.

Nebius Group Price Performance

NASDAQ NBIS traded up $1.22 during trading hours on Tuesday, reaching $201.08. The company’s stock had a trading volume of 10,778,071 shares, compared to its average volume of 15,865,055. The stock has a market cap of $50.88 billion, a PE ratio of 64.66 and a beta of 4.03. Nebius Group N.V. has a fifty-two week low of $34.72 and a fifty-two week high of $233.73. The company’s 50-day moving average is $140.17 and its two-hundred day moving average is $111.53. The company has a debt-to-equity ratio of 1.16, a quick ratio of 8.33 and a current ratio of 8.33.

Nebius Group (NASDAQ:NBIS – Get Free Report) last issued its quarterly earnings data on Thursday, May 14th. The company reported ($0.23) EPS for the quarter, beating analysts’ consensus estimates of ($0.77) by $0.54. The firm had revenue of $399.00 million for the quarter, compared to analysts’ expectations of $375.13 million. Nebius Group had a net margin of 95.27% and a negative return on equity of 9.11%. Nebius Group’s revenue was up 684.0% on a year-over-year basis. Analysts forecast that Nebius Group N.V. will post -2.33 EPS for the current year.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on NBIS. Weiss Ratings raised shares of Nebius Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, April 27th. Wolfe Research began coverage on shares of Nebius Group in a research note on Thursday, April 16th. They issued a “peer perform” rating on the stock. Bank of America upped their target price on shares of Nebius Group from $175.00 to $205.00 and gave the company a “buy” rating in a report on Monday, May 11th. Citigroup increased their price objective on shares of Nebius Group from $169.00 to $287.00 and gave the stock a “buy” rating in a report on Friday. Finally, Citizens Jmp increased their price objective on shares of Nebius Group from $175.00 to $270.00 and gave the stock a “market outperform” rating in a report on Thursday, May 14th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $182.75.

Get Our Latest Analysis on NBIS

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Orbis Allan Gray Ltd lifted its holdings in shares of Nebius Group by 12.4% during the 2nd quarter. Orbis Allan Gray Ltd now owns 17,651,930 shares of the company’s stock worth $976,681,000 after acquiring an additional 1,949,708 shares during the period. Fred Alger Management LLC increased its position in Nebius Group by 33.4% during the 3rd quarter. Fred Alger Management LLC now owns 10,132,279 shares of the company’s stock worth $1,137,551,000 after purchasing an additional 2,536,832 shares in the last quarter. Jericho Capital Asset Management L.P. increased its position in Nebius Group by 55.7% during the 3rd quarter. Jericho Capital Asset Management L.P. now owns 4,607,497 shares of the company’s stock worth $517,284,000 after purchasing an additional 1,648,497 shares in the last quarter. Morgan Stanley increased its position in Nebius Group by 35.2% during the 4th quarter. Morgan Stanley now owns 3,704,659 shares of the company’s stock worth $310,099,000 after purchasing an additional 964,984 shares in the last quarter. Finally, Clear Street Group Inc. increased its position in Nebius Group by 95.0% during the 4th quarter. Clear Street Group Inc. now owns 3,511,656 shares of the company’s stock worth $293,943,000 after purchasing an additional 1,710,924 shares in the last quarter. 21.90% of the stock is currently owned by hedge funds and other institutional investors.

Nebius Group News Roundup

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

Positive Sentiment: Nebius delivered very strong Q1 results, with revenue up 684% year over year to $399 million and adjusted EPS beating expectations by a wide margin, reinforcing the company’s rapid growth story. Nebius Group Pulls Back 9% After a Downgrade Despite Strong Earnings
Positive Sentiment: The company reiterated 2026 revenue guidance of $3 billion to $3.4 billion and raised contracted power guidance to more than 4 gigawatts, signaling continued confidence in demand for its AI infrastructure. Nebius Group Pulls Back 9% After a Downgrade Despite Strong Earnings
Neutral Sentiment: Citigroup reportedly lifted its price target to a new Street high of $287, showing that some analysts remain bullish even after the recent run-up. Citi just set a fresh street-high target of $287 on Nebius stock. Here’s why analysts are bullish.
Neutral Sentiment: Broader AI and cloud stocks are also under pressure as higher Treasury yields and sector rotation weigh on the group, adding to the stock’s weakness. 5 Things to Know Before the Stock Market Opens
Negative Sentiment: DA Davidson’s downgrade to Neutral suggests the stock’s valuation may have gotten ahead of fundamentals after its recent surge, which is pressuring shares today. Nebius Group (NASDAQ:NBIS) Downgraded to “Neutral” Rating by DA Davidson
Negative Sentiment: Comments from Nebius CEO Arkady Volozh about how higher borrowing costs could hurt the economics of AI buildouts may also be making investors more cautious about the capital-intensive growth story. What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom

About Nebius Group

(Get Free Report)

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.