Nebius Group (NASDAQ:NBIS) Posts Quarterly Earnings Results, Beats Expectations By $0.55 EPS

Nebius Group (NASDAQ:NBIS) released its earnings results on Thursday. The company reported ($0.12) EPS for the quarter, topping the consensus estimate of ($0.67) by $0.55, Zacks reports. Nebius Group had a net margin of 4.55% and a negative return on equity of 7.33%. The company had revenue of $582.30 million during the quarter, compared to analysts’ expectations of $567.91 million. During the same quarter last year, the business earned $2.38 EPS. The business’s revenue was up 454% on a year-over-year basis.

Nebius Group Price Performance

NBIS stock opened at $255.04 on Friday. The stock’s 50 day moving average is $221.54 and its two-hundred day moving average is $167.36. Nebius Group has a 52-week low of $62.01 and a 52-week high of $299.86. The company has a market capitalization of $64.53 billion, a PE ratio of -8,498.50 and a beta of 4.23. The company has a quick ratio of 8.33, a current ratio of 8.33 and a debt-to-equity ratio of 1.16.

Insider Activity at Nebius Group

In other news, Director John Wilson Iv Boynton sold 5,812 shares of the firm’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $253.29, for a total transaction of $1,472,121.48. Following the completion of the sale, the director owned 378,665 shares of the company’s stock, 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 Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Marc Boroditsky sold 10,776 shares of Nebius Group stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $276.20, for a total transaction of $2,976,331.20. Following the completion of the sale, the executive owned 26,886 shares of the company’s stock, valued at approximately $7,425,913.20. This trade represents a 28.61% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 136,310 shares of company stock worth $32,569,613.

Institutional Trading of Nebius Group

Several institutional investors and hedge funds have recently bought and sold shares of the company. Parkside Financial Bank & Trust acquired a new position in shares of Nebius Group in the 4th quarter worth approximately $25,000. NewEdge Advisors LLC acquired a new position in Nebius Group in the first quarter worth $40,000. Golden State Wealth Management LLC acquired a new position in shares of Nebius Group in the 4th quarter valued at about $43,000. Sunbelt Securities Inc. acquired a new position in shares of Nebius Group in the 3rd quarter valued at about $54,000. Finally, Daiwa Securities Group Inc. bought a new stake in shares of Nebius Group during the 2nd quarter valued at about $68,000. Institutional investors and hedge funds own 21.90% of the company’s stock.

Nebius Group News Roundup

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

• Positive Sentiment: Q2 results substantially exceeded expectations. Revenue rose 454% year over year to $582.3 million, above consensus, while the adjusted EPS loss of $0.12 was narrower than the expected $0.67 loss. AI-cloud revenue grew more than 500%, reinforcing that demand—not customer interest—is currently the primary industry constraint. Nebius beats quarterly revenue estimates as AI demand fuels growth
• Positive Sentiment: Growth visibility improved. Nebius reported approximately $3 billion in annualized run-rate revenue, a backlog exceeding $40 billion, higher contracted-power guidance of 5 gigawatts and several large AI infrastructure agreements. These metrics suggest substantial multiyear revenue potential as new capacity comes online. Nebius Surges 34% Post Q2: Will $40B Backlog Power Further Growth?
• Positive Sentiment: Financing and profitability prospects are improving. Customer prepayments, cheaper debt and a more asset-light capacity model could reduce the funding burden of expansion. Analysts also highlighted positive adjusted EBITDA and a potential path to profitability earlier than currently expected. Nebius Has Found a New Way to Finance AI Infrastructure
• Positive Sentiment: Expansion news added to the bullish narrative. Nebius agreed with Vantage Data Centers to deploy NVIDIA-powered AI infrastructure in Wales, supporting domestic U.K. demand and expanding its geographic footprint. Vantage Data Centers and Nebius Expand UK AI Infrastructure
• Neutral Sentiment: Analyst sentiment became more divided after the rally: Baird raised its target to $340 with an outperform rating, while DA Davidson maintained a neutral rating and a $175 target. Technical analysts nevertheless see continued momentum. Nebius analyst price-target updates
• Negative Sentiment: Valuation and execution risks are elevated. Commentary noted that NBIS trades at an exceptionally high sales multiple after its steep advance. The company also guided to 2026 revenue of $3.0 billion-$3.4 billion, around or below some consensus estimates, while rapid infrastructure expansion could increase debt, capital requirements and pressure on margins. Nebius Just Exploded 34% on Blowout Earnings

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on NBIS. BNP Paribas Exane assumed coverage on Nebius Group in a report on Tuesday, June 2nd. They issued a “neutral” rating and a $255.00 price target for the company. Northland Securities boosted their target price on shares of Nebius Group from $248.00 to $410.00 and gave the stock an “outperform” rating in a research report on Monday, July 20th. Piper Sandler assumed coverage on shares of Nebius Group in a research note on Monday, August 3rd. They issued a “neutral” rating and a $224.00 target price for the company. Citizens Jmp raised their price target on shares of Nebius Group from $175.00 to $270.00 and gave the company a “market outperform” rating in a report on Thursday, May 14th. Finally, Bank of America lifted their price target on shares of Nebius Group from $240.00 to $280.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $222.71.

About Nebius Group

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.