HighTower Advisors LLC Grows Stock Holdings in Nebius Group N.V. $NBIS

HighTower Advisors LLC grew its position in Nebius Group N.V. (NASDAQ:NBIS) by 20.4% in the second quarter, HoldingsChannel reports. The institutional investor owned 26,175 shares of the company’s stock after acquiring an additional 4,431 shares during the period. HighTower Advisors LLC’s holdings in Nebius Group were worth $7,229,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of NBIS. Allied Private Wealth LLC acquired a new position in Nebius Group during the 2nd quarter worth about $25,000. Sarver Vrooman Wealth Advisors acquired a new position in Nebius Group in the 2nd quarter valued at about $28,000. GoalVest Advisory LLC purchased a new stake in Nebius Group during the second quarter worth about $28,000. MassMutual Private Wealth & Trust FSB increased its stake in Nebius Group by 95.7% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 229 shares of the company’s stock worth $63,000 after purchasing an additional 112 shares during the period. Finally, Sound Income Strategies LLC increased its stake in Nebius Group by 62.5% during the first quarter. Sound Income Strategies LLC now owns 260 shares of the company’s stock worth $27,000 after purchasing an additional 100 shares during the period. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Analysts Set New Price Targets

NBIS has been the subject of several recent research reports. Zacks Research lowered shares of Nebius Group from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 31st. Morgan Stanley upped their target price on shares of Nebius Group from $126.00 to $144.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 14th. Citizens Jmp increased their target price on shares of Nebius Group from $175.00 to $270.00 and gave the stock a “market outperform” rating in a report on Thursday, May 14th. BNP Paribas Exane started coverage on shares of Nebius Group in a research report on Tuesday, June 2nd. They issued a “neutral” rating and a $255.00 price target for the company. Finally, Robert W. Baird boosted their price target on shares of Nebius Group from $250.00 to $340.00 and gave the stock an “outperform” rating in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $226.00.

Nebius Group Stock Performance

Shares of Nebius Group stock opened at $277.58 on Friday. The business has a 50-day simple moving average of $222.53 and a 200-day simple moving average of $168.13. The company has a debt-to-equity ratio of 0.82, a quick ratio of 8.33 and a current ratio of 4.03. Nebius Group N.V. has a one year low of $62.01 and a one year high of $299.86. The company has a market cap of $70.23 billion, a PE ratio of -9,249.58 and a beta of 4.23.

Nebius Group (NASDAQ:NBIS) last issued its earnings results on Wednesday, August 12th. The company reported ($0.12) earnings per share for the quarter, beating the consensus estimate of ($0.67) by $0.55. The firm had revenue of $582.30 million for the quarter, compared to analysts’ expectations of $567.91 million. Nebius Group had a net margin of 4.55% and a negative return on equity of 6.03%. The firm’s revenue was up 454% compared to the same quarter last year. During the same quarter last year, the company earned $2.38 earnings per share. On average, equities research analysts forecast that Nebius Group N.V. will post -3.91 EPS for the current fiscal year.

Nebius Group News Roundup

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 Activity at Nebius Group

In other Nebius Group news, insider Andrey Korolenko sold 33,871 shares of the stock in a transaction that occurred on 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 sale, the insider directly owned 551,338 shares of the company’s stock, valued at approximately $129,812,532.10. This represents a 5.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, CRO Marc Boroditsky sold 10,776 shares of the firm’s stock in a transaction on Tuesday, June 2nd. The shares were 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 in the company, valued at $7,425,913.20. The trade was a 28.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 136,310 shares of company stock worth $32,569,613 over the last ninety days.

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.