Insider Buying: Nebius Group (NASDAQ:NBIS) Director Purchases $24,857.62 in Stock

Nebius Group N.V. (NASDAQ:NBIS) Director Arne Grimme bought 151 shares of the stock in a transaction that occurred on Tuesday, October 20th. The shares were purchased at an average cost of $164.62 per share, with a total value of $24,857.62. Following the purchase, the director directly owned 6,480 shares of the company’s stock, valued at $1,066,737.60. The trade was a 2.39% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available through 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 bought 148 shares of Nebius Group stock. The stock was purchased at an average price of $167.94 per share, for a total transaction of $24,855.12.
• On Monday, October 19th, Arne Grimme purchased 148 shares of Nebius Group stock. The shares were purchased at an average cost of $169.99 per share, for a total transaction of $25,158.52.
• On Thursday, October 15th, Arne Grimme purchased 148 shares of Nebius Group stock. The shares were acquired at an average price of $169.99 per share, with a total value of $25,158.52.

Nebius Group Trading Up 0.1%

Shares of NBIS stock traded up $0.12 during mid-day trading on Wednesday, hitting $171.57. The company’s stock had a trading volume of 19,191,720 shares, compared to its average volume of 18,006,662. The company’s fifty day simple moving average is $222.86 and its 200-day simple moving average is $208.43. 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 quick ratio of 4.03 and a current ratio of 4.03. The company has a market cap of $43.41 billion, a PE 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) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 company had revenue of $582.30 million for the quarter, compared to the consensus estimate of $567.91 million. During the same period in the previous year, the business earned $2.38 EPS. The firm’s revenue was up 454% compared to the same quarter last year. As a group, equities research analysts expect that Nebius Group N.V. will post -3.48 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Nebius Group

A number of hedge funds have recently bought and sold shares of NBIS. Confluence Investment Management LLC grew its position in Nebius Group by 2.0% in the 2nd quarter. Confluence Investment Management LLC now owns 2,475 shares of the company’s stock worth $684,000 after purchasing an additional 48 shares in the last quarter. Eastern Bank increased its stake in Nebius Group by 66.3% in the 3rd quarter. Eastern Bank now owns 158 shares of the company’s stock valued at $37,000 after buying an additional 63 shares during the last quarter. Jasper Ridge Partners L.P. lifted 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 worth $4,455,000 after buying an additional 74 shares in the last quarter. Ancora Advisors LLC lifted 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 worth $131,000 after buying an additional 75 shares in the last quarter. Finally, N.E.W. Advisory Services LLC lifted its position in shares of Nebius Group by 76.0% during the 2nd quarter. N.E.W. Advisory Services LLC now owns 176 shares of the company’s stock worth $49,000 after buying an additional 76 shares in the last quarter. 21.90% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the company. Zacks Research upgraded Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Monday. President Capital assumed coverage on shares of Nebius Group in a research note on Tuesday, June 30th. They issued a “buy” rating for the company. BNP Paribas Exane upgraded shares of Nebius Group from a “neutral” rating to an “outperform” rating and boosted their target price for the company from $260.00 to $399.00 in a research report on Thursday, September 24th. Rothschild & Co Redburn began coverage on shares of Nebius Group in a research report on Monday, September 21st. They set a “sell” rating and a $84.00 target price on the stock. Finally, Truist Financial raised shares of Nebius Group to a “strong-buy” rating in a research note on Thursday, September 10th. Four investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Nebius Group has an average rating of “Moderate Buy” and an average price target of $243.25.

Nebius Group News Summary

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

• Positive Sentiment: Nebius Chief Revenue Officer Marc Boroditsky said AI-computing prices are rising faster than expected, supporting the company’s revenue outlook. He also argued that Nebius is less exposed to debt-related risks than more heavily leveraged competitors. Investors are questioning neoclouds’ business model but Nebius says AI computing prices are rising
• Positive Sentiment: SpaceX executives said new compute deployments are generating payback in less than a year, while Elon Musk dismissed concerns about AI-cloud overcapacity. Those comments helped improve sentiment across AI-infrastructure stocks, including Nebius. AI Cloud Stocks Rise as Musk Calls Overcapacity Talk Ridiculous
• Positive Sentiment: Nebius introduced public spot pricing for GPU compute, giving customers greater cost visibility and potentially improving demand conversion as European AI companies expand. The company is also participating with NVIDIA and Sereact in a robotic-returns training project, which broadens its commercial AI use cases. Nebius brings compute pricing into the open
• Positive Sentiment: Zacks upgraded Nebius to “strong buy,” and a director purchased 148 shares for approximately $25,159. The insider transaction is modest, but it provides a limited confidence signal following the recent sell-off. Nebius Director Purchases Shares
• Neutral Sentiment: Some investors view Nebius more favorably than DigitalOcean and CoreWeave because customer prepayments and comparatively disciplined spending may reduce financing risk. However, the company remains dependent on continued AI demand and large infrastructure investments. Nebius Versus DigitalOcean
• Negative Sentiment: Piper Sandler cut its Nebius price target from $237 to $185 and assigned a “neutral” rating. The downgrade highlights valuation and execution concerns even though management believes Nebius is less exposed to AI-cloud debt risks. Piper Sandler Cuts Nebius Price Target
• Negative Sentiment: Investors remain concerned that debt-funded expansion, rising borrowing costs and a future glut of GPU capacity could pressure pricing and returns. Reports that Michael Burry is shorting Nebius add to the negative sentiment, although the position is not independently confirmed by the company.

Nebius Group Company Profile

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.