Pinpoint Asset Management Singapore Pte. Ltd. Buys Shares of 3,024 Nebius Group N.V. $NBIS

Pinpoint Asset Management Singapore Pte. Ltd. bought a new position in shares of Nebius Group N.V. (NASDAQ:NBIS) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 3,024 shares of the company’s stock, valued at approximately $835,000.

Several other institutional investors also recently modified their holdings of the stock. Parkside Financial Bank & Trust bought a new position in shares of Nebius Group in the 4th quarter valued at $25,000. Allied Private Wealth LLC acquired a new stake in shares of Nebius Group during the 2nd quarter valued at $25,000. Root Financial Partners LLC bought a new stake in Nebius Group during the 4th quarter worth $26,000. SHP Wealth Management bought a new stake in Nebius Group during the 4th quarter worth $26,000. Finally, Sound Income Strategies LLC increased its holdings in Nebius Group by 62.5% in the 1st quarter. Sound Income Strategies LLC now owns 260 shares of the company’s stock worth $27,000 after purchasing an additional 100 shares in the last quarter. 21.90% of the stock is currently owned by institutional investors and hedge funds.

More Nebius Group News

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

Insider Transactions at Nebius Group

In other news, Director John Wilson Iv Boynton sold 5,812 shares of Nebius Group stock in a transaction on Monday, June 15th. The shares were sold at an average price of $253.29, for a total value of $1,472,121.48. Following the completion of the sale, the director owned 378,665 shares in the company, valued at $95,912,057.85. The trade was a 1.51% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Arkadiy Volozh sold 46,627 shares of the business’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $235.45, for a total transaction of $10,978,327.15. Following the transaction, the chief executive officer owned 821,662 shares in the company, valued at $193,460,317.90. The trade was a 5.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 136,310 shares of company stock valued at $32,569,613.

Analyst Ratings Changes

Several research firms have commented on NBIS. Robert W. Baird increased their target price on Nebius Group from $250.00 to $340.00 and gave the company an “outperform” rating in a research 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 report on Friday. Freedom Capital raised Nebius Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. BNP Paribas Exane started coverage on shares of Nebius Group in a report on Tuesday, June 2nd. They issued a “neutral” rating and a $255.00 price objective for the company. Finally, Northland Securities lifted 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. One equities 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 MarketBeat, Nebius Group currently has an average rating of “Moderate Buy” and a consensus target price of $226.00.

Nebius Group Stock Performance

NBIS stock opened at $277.58 on Friday. The firm has a market cap of $70.23 billion, a PE ratio of -9,249.58 and a beta of 4.23. 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 stock has a 50-day moving average price of $222.53 and a 200-day moving average price of $168.13. 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 released its earnings results on Wednesday, August 12th. The company reported ($0.12) EPS for the quarter, topping the consensus estimate of ($0.67) by $0.55. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%.The business had revenue of $582.30 million during the quarter, compared to analysts’ expectations of $567.91 million. During the same quarter last year, the firm posted $2.38 earnings per share. The firm’s revenue was up 454% on a year-over-year basis. As a group, equities research analysts expect that Nebius Group N.V. will post -3.91 earnings per share for the current year.

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.