Nebius Group (NASDAQ:NBIS) Raised to “Outperform” at BNP Paribas Exane

Nebius Group (NASDAQ:NBIS) was upgraded by stock analysts at BNP Paribas Exane from a “neutral” rating to an “outperform” rating in a research note issued to investors on Thursday, Marketbeat Ratings reports. The firm currently has a $399.00 price objective on the stock. BNP Paribas Exane’s price objective would indicate a potential upside of 76.07% from the stock’s previous close.

Several other equities research analysts also recently issued reports on the company. DA Davidson restated a “neutral” rating and set a $175.00 target price on shares of Nebius Group in a research report on Thursday, August 13th. Freedom Capital upgraded Nebius Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Rothschild & Co Redburn began coverage on shares of Nebius Group in a research report on Monday. They set a “sell” rating and a $84.00 target price on the stock. Wall Street Zen upgraded Nebius Group from a “strong sell” rating to a “sell” rating in a research report on Sunday, August 16th. Finally, Piper Sandler began coverage on shares of Nebius Group in a report on Monday, August 3rd. They issued a “neutral” rating and a $224.00 price objective for the company. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Nebius Group currently has an average rating of “Moderate Buy” and an average price target of $241.80.

Nebius Group Stock Down 4.0%

Shares of NBIS opened at $226.61 on Thursday. The company has a 50-day simple moving average of $213.92 and a 200-day simple moving average of $193.97. The company has a debt-to-equity ratio of 0.82, a quick ratio of 4.03 and a current ratio of 4.03. Nebius Group has a 52 week low of $73.52 and a 52 week high of $299.86. The firm has a market capitalization of $57.34 billion, a P/E ratio of -7,551.15 and a beta of 4.23.

Nebius Group (NASDAQ:NBIS) last posted its earnings results 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 firm had revenue of $582.30 million during the quarter, compared to analysts’ expectations of $567.91 million. During the same period in the previous year, the firm earned $2.38 earnings per share. The company’s revenue was up 454% on a year-over-year basis. On average, equities research analysts expect that Nebius Group will post -3.76 earnings per share for the current year.

Insider Buying and Selling at Nebius Group

In other Nebius Group news, Director Charles Ryan sold 50,000 shares of Nebius Group stock in a transaction on Friday, August 14th. The shares were sold at an average price of $265.53, for a total transaction of $13,276,500.00. Following the completion of the sale, the director owned 272,533 shares of the company’s stock, valued at approximately $72,365,687.49. The trade was a 15.50% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through 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 company’s 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 completion of the sale, the insider owned 551,338 shares in the company, valued at $129,812,532.10. The trade was a 5.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 182,587 shares of company stock valued at $43,618,456 in the last three months.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. QRG Capital Management Inc. purchased a new position in Nebius Group during the second quarter valued at approximately $235,000. Envestnet Portfolio Solutions Inc. purchased a new stake in shares of Nebius Group in the second quarter worth approximately $275,000. State Street Corp lifted its holdings in shares of Nebius Group by 16.2% in the 2nd quarter. State Street Corp now owns 4,069,875 shares of the company’s stock worth $1,123,977,000 after purchasing an additional 568,415 shares in the last quarter. Silicon Valley Capital Partners grew its position in shares of Nebius Group by 138.0% in the second quarter. Silicon Valley Capital Partners now owns 2,975 shares of the company’s stock valued at $821,000 after purchasing an additional 1,725 shares in the last quarter. Finally, IKE Capital LLC bought a new position in Nebius Group in the 2nd quarter worth $394,000. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Key Nebius Group News

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

• Positive Sentiment: Nebius reportedly raised major GPU prices by 17% to 21%, while capacity negotiations reached $40 million to $50 million per megawatt. Customers are also funding roughly 50% to 60% of related capital expenditures upfront, potentially improving project economics and reducing payback periods to about 22 months. Nebius Just Made Its 2027 Setup More Powerful
• Positive Sentiment: The company’s latest quarter showed exceptional momentum: revenue rose 454% year over year to $582.3 million and exceeded estimates, while adjusted results also beat expectations. The continued growth suggests customers remain willing to pay premium prices for AI infrastructure.
• Positive Sentiment: FTSE All-World Index inclusion could increase Nebius’ visibility among institutional investors and create potential index-related demand. Analysts and growth-focused coverage also continue to highlight insider ownership and the company’s rapid expansion. Is Nebius Group Still Undervalued Following FTSE All World Index Inclusion?

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.