Western Wealth Management LLC Invests $293,000 in Nebius Group N.V. $NBIS

Western Wealth Management LLC purchased a new position in Nebius Group N.V. (NASDAQ:NBIS) in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 2,820 shares of the company’s stock, valued at approximately $293,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its stake in shares of Nebius Group by 2.7% in the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,977 shares of the company’s stock valued at $309,000 after purchasing an additional 79 shares in the last quarter. Wealth Alliance LLC increased its holdings in Nebius Group by 1.6% in the first quarter. Wealth Alliance LLC now owns 5,008 shares of the company’s stock valued at $520,000 after buying an additional 80 shares during the last quarter. Aspen Grove Capital LLC increased its holdings in Nebius Group by 3.7% in the first quarter. Aspen Grove Capital LLC now owns 2,522 shares of the company’s stock valued at $262,000 after buying an additional 89 shares during the last quarter. WPG Advisers LLC raised its stake in Nebius Group by 3.6% during the first quarter. WPG Advisers LLC now owns 2,799 shares of the company’s stock valued at $290,000 after buying an additional 98 shares in the last quarter. Finally, Vermillion Wealth Management Inc. raised its stake in Nebius Group by 20.0% during the first quarter. Vermillion Wealth Management Inc. now owns 600 shares of the company’s stock valued at $62,000 after buying an additional 100 shares in the last quarter. 21.90% of the stock is owned by institutional investors and hedge funds.

Nebius Group Stock Performance

Shares of NBIS stock opened at $277.58 on Friday. The company has a market cap of $70.23 billion, a P/E ratio of -9,249.58 and a beta of 4.23. The business has a 50 day moving average of $222.53 and a two-hundred day moving average of $168.13. Nebius Group N.V. has a 52 week low of $62.01 and a 52 week high of $299.86. The company has a quick ratio of 8.33, a current ratio of 4.03 and a debt-to-equity ratio of 0.82.

Nebius Group (NASDAQ:NBIS) last announced its quarterly earnings results on Wednesday, August 12th. The company reported ($0.12) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.67) by $0.55. The business had revenue of $582.30 million for the quarter, compared to analysts’ expectations of $567.91 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%.The business’s quarterly revenue was up 454% on a year-over-year basis. During the same period in the prior year, the firm earned $2.38 EPS. As a group, analysts anticipate that Nebius Group N.V. will post -3.91 EPS for the current year.

Key Stories Impacting Nebius Group

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

Wall Street Analyst Weigh In

NBIS has been the subject of several research reports. Citizens Jmp lifted their target price on Nebius Group from $175.00 to $270.00 and gave the stock a “market outperform” rating in a research report on Thursday, May 14th. Robert W. Baird upped their price target on Nebius Group from $250.00 to $340.00 and gave the company an “outperform” rating in a research report on Thursday. Weiss Ratings cut Nebius Group from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday. Northland Securities lifted their price objective on shares of Nebius Group from $248.00 to $410.00 and gave the stock an “outperform” rating in a report on Monday, July 20th. Finally, Wall Street Zen raised shares of Nebius Group from a “strong sell” rating to a “sell” rating in a report on Sunday. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, Nebius Group presently has an average rating of “Moderate Buy” and an average price target of $226.00.

Insider Activity

In other Nebius Group news, Director John Wilson Iv Boynton sold 5,812 shares of the firm’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $253.29, for a total value of $1,472,121.48. Following the sale, the director directly owned 378,665 shares in the company, valued at approximately $95,912,057.85. This trade represents a 1.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Danila Shtan sold 16,937 shares of the business’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $235.45, for a total transaction of $3,987,816.65. Following the transaction, the chief technology officer directly owned 274,763 shares of the company’s stock, valued at approximately $64,692,948.35. This trade represents a 5.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 136,310 shares of company stock worth $32,569,613 over the last 90 days.

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.