Nebius Group N.V. $NBIS Shares Bought by BNP Paribas Financial Markets

BNP Paribas Financial Markets raised its holdings in Nebius Group N.V. (NASDAQ:NBIS) by 1,679.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,651,336 shares of the company’s stock after purchasing an additional 1,558,557 shares during the period. BNP Paribas Financial Markets’ holdings in Nebius Group were worth $185,395,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of NBIS. Franklin Resources Inc. acquired a new position in shares of Nebius Group during the 3rd quarter worth approximately $1,243,000. Legal & General Group Plc grew its holdings in Nebius Group by 2.2% during the 3rd quarter. Legal & General Group Plc now owns 433,583 shares of the company’s stock valued at $48,678,000 after buying an additional 9,322 shares during the last quarter. WINTON GROUP Ltd acquired a new stake in Nebius Group during the 3rd quarter valued at $11,520,000. Inceptionr LLC purchased a new position in Nebius Group during the third quarter worth $951,000. Finally, Private Advisor Group LLC acquired a new position in shares of Nebius Group in the third quarter worth $793,000. 21.90% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several brokerages have recently issued reports on NBIS. Compass Point assumed coverage on Nebius Group in a research report on Wednesday, February 18th. They issued a “buy” rating and a $150.00 price objective on the stock. Wall Street Zen cut Nebius Group from a “hold” rating to a “sell” rating in a research report on Saturday, November 15th. Northland Securities upped their target price on shares of Nebius Group from $206.00 to $211.00 and gave the company an “outperform” rating in a report on Wednesday, November 12th. Weiss Ratings cut shares of Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, January 15th. Finally, Freedom Capital upgraded shares of Nebius Group to a “strong-buy” rating in a report on Tuesday, February 3rd. Two investment analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $143.22.

Nebius Group Price Performance

Nebius Group stock opened at $112.00 on Thursday. Nebius Group N.V. has a 1 year low of $18.31 and a 1 year high of $141.10. The company has a debt-to-equity ratio of 0.89, a quick ratio of 6.57 and a current ratio of 3.08. The firm has a 50 day moving average price of $96.15 and a 200 day moving average price of $97.72. The company has a market cap of $28.20 billion, a price-to-earnings ratio of -76.71 and a beta of 4.02.

Nebius Group (NASDAQ:NBIS) last announced its quarterly earnings results on Thursday, February 12th. The company reported ($0.69) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.42) by ($0.27). Nebius Group had a net margin of 19.02% and a negative return on equity of 11.70%. The company had revenue of $227.70 million during the quarter, compared to analyst estimates of $246.05 million. Sell-side analysts predict that Nebius Group N.V. will post -1.1 earnings per share for the current year.

More Nebius Group News

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

• Positive Sentiment: Nvidia commits $2 billion to Nebius to expand AI cloud infrastructure — signal of strategic validation and likely supply/technology support for Nebius’s growth plans. Nvidia to invest $2 billion in AI cloud firm Nebius
• Positive Sentiment: Market reaction: shares popped after the announcement and multiple outlets note strong intraday gains as investors view Nvidia’s capital and partnership as a growth accelerator. Nebius stock pops 10% on Nvidia $2 billion investment announcement
• Positive Sentiment: Analyst/press bullish takes emphasize that Nvidia’s stake cements Nebius as a European AI‑infrastructure leader and could unlock more business and GPU access. This AI Infrastructure Stock Is Surging After a $2 Billion Investment From Nvidia
• Positive Sentiment: Coverage highlighting technical momentum and improved investor sentiment following the Nvidia tie-up (supports momentum traders). Nebius Stock Charts Show Strong Momentum. Nvidia’s Backing Will Help.
• Neutral Sentiment: Broader market context: tech-sector strength helped drive intraday gains, but macro volatility (CPI, mixed indexes) still influences risk appetite. Sector Update: Tech Stocks Advance Late Afternoon
• Neutral Sentiment: Company operational update: Nebius named Dan Lawrence SVP & GM for the Americas to accelerate U.S. campus buildout — supports execution but is a longer‑term catalyst. Nebius Taps Dan Lawrence To Drive U.S. AI Campus Buildout
• Negative Sentiment: Some analysts say Nvidia’s investment doesn’t change fundamentals and keep sell ratings — concerns include dilution, valuation circularity, and execution risk. Nebius: Nvidia’s $2B Doesn’t Change My Sell
• Negative Sentiment: Opinion pieces warn the deal could “backfire” if it masks weak underlying cash flow or creates circular capital flows that inflate valuation; these critiques add downside risk if execution slips. How Nvidia’s $2 billion investment may ‘backfire’ on Nebius stock
• Negative Sentiment: Legacy financials remain a concern: Nebius recently missed EPS/revenue estimates and still shows negative earnings — the Nvidia deal helps growth prospects but doesn’t erase near‑term profitability and execution risks.

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.