Citigroup Issues Positive Forecast for Nebius Group (NASDAQ:NBIS) Stock Price

Nebius Group (NASDAQ:NBIS) had its price objective boosted by Citigroup from $278.00 to $324.00 in a report released on Friday,Benzinga reports. The brokerage currently has a buy rating on the stock.

Several other research firms have also recently issued reports on NBIS. Piper Sandler began coverage on shares of Nebius Group in a research note on Monday, August 3rd. They set a “neutral” rating and a $224.00 target price on the stock. Wolfe Research started coverage on shares of Nebius Group in a research note on Thursday, April 16th. They issued a “peer perform” rating for the company. Bank of America boosted their price objective on shares of Nebius Group from $240.00 to $280.00 and gave the company a “buy” rating in a report on Monday, June 8th. Weiss Ratings downgraded shares of Nebius Group from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday. Finally, BNP Paribas Exane began coverage on shares of Nebius Group in a report on Tuesday, June 2nd. They issued a “neutral” rating and a $255.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $226.00.

Nebius Group Stock Performance

Shares of NBIS opened at $277.58 on Friday. The company has a market cap of $70.23 billion, a price-to-earnings ratio of -9,249.58 and a beta of 4.23. The business’s fifty day simple moving average is $222.53 and its two-hundred day simple moving average is $168.13. Nebius Group has a 12 month low of $62.01 and a 12 month high of $299.86. The company has a current ratio of 4.03, a quick ratio of 8.33 and a debt-to-equity ratio of 0.82.

Nebius Group (NASDAQ:NBIS) last posted its quarterly earnings results on Wednesday, August 12th. The company reported ($0.12) earnings per share for the quarter, topping 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 firm had revenue of $582.30 million during the quarter, compared to analysts’ expectations of $567.91 million. During the same quarter in the previous year, the business earned $2.38 earnings per share. The company’s revenue was up 454% on a year-over-year basis. Research analysts anticipate that Nebius Group will post -3.91 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Nebius Group news, Director John Wilson Iv Boynton sold 5,812 shares of the business’s stock in a transaction dated 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 directly owned 378,665 shares in the company, valued at $95,912,057.85. The trade was a 1.51% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Andrey Korolenko sold 33,871 shares of the company’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $235.45, for a total transaction of $7,974,926.95. Following the sale, the insider directly owned 551,338 shares of the company’s stock, valued at $129,812,532.10. The trade was a 5.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 136,310 shares of company stock valued at $32,569,613.

Institutional Trading of Nebius Group

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Allied Private Wealth LLC purchased a new stake in shares of Nebius Group in the 2nd quarter worth $25,000. Sarver Vrooman Wealth Advisors bought a new position in Nebius Group in the 2nd quarter worth $28,000. GoalVest Advisory LLC purchased a new position in Nebius Group during the second quarter valued at $28,000. N.E.W. Advisory Services LLC lifted its position in Nebius Group by 76.0% during the second quarter. N.E.W. Advisory Services LLC now owns 176 shares of the company’s stock valued at $49,000 after purchasing an additional 76 shares in the last quarter. Finally, Continuum Advisory LLC bought a new stake in Nebius Group during the second quarter valued at about $52,000. 21.90% of the stock is owned by hedge funds and other institutional investors.

Key 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

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.