Nebius Group (NASDAQ:NBIS) Stock: Insider John Wilson Iv Boynton Sells 7,260 Shares

Nebius Group N.V. (NASDAQ:NBIS) 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 completion of the sale, the director directly owned 403,522 shares in the company, valued at approximately $71,677,612.86. This represents a 1.77% 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.

John Wilson Iv Boynton also recently made the following trade(s):

• On Tuesday, September 29th, Wilson Boynton sold 50 shares of Nebius Group stock. The stock was sold at an average price of $235.01, for a total value of $11,750.50.
• On Friday, August 14th, Wilson Boynton sold 5,296 shares of Nebius Group stock. The stock was sold at an average price of $270.99, for a total transaction of $1,435,163.04.

Nebius Group Stock Performance

NASDAQ:NBIS opened at $171.45 on Wednesday. Nebius Group N.V. has a 52-week low of $73.52 and a 52-week high of $299.86. The company has a market cap of $43.38 billion, a price-to-earnings ratio of -5,713.10 and a beta of 4.18. The firm’s 50-day moving average is $222.86 and its 200-day moving average is $208.43. The company has a debt-to-equity ratio of 0.82, a quick ratio of 4.03 and a current ratio of 4.03.

Nebius Group (NASDAQ:NBIS) last issued its quarterly earnings results on Thursday, August 13th. The company reported ($0.12) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.67) by $0.55. The firm had revenue of $582.30 million for the quarter, compared to analyst estimates of $567.91 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%. The company’s quarterly revenue was up 454% compared to the same quarter last year. During the same period in the previous year, the company posted $2.38 earnings per share. Equities research analysts anticipate that Nebius Group N.V. will post -3.48 earnings per share for the current year.

Trending Headlines about Nebius Group

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

• Positive Sentiment: Nebius continues to benefit from strong underlying AI demand. Recent coverage highlighted 454% year-over-year quarterly revenue growth, approximately $3 billion in annualized recurring revenue, and a reported $37.5 billion signed backlog. Some analysts also view Nebius as better positioned than more heavily indebted competitors because of comparatively disciplined capital spending. Nebius Is Poised To Feast On The CoreWeave Rout
• Positive Sentiment: Analyst support remains a potential counterweight to the sell-off. Nebius has an overall “Moderate Buy” consensus rating and an average price target of $245.69, while separate coverage has cited targets as high as $355 and $399. A director also purchased 148 shares for about $25,159, offering a modest insider-confidence signal. Nebius Average Price Target
• Neutral Sentiment: The long-term AI buildout may still have substantial runway, with industry commentary suggesting that much of the expected spending on GPUs, data centers, power, cooling, and networking has yet to occur. However, this supports the broader opportunity rather than near-term earnings.
• Negative Sentiment: Elice’s 32% trading-debut collapse has intensified fears that AI-infrastructure valuations and demand expectations have become excessive. Shares of Nebius and CoreWeave came under pressure as investors questioned whether data-center operators can generate adequate returns on enormous GPU and capacity investments. Elice’s IPO Collapse Puts AI Infrastructure Stocks Under Fresh Pressure
• Negative Sentiment: Gartner-related commentary warned that as many as 80% of “neocloud” companies could fail or disappear by 2030 if AI capital spending continues to outpace returns. Investors are also focused on Nebius’s execution burden: it may need second-half revenue to more than double first-half revenue to meet its 2026 outlook. Gartner Neocloud Warning
• Negative Sentiment: Director Wilson Boynton sold 7,260 shares for approximately $1.29 million under a pre-arranged Rule 10b5-1 plan. He retained a substantial stake, limiting the signal, but the transaction adds to near-term selling pressure and investor caution. SEC Insider Transaction Filing

Institutional Investors Weigh In On Nebius Group

Several hedge funds and other institutional investors have recently added to or reduced their stakes in NBIS. BlackRock Inc. increased its position in shares of Nebius Group by 16.0% in the second quarter. BlackRock Inc. now owns 11,531,270 shares of the company’s stock valued at $3,184,591,000 after acquiring an additional 1,593,684 shares during the last quarter. Situational Awareness LP acquired a new stake in Nebius Group during the 2nd quarter valued at $1,232,895,000. State Street Corp lifted its stake in shares of Nebius Group by 16.2% during the 2nd quarter. State Street Corp now owns 4,069,875 shares of the company’s stock worth $1,123,977,000 after buying an additional 568,415 shares during the last quarter. Jennison Associates LLC boosted its holdings in shares of Nebius Group by 134.3% during the second quarter. Jennison Associates LLC now owns 3,983,899 shares of the company’s stock worth $1,100,233,000 after acquiring an additional 2,283,676 shares during the period. Finally, Accel Leaders 4 Associates L.P. bought a new stake in Nebius Group in the 2nd quarter valued at $1,012,097,322. 21.90% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on NBIS shares. Piper Sandler initiated coverage on Nebius Group in a research note on Monday, August 3rd. They set a “neutral” rating and a $224.00 price objective for the company. Truist Financial upgraded Nebius Group to a “strong-buy” rating in a research report on Thursday, September 10th. Weiss Ratings cut shares of Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, October 15th. Rosenblatt Securities initiated coverage on Nebius Group in a report on Thursday, October 8th. They issued a “buy” rating and a $304.00 price objective for the company. Finally, DA Davidson reiterated a “neutral” rating and issued a $175.00 target price on shares of Nebius Group in a report on Thursday, August 13th. Three analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Nebius Group presently has an average rating of “Moderate Buy” and an average price target of $245.69.

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.