Mirae Asset Global Investments Co. Ltd. Makes New Investment in Nebius Group N.V. $NBIS

Mirae Asset Global Investments Co. Ltd. purchased a new stake in Nebius Group N.V. (NASDAQ:NBIS) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 497,582 shares of the company’s stock, valued at approximately $117,370,000. Mirae Asset Global Investments Co. Ltd. owned about 0.20% of Nebius Group as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Saudi Central Bank increased its position in Nebius Group by 110.0% in the 2nd quarter. Saudi Central Bank now owns 167,819 shares of the company’s stock worth $46,347,000 after buying an additional 87,896 shares during the period. Lombard Odier Asset Management Switzerland SA acquired a new position in shares of Nebius Group during the first quarter worth approximately $1,087,000. Situational Awareness LP bought a new stake in shares of Nebius Group in the second quarter valued at approximately $1,232,895,000. HB Wealth Management LLC bought a new stake in shares of Nebius Group in the first quarter valued at approximately $735,000. Finally, Amundi boosted its position in shares of Nebius Group by 10.6% in the first quarter. Amundi now owns 1,343,954 shares of the company’s stock valued at $139,449,000 after acquiring an additional 128,380 shares during the period. 21.90% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director Wilson Boynton sold 7,260 shares of Nebius Group stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $177.63, for a total value of $1,289,593.80. Following the completion of the transaction, the director directly owned 403,522 shares of the company’s stock, valued at $71,677,612.86. The trade was a 1.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Andrey Korolenko sold 29,090 shares of the company’s stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $234.16, for a total transaction of $6,811,714.40. Following the transaction, the insider owned 522,248 shares in the company, valued at approximately $122,289,591.68. This trade represents a 5.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders purchased 1,718 shares of company stock valued at $280,207 and sold 158,490 shares valued at $38,111,200.

Nebius Group Stock Down 10.4%

Shares of NBIS opened at $154.14 on Friday. The company has a market capitalization of $39.00 billion, a P/E ratio of -5,136.29 and a beta of 4.18. The company has a debt-to-equity ratio of 0.82, a current ratio of 4.03 and a quick ratio of 4.03. Nebius Group N.V. has a one year low of $73.52 and a one year high of $299.86. The business’s 50 day simple moving average is $209.70 and its 200-day simple moving average is $176.87.

Nebius Group (NASDAQ:NBIS) last released its quarterly earnings results on Thursday, August 13th. The company reported ($0.12) EPS for the quarter, topping analysts’ consensus estimates of ($0.67) by $0.55. The business had revenue of $582.30 million for the quarter, compared to analyst estimates of $567.91 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%. Nebius Group’s revenue for the quarter was up 454% on a year-over-year basis. During the same period in the prior year, the company earned $2.38 EPS. As a group, sell-side analysts predict that Nebius Group N.V. will post -3.19 EPS for the current fiscal year.

Nebius Group News Roundup

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

• Positive Sentiment: Zacks added Nebius Group (NBIS) to its Rank #1 “Strong Buy” momentum list, providing a favorable short-term technical and quantitative signal. Best Momentum Stocks to Buy for October 30th
• Positive Sentiment: An InvestorPlace analysis continued to favor Nebius over other neocloud stocks, citing its major customer commitments, NVIDIA backing, access to power and data-center sites, and comparatively stronger financing position. The thesis is long term and carries significant execution risk. The One NeoCloud Stock to Buy Now
• Positive Sentiment: Director Arne Grimme continued buying NBIS shares under a pre-arranged Rule 10b5-1 plan. The purchases offer a modest confidence signal, although the preset plan makes them less useful as a market-timing indicator. SEC Insider Trading Filing
• Neutral Sentiment: Nebius announced that it will release third-quarter 2026 results and hold a conference call on a forthcoming scheduled date. The event could provide important updates on revenue growth, customer deployments, capital spending and funding needs. Nebius Announces Third-Quarter Results Date
• Negative Sentiment: Weak results and outlook concerns from Amazon and Intel intensified worries that large technology companies may moderate or delay AI-related spending, pressuring Nebius and other AI-cloud stocks. Nebius Stock Falls Amid Weak Amazon and Intel Earnings
• Negative Sentiment: Investors remain concerned about Nebius’s debt, floating-rate financing, potential dilution and large capital requirements. Customer concentration and delays in securing power, GPUs or data-center capacity could also prevent strong bookings from becoming profitable revenue. Why Nebius Stock Fell in a Month

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. DA Davidson restated a “neutral” rating and issued a $175.00 price objective on shares of Nebius Group in a research note on Thursday, August 13th. Piper Sandler decreased their price target on shares of Nebius Group from $237.00 to $185.00 and set a “neutral” rating on the stock in a research report on Wednesday, October 21st. BNP Paribas Exane upgraded shares of Nebius Group from a “neutral” rating to an “outperform” rating and raised their price target for the stock from $260.00 to $399.00 in a research report on Thursday, September 24th. Freedom Capital upgraded shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. Finally, Rothschild & Co Redburn started coverage on shares of Nebius Group in a research report on Monday, September 21st. They set a “sell” rating and a $84.00 price objective for the company. Four investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $243.25.

Nebius Group 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.