Nebius Group (NASDAQ:NBIS) Stock Rating Reaffirmed as “Buy” by Rosenblatt Securities

Nebius Group (NASDAQ:NBIS)‘s stock had its “buy” rating reiterated by analysts at Rosenblatt Securities in a report issued on Friday, Benzinga reports. They currently have a $304.00 target price on the stock. Rosenblatt Securities‘s target price indicates a potential upside of 136.32% from the company’s current price.

A number of other brokerages also recently issued reports on NBIS. Robert W. Baird upped their price objective on Nebius Group from $250.00 to $340.00 and gave the company an “outperform” rating in a research note on Thursday, August 13th. Piper Sandler lowered their target price on Nebius Group from $237.00 to $185.00 and set a “neutral” rating on the stock in a research note on Wednesday, October 21st. Freedom Capital raised shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. Citigroup cut their price target on shares of Nebius Group from $324.00 to $265.00 and set a “buy” rating on the stock in a report on Wednesday, November 4th. Finally, William Blair started coverage on shares of Nebius Group in a research report on Wednesday, September 30th. They set an “outperform” rating for the company. Three analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Nebius Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $246.00.

Nebius Group Stock Performance

NBIS stock opened at $128.64 on Friday. The firm has a market cap of $32.55 billion, a PE ratio of -4,286.57 and a beta of 4.63. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.82. The business has a 50 day moving average of $196.49 and a 200-day moving average of $178.58. Nebius Group has a 12-month low of $73.52 and a 12-month high of $299.86.

Nebius Group (NASDAQ:NBIS) last issued its quarterly earnings results on Thursday, November 12th. The company reported $0.30 EPS for the quarter, beating analysts’ consensus estimates of ($0.72) by $1.02. The company had revenue of $980.80 million during the quarter, compared to the consensus estimate of $907.20 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%. As a group, sell-side analysts expect that Nebius Group will post -3.19 earnings per share for the current year.

Insider Buying and Selling

In other Nebius Group news, CRO Marc Boroditsky sold 7,000 shares of the stock in a transaction on Monday, October 12th. The stock was sold at an average price of $211.23, for a total transaction of $1,478,610.00. Following the completion of the transaction, the executive directly owned 7,000 shares of the company’s stock, valued at approximately $1,478,610. This represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Arne Grimme acquired 148 shares of Nebius Group stock in a transaction on Wednesday, October 28th. The shares were purchased at an average cost of $169.84 per share, with a total value of $25,136.32. Following the completion of the acquisition, the director owned 7,899 shares of the company’s stock, valued at $1,341,566.16. This trade represents a 1.91% increase in their position. The SEC filing for this purchase provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have purchased 1,718 shares of company stock valued at $280,207 and have sold 103,527 shares valued at $23,457,169.

Institutional Trading of Nebius Group

Several hedge funds have recently made changes to their positions in NBIS. Saudi Central Bank lifted its stake in shares of Nebius Group by 110.0% during the 2nd quarter. Saudi Central Bank now owns 167,819 shares of the company’s stock valued at $46,347,000 after buying an additional 87,896 shares in the last quarter. Lombard Odier Asset Management Switzerland SA bought a new position in Nebius Group in the 1st quarter worth approximately $1,087,000. Situational Awareness LP purchased a new position in Nebius Group in the 2nd quarter valued at approximately $1,232,895,000. Amundi grew its stake in Nebius Group by 10.6% in the 1st quarter. Amundi now owns 1,343,954 shares of the company’s stock valued at $139,449,000 after buying an additional 128,380 shares in the last quarter. Finally, Nissay Asset Management Corp Japan purchased a new position in Nebius Group in the 2nd quarter valued at approximately $17,118,000. 21.90% of the stock is currently owned by institutional investors.

Recent Nebius Group Headlines

These are some of the NBIS headlines that stood out recently:

• Positive Sentiment: Revenue growth and strong AI demand remain supportive: third-quarter revenue beat expectations, and management said customer prepayments cover more than 100% of the cost of its new capacity build-out. Nebius Group: 3 Key Takeaways for Long-Term Investors
• Negative Sentiment: The company lowered its 2026 revenue guidance to $3.0 billion–$3.4 billion, citing delays at third-party data centers that shift some expected capacity and revenue into 2027. The lower-end outlook fell short of the prior market expectation. Nebius Doesn’t Have a Demand Problem. It Has a Delivery Problem.
• Negative Sentiment: Nebius’s planned AI infrastructure spending—reported at roughly $40 billion to $45 billion—raised concerns about the scale and execution risk of its expansion, despite customer prepayments. Nvidia-backed AI cloud stock sinks despite record quarter

Nebius Group Company Profile

Nebius Group is a technology company focused on building infrastructure for artificial intelligence. Its core business, Nebius, offers cloud computing services and access to accelerated computing resources designed to help developers and organizations train and run AI models. The company also has businesses in areas including data services for AI, autonomous mobility and online education. Based in Amsterdam, Nebius serves customers internationally and is developing data center and computing capacity to support its AI cloud services.