Nebius Group (NASDAQ:NBIS) Director Arne Grimme Buys 151 Shares of Stock

Nebius Group N.V. (NASDAQ:NBIS) Director Arne Grimme bought 151 shares of the business’s stock in a transaction that occurred on Tuesday, October 20th. The shares were bought at an average price of $164.62 per share, with a total value of $24,857.62. Following the completion of the purchase, the director owned 6,480 shares in the company, valued at approximately $1,066,737.60. The trade was a 2.39% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at 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 Wednesday, October 21st, Arne Grimme purchased 148 shares of Nebius Group stock. The stock was bought at an average cost of $167.94 per share, with a total value of $24,855.12.
• On Monday, October 19th, Arne Grimme purchased 148 shares of Nebius Group stock. The stock was bought 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 bought at an average price of $169.99 per share, for a total transaction of $25,158.52.

Nebius Group Stock Performance

NASDAQ NBIS opened at $171.57 on Thursday. The company’s fifty day moving average is $221.10 and its two-hundred day moving average is $208.87. Nebius Group N.V. has a 52-week low of $73.52 and a 52-week high of $299.86. The company has a debt-to-equity ratio of 0.82, a current ratio of 4.03 and a quick ratio of 4.03. The firm has a market capitalization of $43.41 billion, a price-to-earnings ratio of -5,717.09 and a beta of 4.18.

Nebius Group (NASDAQ:NBIS) last announced its quarterly earnings data on Thursday, August 13th. The company reported ($0.12) EPS for the quarter, beating analysts’ consensus estimates of ($0.67) by $0.55. Nebius Group had a net margin of 4.55% and a negative return on equity of 6.03%. The business had revenue of $582.30 million during the quarter, compared to analyst estimates of $567.91 million. During the same quarter in the prior year, the business earned $2.38 earnings per share. The firm’s revenue for the quarter was up 454% on a year-over-year basis. Equities research analysts forecast that Nebius Group N.V. will post -3.48 EPS for the current year.

Analyst Upgrades and Downgrades

Several research firms have commented on NBIS. Zacks Research raised Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Monday. Wall Street Zen upgraded Nebius Group from a “strong sell” rating to a “sell” rating in a research report on Sunday, August 16th. Rothschild & Co Redburn began coverage on Nebius Group in a research report on Monday, September 21st. They issued a “sell” rating and a $84.00 price objective for the company. Citigroup lifted their price objective on Nebius Group from $278.00 to $324.00 and gave the stock a “buy” rating in a report on Friday, August 14th. Finally, Robert W. Baird boosted their price objective on Nebius Group from $250.00 to $340.00 and gave the company an “outperform” rating in a research report on Thursday, August 13th. Four analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Nebius Group has an average rating of “Moderate Buy” and an average price target of $243.25.

Hedge Funds Weigh In On Nebius Group

A number of hedge funds have recently made changes to their positions in NBIS. Confluence Investment Management LLC lifted its holdings in shares of Nebius Group by 2.0% during the 2nd quarter. Confluence Investment Management LLC now owns 2,475 shares of the company’s stock worth $684,000 after acquiring an additional 48 shares during the period. Eastern Bank boosted its position in shares of Nebius Group by 66.3% during the 3rd quarter. Eastern Bank now owns 158 shares of the company’s stock valued at $37,000 after acquiring an additional 63 shares in the last quarter. Jasper Ridge Partners L.P. boosted its position in shares of Nebius Group by 0.5% during the 2nd quarter. Jasper Ridge Partners L.P. now owns 16,132 shares of the company’s stock valued at $4,455,000 after acquiring an additional 74 shares in the last quarter. Ancora Advisors LLC boosted its position in shares of Nebius Group by 18.8% during the 2nd quarter. Ancora Advisors LLC now owns 475 shares of the company’s stock valued at $131,000 after acquiring an additional 75 shares in the last quarter. Finally, N.E.W. Advisory Services LLC increased its stake in Nebius Group by 76.0% in the second quarter. N.E.W. Advisory Services LLC now owns 176 shares of the company’s stock valued at $49,000 after acquiring an additional 76 shares during the period. Institutional investors and hedge funds 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: Nebius’ Chief Revenue Officer Marc Boroditsky said AI-computing prices continue to rise faster than expected, countering concerns that a supply glut could undermine neocloud economics. SpaceX executives also said new AI-compute deployments are generating payback in less than a year, supporting broader demand for GPU infrastructure. Investors question neocloud business model
• Positive Sentiment: Director Arne Grimme bought a combined 299 shares for roughly $49,700 in transactions on October 20 and 21. Although both purchases were made under a pre-arranged Rule 10b5-1 plan, the increased position provides a modest confidence signal. SEC insider purchase filing
• Positive Sentiment: Nebius announced public live spot pricing for GPU compute and participated in a robotics project with NVIDIA, Sereact, CEVA Logistics and Zalando. Greater pricing transparency and real-world AI deployments could help attract customers and validate its platform. Nebius announces public GPU spot pricing
• Neutral Sentiment: Longer-term bullish commentary argues the AI infrastructure buildout is still in its early stages, with substantial future spending expected on GPUs, data centers, power and networking. However, this view does not resolve Nebius’ near-term profitability and execution requirements.
• Negative Sentiment: Piper Sandler cut its Nebius price target from $237 to $185 and assigned a neutral rating. The downgrade reflects valuation and financing concerns, even though the new target remains above the current trading level. Piper Sandler cuts Nebius target
• Negative Sentiment: Investors remain concerned about debt-funded expansion, heavy capital expenditures and the possibility of excess AI-compute capacity. These concerns have pressured Nebius and CoreWeave despite supportive comments from SpaceX executives. Why CoreWeave and Nebius stocks are under pressure
• Negative Sentiment: Investor Michael Burry’s reported short position in Nebius adds to negative sentiment, while a recent director sale of 7,260 shares worth about $1.29 million reinforces caution. The sale was also made under a pre-arranged trading plan, limiting its significance. Michael Burry shorting Nebius

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.