IPG Investment Advisors LLC Has $559,000 Holdings in Nebius Group N.V. $NBIS

IPG Investment Advisors LLC decreased its position in shares of Nebius Group N.V. (NASDAQ:NBIS) by 62.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,025 shares of the company’s stock after selling 3,375 shares during the quarter. IPG Investment Advisors LLC’s holdings in Nebius Group were worth $559,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of NBIS. Arlington Capital Management Inc. acquired a new stake in Nebius Group in the 2nd quarter valued at $238,000. National Pension Service raised its holdings in Nebius Group by 1,911.0% during the second quarter. National Pension Service now owns 312,303 shares of the company’s stock worth $86,249,000 after buying an additional 296,773 shares during the last quarter. BlueCrest Capital Management Ltd acquired a new position in Nebius Group during the second quarter worth $503,000. WINTON GROUP Ltd bought a new position in shares of Nebius Group in the second quarter valued at $653,000. Finally, Integrated Wealth Concepts LLC grew its holdings in shares of Nebius Group by 11.1% during the second quarter. Integrated Wealth Concepts LLC now owns 6,319 shares of the company’s stock valued at $1,745,000 after buying an additional 631 shares during the last quarter. 21.90% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Nebius Group

In related news, insider Andrey Korolenko sold 33,871 shares of the stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total transaction of $7,974,926.95. Following the completion of the sale, the insider directly owned 551,338 shares of the company’s stock, valued at approximately $129,812,532.10. This trade represents a 5.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Charles E. Ryan sold 50,000 shares of Nebius Group stock in a transaction on Friday, August 14th. The stock was sold at an average price of $265.53, for a total value of $13,276,500.00. Following the sale, the director owned 272,533 shares in the company, valued at $72,365,687.49. This trade represents a 15.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 159,013 shares of company stock worth $39,216,975.

Wall Street Analyst Weigh In

NBIS has been the subject of several recent research reports. 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. Truist Financial assumed coverage on shares of Nebius Group in a research report on Wednesday. They issued a “buy” rating and a $355.00 price target on the stock. Weiss Ratings downgraded Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Wednesday. Citigroup increased their price objective on Nebius Group from $278.00 to $324.00 and gave the stock a “buy” rating in a research note on Friday, August 14th. Finally, BNP Paribas Exane started coverage on Nebius Group in a report on Tuesday, June 2nd. They issued a “neutral” rating and a $255.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $234.60.

Nebius Group News Summary

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

• Positive Sentiment: Palantir selected Nebius as its preferred sovereign AI infrastructure partner. The relationship combines Palantir’s software with Nebius’ GPU data centers and could expand enterprise demand, accelerate capacity deployment and support modular data centers near available power. Sovereign AI: Palantir and Nebius Cut the Cloud Cord
• Positive Sentiment: Truist initiated coverage with a Buy rating and a $355 price target, implying substantial upside from the referenced share price. The initiation adds fresh institutional support to the stock.
• Positive Sentiment: Nebius reportedly auctioned Blackwell GPU capacity at its highest pricing yet, while management indicated it could sell its 2027 capacity but is deliberately limiting commitments. That points to strong demand and potential pricing power. Should You Grab Nebius In Anticipation of Full Capacity Pricing?
• Positive Sentiment: An optimistic analysis highlights multiyear AI-cloud contracts averaging more than $1 billion, customer prepayments covering roughly 50%–60% of related capacity spending and premium B200 pricing. These factors could improve cash conversion and shorten infrastructure payback periods. Nebius Stock Is Actually Cheap

Nebius Group Stock Down 5.1%

NBIS opened at $228.11 on Friday. The company has a debt-to-equity ratio of 0.82, a current ratio of 4.03 and a quick ratio of 4.03. The company’s 50-day moving average is $211.71 and its 200 day moving average is $186.12. Nebius Group N.V. has a fifty-two week low of $73.52 and a fifty-two week high of $299.86. The firm has a market capitalization of $57.72 billion, a P/E ratio of -7,601.13 and a beta of 4.23.

Nebius Group (NASDAQ:NBIS) last issued its quarterly earnings data on Thursday, August 13th. The company reported ($0.12) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.67) by $0.55. The business had revenue of $582.30 million during the quarter, compared to the consensus estimate 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 quarterly revenue was up 454% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.38 EPS. Research analysts expect that Nebius Group N.V. will post -3.76 earnings per share for the current fiscal year.

Nebius Group Company Profile

Nebius Group N.V. (NASDAQ: NBIS) is a technology company focused on artificial intelligence infrastructure and related services. Its principal business is Nebius AI, a cloud platform that provides computing, storage, networking and managed infrastructure designed to support the development and deployment of AI applications, including access to accelerated computing resources.

The company also operates or develops businesses in adjacent technology markets. These include Toloka, which provides data and evaluation services for machine-learning systems; TripleTen, an online education platform offering technology-focused training; and Avride, a developer of autonomous driving and delivery technologies.