Nebius Group (NASDAQ:NBIS) Stock Price Up 4.1% – Here’s Why

Nebius Group N.V. (NASDAQ:NBIS) shares were up 4.1% during mid-day trading on Thursday . The stock traded as high as $232.85 and last traded at $217.99. Approximately 30,431,688 shares changed hands during mid-day trading, an increase of 71% from the average daily volume of 17,782,367 shares. The stock had previously closed at $209.37.

Nebius Group News Roundup

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

• Positive Sentiment: Nebius notified customers that prices for selected on-demand AI-computing services will increase effective October 1. Nvidia H100 pricing is reportedly rising about 17%, from $3.85 to $4.50 per hour, while newer B300 pricing is increasing about 21%, from $7.85 to $9.50 per hour. The increases represent the company’s second price hike in three months and suggest that demand for available GPU capacity remains strong. Nebius hikes AI cloud prices again as demand for computing power soars
• Positive Sentiment: Investors viewed the pricing action as evidence that AI “neocloud” providers can pass higher costs to customers and potentially expand revenue and margins. Commentary also suggests the upcoming Vera Rubin platform may keep compute demand tight, even as prominent technology leaders discuss moderating AI spending. Nebius: You Don’t Raise Prices Into A Slowdown
• Neutral Sentiment: The broader market backdrop was also supportive, with Treasury yields easing and oil prices falling, although these factors are not specific to Nebius. 10-year Treasury yield eases, oil falls to $100
• Neutral Sentiment: Chief Revenue Officer Marc Boroditsky sold 7,000 shares worth approximately $1.46 million under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the transaction limits its significance as a measure of insider confidence, though his remaining stake was reduced substantially. SEC Form 4 Filing
• Negative Sentiment: Risks remain elevated because Nebius is unprofitable, requires substantial capital spending to expand capacity and faces concerns about balance-sheet pressure, potential dilution and AI-sector rotation. The stock’s recent decline was also linked to AI-safety concerns, making the latest rally vulnerable if demand or funding expectations weaken. Nebius stock outlook

Analyst Ratings Changes

NBIS has been the topic of several research reports. Truist Financial raised shares of Nebius Group to a “strong-buy” rating in a research note on Thursday, September 10th. Wall Street Zen raised shares of Nebius Group from a “strong sell” rating to a “sell” rating in a report on Sunday, August 16th. Citigroup lifted their target price on shares of Nebius Group from $278.00 to $324.00 and gave the stock a “buy” rating in a research report on Friday, August 14th. DA Davidson reissued a “neutral” rating and issued a $175.00 price target on shares of Nebius Group in a research note on Thursday, August 13th. Finally, Zacks Research lowered shares of Nebius Group from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 31st. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Nebius Group has a consensus rating of “Moderate Buy” and an average price target of $242.79.

Nebius Group Trading Up 4.1%

The company has a debt-to-equity ratio of 0.82, a quick ratio of 4.03 and a current ratio of 4.03. The stock’s 50-day simple moving average is $211.98 and its 200-day simple moving average is $189.21. The firm has a market capitalization of $55.16 billion, a PE ratio of -7,263.91 and a beta of 4.23.

Nebius Group (NASDAQ:NBIS) last issued its quarterly earnings results on Thursday, August 13th. 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 company had revenue of $582.30 million for the quarter, compared to analysts’ expectations of $567.91 million. During the same period in the prior year, the firm earned $2.38 earnings per share. The firm’s revenue for the quarter was up 454% on a year-over-year basis. As a group, sell-side analysts expect that Nebius Group N.V. will post -3.76 EPS for the current fiscal year.

Insider Buying and Selling at Nebius Group

In other Nebius Group news, CEO Arkadiy Volozh sold 46,627 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total transaction of $10,978,327.15. Following the completion of the sale, the chief executive officer owned 821,662 shares of the company’s stock, valued at approximately $193,460,317.90. The trade was a 5.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CTO Danila Shtan sold 16,937 shares of the company’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total transaction of $3,987,816.65. Following the completion of the transaction, the chief technology officer directly owned 274,763 shares of the company’s stock, valued at $64,692,948.35. This represents a 5.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 160,201 shares of company stock worth $39,208,414.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in NBIS. Allied Private Wealth LLC bought a new position in shares of Nebius Group during the 2nd quarter valued at approximately $25,000. Root Financial Partners LLC bought a new position in Nebius Group during the fourth quarter valued at $26,000. SHP Wealth Management purchased a new position in shares of Nebius Group in the 4th quarter worth $26,000. Sound Income Strategies LLC increased its holdings in shares of Nebius Group by 62.5% in the 1st quarter. Sound Income Strategies LLC now owns 260 shares of the company’s stock worth $27,000 after buying an additional 100 shares during the last quarter. Finally, Sarver Vrooman Wealth Advisors bought a new stake in shares of Nebius Group in the 2nd quarter worth about $28,000. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Nebius Group Company Profile

Nebius Group N.V. (NASDAQ: NBIS) is a technology company focused on artificial intelligence infrastructure and related services. Its principal business is Nebius AI, a cloud platform that provides computing, storage, networking and managed infrastructure designed to support the development and deployment of AI applications, including access to accelerated computing resources.

The company also operates or develops businesses in adjacent technology markets. These include Toloka, which provides data and evaluation services for machine-learning systems; TripleTen, an online education platform offering technology-focused training; and Avride, a developer of autonomous driving and delivery technologies.