65,187 Nebius Group N.V. $NBIS Shares Acquired by Eurizon Capital SGR S.p.A.

Eurizon Capital SGR S.p.A. boosted its holdings in Nebius Group N.V. (NASDAQ:NBIS) by 148.0% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 109,246 shares of the company’s stock after buying an additional 65,187 shares during the period. Eurizon Capital SGR S.p.A.’s holdings in Nebius Group were worth $25,804,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. BlackRock Inc. boosted its holdings in shares of Nebius Group by 16.0% during the 2nd quarter. BlackRock Inc. now owns 11,531,270 shares of the company’s stock valued at $3,184,591,000 after purchasing an additional 1,593,684 shares during the last quarter. Situational Awareness LP bought a new position in Nebius Group during the second quarter valued at approximately $1,232,895,000. State Street Corp grew its holdings in Nebius Group by 16.2% during the 2nd quarter. State Street Corp now owns 4,069,875 shares of the company’s stock valued at $1,123,977,000 after buying an additional 568,415 shares in the last quarter. Jennison Associates LLC raised its holdings in shares of Nebius Group by 134.3% during the 2nd quarter. Jennison Associates LLC now owns 3,983,899 shares of the company’s stock worth $1,100,233,000 after acquiring an additional 2,283,676 shares in the last quarter. Finally, Accel Leaders 4 Associates L.P. purchased a new stake in shares of Nebius Group during the 2nd quarter worth approximately $1,012,097,322. 21.90% of the stock is owned by institutional investors.

Nebius Group Stock Down 9.9%

Nebius Group stock opened at $115.88 on Friday. The business has a fifty day moving average of $194.60 and a two-hundred day moving average of $178.67. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.82. The firm has a market cap of $29.32 billion, a P/E ratio of 373.82 and a beta of 4.63. Nebius Group N.V. has a twelve month low of $73.52 and a twelve month high of $299.86.

Nebius Group (NASDAQ:NBIS) last posted its quarterly earnings data on Thursday, November 12th. The company reported $0.30 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.72) by $1.02. The firm had revenue of $980.80 million during the quarter, compared to analysts’ expectations of $907.20 million. Nebius Group had a negative return on equity of 2.92% and a net margin of 6.56%. On average, analysts forecast that Nebius Group N.V. will post -3.19 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, Director Wilson Boynton sold 333 shares of the business’s stock in a transaction on Thursday, October 29th. The shares were sold at an average price of $173.07, for a total value of $57,632.31. Following the completion of the sale, the director owned 403,189 shares of the company’s stock, valued at approximately $69,779,920.23. The trade was a 0.08% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Arne Grimme purchased 148 shares of the firm’s stock in a transaction that occurred on Wednesday, October 28th. The stock was bought at an average cost of $169.84 per share, for a total transaction of $25,136.32. Following the completion of the purchase, the director directly owned 7,899 shares in the company, valued at $1,341,566.16. This represents a 1.91% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have purchased 1,718 shares of company stock valued at $280,207 and have sold 110,527 shares valued at $24,492,959.

Key Stories Impacting Nebius Group

Here are a few of the latest stories about NBIS:

• Positive Sentiment: Q3 revenue rose 571% to $980.8 million, beating expectations, and adjusted earnings also surpassed forecasts. Management said customer prepayments cover more than 100% of new capacity build-out costs, while it sees 2027 revenue of $12 billion to $13 billion. Q3 earnings beat
• Neutral Sentiment: Chief Revenue Officer Marc Boroditsky sold 7,000 shares under a pre-arranged Rule 10b5-1 plan, leaving him with 7,000 shares. The planned nature of the transaction may make it less informative as a signal about near-term prospects. SEC filing
• Negative Sentiment: Management now expects 2026 revenue at the low end of its $3.0 billion–$3.4 billion range, citing delayed third-party data-center capacity that shifts some growth into 2027. Outlook and stock decline

Wall Street Analysts Forecast Growth

Several research firms have commented on NBIS. William Blair began coverage on shares of Nebius Group in a research report on Wednesday, September 30th. They set an “outperform” rating for the company. Rosenblatt Securities restated a “buy” rating and set a $304.00 target price on shares of Nebius Group in a research report on Friday. Piper Sandler lowered their price target on shares of Nebius Group from $237.00 to $185.00 and set a “neutral” rating for the company in a report on Wednesday, October 21st. Freedom Capital raised shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. Finally, Rothschild & Co Redburn assumed coverage on Nebius Group in a research report on Monday, September 21st. They issued a “sell” rating and a $84.00 price target for the company. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $226.00.

Nebius Group Profile

Nebius Group is a technology company focused on building infrastructure for artificial intelligence. Its core business, Nebius, offers cloud computing services and access to accelerated computing resources designed to help developers and organizations train and run AI models. The company also has businesses in areas including data services for AI, autonomous mobility and online education. Based in Amsterdam, Nebius serves customers internationally and is developing data center and computing capacity to support its AI cloud services.