Nebius Group (NASDAQ:NBIS) Director Arne Grimme Buys 148 Shares of Company Stock

Nebius Group N.V. (NASDAQ:NBIS) Director Arne Grimme bought 148 shares of the firm’s stock in a transaction on Monday, October 19th. The stock was acquired at an average price of $169.99 per share, for a total transaction of $25,158.52. Following the completion of the purchase, the director directly owned 6,329 shares in the company, valued at approximately $1,075,866.71. The trade was a 2.39% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Arne Grimme also recently made the following trade(s):

• On Thursday, October 15th, Arne Grimme purchased 148 shares of Nebius Group stock. The stock was acquired at an average cost of $169.99 per share, for a total transaction of $25,158.52.

Nebius Group Stock Performance

Shares of NBIS opened at $170.24 on Tuesday. Nebius Group N.V. has a 12-month low of $73.52 and a 12-month high of $299.86. The company has a current ratio of 4.03, a quick ratio of 4.03 and a debt-to-equity ratio of 0.82. The company has a market cap of $43.07 billion, a PE ratio of -5,672.78 and a beta of 4.18. The stock has a 50-day moving average price of $223.29 and a 200-day moving average price of $207.94.

Nebius Group (NASDAQ:NBIS) last posted its quarterly earnings data 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. The company had revenue of $582.30 million for the quarter, compared to analysts’ expectations of $567.91 million. Nebius Group had a net margin of 4.55% and a negative return on equity of 6.03%. Nebius Group’s revenue for the quarter was up 454% compared to the same quarter last year. During the same period in the prior year, the business earned $2.38 earnings per share. As a group, equities analysts forecast that Nebius Group N.V. will post -3.00 earnings per share for the current fiscal year.

Institutional Trading of Nebius Group

A number of hedge funds have recently bought and sold shares of the company. BlackRock Inc. grew its position in Nebius Group by 16.0% during 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 bought a new stake in shares of Nebius Group in the 2nd quarter worth approximately $1,232,895,000. State Street Corp lifted its holdings in shares of Nebius Group by 16.2% in the 2nd quarter. State Street Corp now owns 4,069,875 shares of the company’s stock worth $1,123,977,000 after acquiring an additional 568,415 shares during the last quarter. Jennison Associates LLC lifted its holdings in shares of Nebius Group by 134.3% in the 2nd 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 last quarter. Finally, Accel Leaders 4 Associates L.P. purchased a new stake in shares of Nebius Group in the 2nd quarter valued at $1,012,097,322. Institutional investors own 21.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on NBIS shares. Piper Sandler assumed coverage on shares of Nebius Group in a report on Monday, August 3rd. They issued a “neutral” rating and a $224.00 price target on the stock. Weiss Ratings downgraded shares of Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday. DA Davidson reiterated a “neutral” rating and issued a $175.00 target price on shares of Nebius Group in a research report on Thursday, August 13th. Citigroup upped 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. Finally, Robert W. Baird increased their target price on Nebius Group from $250.00 to $340.00 and gave the company an “outperform” rating in a research note on Thursday, August 13th. Three analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $245.69.

Nebius Group News Summary

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

• Positive Sentiment: Seeking Alpha described Nebius as a “Strong Buy,” arguing that its capital spending plan is approximately 39% smaller than CoreWeave’s at the midpoint. The more conservative investment approach could support a stronger balance sheet and appeal to investors concerned about debt-funded GPU expansion. Nebius trades at roughly 3.7 times forward sales, well below its three-year average of 9.4 times. Nebius Is Poised To Feast On The CoreWeave Rout
• Positive Sentiment: Analyst support remains a near-term catalyst. Reports cited a reiterated $355 price target, a bullish Truist view and an average Wall Street target of $245.69, well above the current trading level. The broader analyst consensus is “Moderate Buy.” Analyst Reiterates $355 Target
• Positive Sentiment: Investor interest is supported by strong operating growth: second-quarter revenue increased 454% year over year, annualized recurring revenue reached approximately $3 billion, and management is targeting 5 gigawatts of operational capacity by 2030. A Palantir partnership also strengthens the company’s positioning in AI-native and sovereign-AI markets. Nebius AI Infrastructure Analysis
• Neutral Sentiment: A broader rebound in technology and semiconductor stocks is providing a favorable backdrop for high-growth AI companies, but this is a sector-level tailwind rather than a new company-specific development. Tech Rebounds as Semiconductor Stocks Jump
• Negative Sentiment: Risks remain significant because Nebius must invest billions to expand its AI capacity. Analysts note that second-half revenue may need to more than double first-half revenue to meet the 2026 outlook, creating execution and capital-spending risk despite a reported $37.5 billion signed backlog. Why Investors Are Still Waiting to Buy Nebius
• Negative Sentiment: Director Wilson Boynton sold 7,260 shares for approximately $1.29 million under a pre-arranged Rule 10b5-1 plan. Because he retained more than 403,000 shares, the transaction is a limited negative signal rather than clear evidence of weakening insider confidence. SEC Insider Transaction Filing

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.