Mitsubishi UFJ Trust & Banking Corp Has $27.52 Million Position in Nebius Group N.V. $NBIS

Mitsubishi UFJ Trust & Banking Corp lessened its holdings in shares of Nebius Group N.V. (NASDAQ:NBIS) by 18.6% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 99,634 shares of the company’s stock after selling 22,738 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Nebius Group were worth $27,516,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in NBIS. Allied Private Wealth LLC bought a new stake in Nebius Group in the second quarter worth approximately $25,000. Parkside Financial Bank & Trust acquired a new position in shares of Nebius Group during the 4th quarter worth $25,000. Root Financial Partners LLC bought a new position in shares of Nebius Group during the 4th quarter valued at $26,000. SHP Wealth Management bought a new position in shares of Nebius Group during the 4th quarter valued at $26,000. Finally, Sound Income Strategies LLC lifted its stake in shares of Nebius Group by 62.5% in the 1st quarter. Sound Income Strategies LLC now owns 260 shares of the company’s stock valued at $27,000 after purchasing an additional 100 shares during the last quarter. 21.90% of the stock is currently owned by institutional investors and hedge funds.

Nebius Group Price Performance

Shares of Nebius Group stock opened at $277.58 on Friday. The company has a current ratio of 4.03, a quick ratio of 8.33 and a debt-to-equity ratio of 0.82. The firm has a fifty day simple moving average of $222.53 and a 200-day simple moving average of $168.13. The stock has a market capitalization of $70.23 billion, a price-to-earnings ratio of -9,249.58 and a beta of 4.23. Nebius Group N.V. has a 1-year low of $62.01 and a 1-year high of $299.86.

Nebius Group (NASDAQ:NBIS) last posted its earnings results on Wednesday, August 12th. The company reported ($0.12) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.67) by $0.55. The business had revenue of $582.30 million for the quarter, compared to analyst estimates 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 was up 454% compared to the same quarter last year. During the same period last year, the business posted $2.38 EPS. On average, sell-side analysts expect that Nebius Group N.V. will post -3.91 earnings per share for the current year.

Trending Headlines about Nebius Group

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

• Positive Sentiment: Exceptional quarterly growth: Nebius reported revenue of $582.3 million, up 454% year over year, while adjusted EBITDA reached $236 million and annualized revenue run rate approached $3 billion. Its AI Cloud segment grew 514%, exceeding many investor expectations. Nebius Group Q2 2026 Earnings Call Highlights
• Positive Sentiment: Large contracts and expanding capacity: Four AI infrastructure contracts reportedly exceed $1 billion in total value, helping push the contracted power target to 5 gigawatts and supporting a backlog of more than $40 billion. Investors see this as improving multiyear revenue visibility. Nebius Is Up After Multi-Billion AI Cloud Wins
• Positive Sentiment: Analyst optimism: Citigroup raised its target to $324 and maintained a buy rating, while Bank of America lifted its target to $310 and Robert W. Baird raised its target to $340 with an outperform rating. Northland Securities also reiterated its buy rating. Northland Securities Reiterates Buy Rating
• Positive Sentiment: UK expansion and trading momentum: Nebius is deploying NVIDIA-powered infrastructure at Vantage Data Centers’ Newport, Wales campus, expanding access to domestic UK AI compute. A reported “Power Inflow” order-flow signal also attracted momentum traders. Vantage and Nebius Expand UK AI Infrastructure
• Neutral Sentiment: Execution remains central: A capacity auction cleared above prior pricing records, and customer prepayments may fund a substantial portion of planned capital expenditures. These developments improve funding flexibility but increase expectations for timely capacity delivery and sustained premium pricing. Nebius Q3 Auction Broke Its Price Ceiling
• Negative Sentiment: Valuation and balance-sheet risks: Critics argue that Nebius is priced for very strong execution, while debt, asset depreciation and capital intensity could pressure long-term returns. Michael Burry’s reported short position and DA Davidson’s $175 neutral target add a bearish counterpoint. The Neoclouds Are a Trade, Not an Investment

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on NBIS shares. Freedom Capital upgraded shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. DA Davidson restated a “neutral” rating and set a $175.00 target price on shares of Nebius Group in a report on Thursday. Citigroup boosted their price target on Nebius Group from $278.00 to $324.00 and gave the stock a “buy” rating in a research report on Friday. Robert W. Baird upped their price target on Nebius Group from $250.00 to $340.00 and gave the stock an “outperform” rating in a research note on Thursday. Finally, Wall Street Zen upgraded Nebius Group from a “strong sell” rating to a “sell” rating in a research note on Sunday. 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’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $226.00.

Insider Activity

In other Nebius Group news, Director John Wilson Iv Boynton sold 5,812 shares of the company’s stock in a transaction dated 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 directly owned 378,665 shares in the company, valued at $95,912,057.85. This represents a 1.51% decrease in their ownership of the stock. The transaction was disclosed in a legal 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. Also, insider Andrey Korolenko sold 33,871 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $235.45, for a total value of $7,974,926.95. Following the completion of the sale, the insider directly owned 551,338 shares in the company, valued at approximately $129,812,532.10. This represents a 5.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 136,310 shares of company stock worth $32,569,613.

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.