Nebius Group (NASDAQ:NBIS) Stock: Insider Arne Grimme Buys 357 Shares

Nebius Group N.V. (NASDAQ:NBIS) Director Arne Grimme acquired 357 shares of the stock in a transaction on Thursday, October 22nd. The stock was acquired at an average cost of $161.97 per share, for a total transaction of $57,823.29. Following the acquisition, the director directly owned 6,985 shares in the company, valued at $1,131,360.45. This represents a 5.39% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 Monday, October 26th, Arne Grimme bought 208 shares of Nebius Group stock. The shares were acquired at an average price of $153.96 per share, for a total transaction of $32,023.68.
• On Friday, October 23rd, Arne Grimme bought 205 shares of Nebius Group stock. The shares were acquired at an average price of $158.98 per share, for a total transaction of $32,590.90.
• On Wednesday, October 21st, Arne Grimme bought 148 shares of Nebius Group stock. The shares were acquired at an average cost of $167.94 per share, with a total value of $24,855.12.
• On Tuesday, October 20th, Arne Grimme purchased 151 shares of Nebius Group stock. The stock was acquired at an average cost of $164.62 per share, with a total value of $24,857.62.
• On Monday, October 19th, Arne Grimme purchased 148 shares of Nebius Group stock. The stock was acquired at an average cost of $169.99 per share, with a total value of $25,158.52.
• On Thursday, October 15th, Arne Grimme purchased 148 shares of Nebius Group stock. The stock was acquired at an average price of $169.99 per share, for a total transaction of $25,158.52.

Nebius Group Price Performance

Nebius Group stock opened at $170.47 on Wednesday. The stock’s 50 day moving average price is $213.38 and its 200 day moving average price is $175.84. Nebius Group N.V. has a 1-year low of $73.52 and a 1-year high of $299.86. The company has a market cap of $43.13 billion, a PE ratio of -5,680.44 and a beta of 4.18.

Nebius Group (NASDAQ:NBIS) last released its quarterly earnings data on Thursday, August 13th. The company reported ($0.12) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.67) by $0.55. The business had revenue of $582.30 million during the quarter, compared to analysts’ expectations of $567.91 million. During the same quarter in the previous year, the company posted $2.38 EPS. The company’s revenue was up 454% compared to the same quarter last year. On average, equities research analysts anticipate that Nebius Group N.V. will post -3.19 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on NBIS shares. Rosenblatt Securities initiated coverage on shares of Nebius Group in a report on Thursday, October 8th. They issued a “buy” rating and a $304.00 price target for the company. Citigroup boosted their price objective on shares of Nebius Group from $278.00 to $324.00 and gave the stock a “buy” rating in a report on Friday, August 14th. Wall Street Zen upgraded shares of Nebius Group from a “strong sell” rating to a “sell” rating in a research report on Sunday, August 16th. Zacks Research raised shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Monday, October 19th. Finally, Truist Financial raised shares of Nebius Group to a “strong-buy” rating in a report on Thursday, September 10th. Four equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Nebius Group has an average rating of “Moderate Buy” and a consensus price target of $243.25.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. Saudi Central Bank raised its stake in Nebius Group by 110.0% in the 2nd quarter. Saudi Central Bank now owns 167,819 shares of the company’s stock valued at $46,347,000 after purchasing an additional 87,896 shares during the last quarter. Lombard Odier Asset Management Switzerland SA purchased a new position in Nebius Group in the 1st quarter valued at about $1,087,000. Situational Awareness LP acquired a new stake in shares of Nebius Group during the 2nd quarter worth about $1,232,895,000. HB Wealth Management LLC acquired a new stake in shares of Nebius Group during the 1st quarter worth about $735,000. Finally, Amundi boosted its stake in shares of Nebius Group by 10.6% during the 1st quarter. Amundi now owns 1,343,954 shares of the company’s stock worth $139,449,000 after purchasing an additional 128,380 shares during the last quarter. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Key Nebius Group News

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

• Positive Sentiment: AI-cloud shares rallied broadly, with Nebius among the strongest performers, as investors bought the dip following concerns about interest rates and debt-funded infrastructure spending. CoreWeave’s planned capacity expansion in Denmark helped reinforce expectations for sustained AI-computing demand. Nebius rises with neocloud stocks
• Positive Sentiment: Nebius reportedly raised approximately $279 million for its data-center project near Lille, France. The financing supports the company’s international expansion and provides additional evidence that it can fund its planned AI infrastructure buildout despite tighter capital markets. Why CoreWeave and Nebius stocks are rising
• Positive Sentiment: Investors are viewing Nebius’s balance sheet more favorably than CoreWeave’s: Nebius has approximately $8.5 billion of debt and $8.0 billion of cash, compared with CoreWeave’s $35.1 billion of debt and $5.5 billion of cash. Director Arne Grimme also made multiple purchases under a pre-arranged 10b5-1 plan, offering a modest insider-confidence signal. Nebius versus CoreWeave debt comparison
• Neutral Sentiment: Nebius launched live spot GPU pricing, which could improve pricing transparency and help customers manage compute costs. The feature may support adoption, but it could also make pricing competition and pressure on margins more visible. Nebius launches live spot GPU pricing
• Negative Sentiment: Elon Musk’s warning that more than 200 neocloud companies could face “guppy-level” failures and consolidation continues to weigh on the sector, highlighting the capital intensity and financing risks facing AI infrastructure providers. Musk warns of neocloud failures
• Negative Sentiment: Investors remain concerned about dilution following Nebius’s $5 billion convertible-note offering and the substantial capital expenditure required to expand capacity. Those concerns are significant because the stock remains highly valued and volatile despite rapid revenue growth. Nebius compared with CoreWeave and Oracle

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.