DNB Asset Management AS Purchases Shares of 46,899 Nebius Group N.V. $NBIS

DNB Asset Management AS purchased a new stake in Nebius Group N.V. (NASDAQ:NBIS) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 46,899 shares of the company’s stock, valued at approximately $3,926,000.

Several other large investors have also recently bought and sold shares of the stock. Harbor Advisors LLC raised its holdings in Nebius Group by 0.4% in the 3rd quarter. Harbor Advisors LLC now owns 27,600 shares of the company’s stock valued at $3,099,000 after acquiring an additional 100 shares during the period. Keybank National Association OH grew its position in shares of Nebius Group by 5.7% during the 4th quarter. Keybank National Association OH now owns 2,584 shares of the company’s stock worth $216,000 after purchasing an additional 140 shares in the last quarter. Blue Trust Inc. grew its position in shares of Nebius Group by 73.8% during the 4th quarter. Blue Trust Inc. now owns 332 shares of the company’s stock worth $28,000 after purchasing an additional 141 shares in the last quarter. WealthCare Investment Partners LLC grew its position in shares of Nebius Group by 6.2% during the 4th quarter. WealthCare Investment Partners LLC now owns 2,589 shares of the company’s stock worth $233,000 after purchasing an additional 150 shares in the last quarter. Finally, CWM LLC grew its position in shares of Nebius Group by 6.1% during the 4th quarter. CWM LLC now owns 2,628 shares of the company’s stock worth $220,000 after purchasing an additional 152 shares in the last quarter. 21.90% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, Director Elena Bunina sold 10,894 shares of the stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $206.87, for a total transaction of $2,253,641.78. Following the sale, the director owned 10,772 shares in the company, valued at approximately $2,228,403.64. This trade represents a 50.28% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Andrey Korolenko sold 500,000 shares of the stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $203.24, for a total transaction of $101,620,000.00. Following the sale, the insider owned 585,209 shares in the company, valued at $118,937,877.16. This represents a 46.07% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 661,835 shares of company stock worth $122,524,959.

Nebius Group Stock Performance

NASDAQ NBIS opened at $197.73 on Wednesday. The company has a current ratio of 8.33, a quick ratio of 8.33 and a debt-to-equity ratio of 1.16. The firm has a market capitalization of $50.03 billion, a price-to-earnings ratio of 63.78 and a beta of 4.03. The firm’s 50 day simple moving average is $142.33 and its 200 day simple moving average is $112.04. Nebius Group N.V. has a 1 year low of $34.72 and a 1 year high of $233.73.

Nebius Group (NASDAQ:NBIS) last posted its quarterly earnings results on Thursday, May 14th. The company reported ($0.23) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.77) by $0.54. The business had revenue of $399.00 million for the quarter, compared to analyst estimates of $375.13 million. Nebius Group had a net margin of 95.27% and a negative return on equity of 9.11%. The business’s quarterly revenue was up 684.0% compared to the same quarter last year. As a group, research analysts expect that Nebius Group N.V. will post -2.33 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have issued reports on NBIS. Weiss Ratings upgraded shares of Nebius Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, April 27th. Wolfe Research began coverage on shares of Nebius Group in a research report on Thursday, April 16th. They set a “peer perform” rating on the stock. Compass Point began coverage on shares of Nebius Group in a research report on Wednesday, February 18th. They set a “buy” rating and a $150.00 target price on the stock. DA Davidson lowered shares of Nebius Group from a “buy” rating to a “neutral” rating and increased their target price for the stock from $200.00 to $250.00 in a research report on Monday. Finally, Morgan Stanley increased their target price on shares of Nebius Group from $126.00 to $144.00 and gave the stock an “equal weight” rating in a research report on Thursday, May 14th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, Nebius Group has an average rating of “Moderate Buy” and a consensus target price of $182.75.

Key Nebius Group News

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

• Positive Sentiment: Citi reportedly raised its price target to a street-high $287, underscoring bullish analyst sentiment after Nebius’ strong quarter and rapid growth. Article Title
• Positive Sentiment: Nebius’ Q1 results showed revenue up 684% year over year to $399 million, with the company reiterating 2026 revenue guidance of $3 billion to $3.4 billion and raising contracted power guidance to more than 4 gigawatts. Article Title
• Neutral Sentiment: One article highlighted that NVIDIA’s latest portfolio filing may not mean much for Nebius directly, but it has kept investor attention on the stock amid broader AI infrastructure positioning. Article Title
• Neutral Sentiment: Chief Revenue Officer Marc Boroditsky sold 4,500 shares in a pre-arranged Rule 10b5-1 plan, a routine insider sale that may add to near-term caution but does not necessarily signal a change in the company’s outlook. Article Title
• Negative Sentiment: DA Davidson downgraded Nebius to Neutral, saying the stock’s valuation had run too far ahead of fundamentals after a sharp post-earnings rally. Article Title
• Negative Sentiment: New competition is adding pressure: Google and Blackstone announced a $5 billion AI cloud venture, raising concerns that well-capitalized rivals could challenge pure-play infrastructure providers like Nebius. Article Title

Nebius Group 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.