Nebius Group (NASDAQ:NBIS) Given New $340.00 Price Target at Robert W. Baird

Nebius Group (NASDAQ:NBIS) had its price target upped by analysts at Robert W. Baird from $250.00 to $340.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has an “outperform” rating on the stock. Robert W. Baird’s price objective would suggest a potential upside of 31.17% from the stock’s current price.

Several other research analysts have also commented on NBIS. Citizens Jmp lifted their price target on shares of Nebius Group from $175.00 to $270.00 and gave the company a “market outperform” rating in a report on Thursday, May 14th. Wall Street Zen cut shares of Nebius Group from a “sell” rating to a “strong sell” rating in a report on Saturday, August 8th. Wolfe Research began coverage on shares of Nebius Group in a research report on Thursday, April 16th. They issued a “peer perform” rating for the company. Northland Securities lifted their price target on Nebius Group from $248.00 to $410.00 and gave the company an “outperform” rating in a report on Monday, July 20th. Finally, Morgan Stanley boosted their price objective on Nebius Group from $126.00 to $144.00 and gave the stock an “equal weight” rating in a research report on Thursday, May 14th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $222.71.

Nebius Group Stock Performance

Shares of NBIS stock opened at $259.20 on Thursday. The stock has a market capitalization of $65.58 billion, a price-to-earnings ratio of 83.61 and a beta of 4.23. Nebius Group has a one year low of $62.01 and a one year high of $299.86. The company’s 50-day simple moving average is $221.63 and its 200-day simple moving average is $166.23. The company has a debt-to-equity ratio of 1.16, a quick ratio of 8.33 and a current ratio of 8.33.

Nebius Group (NASDAQ:NBIS) last announced its quarterly earnings data on Thursday, May 14th. The company reported ($0.23) earnings per share for the quarter, beating the consensus estimate of ($0.81) by $0.58. Nebius Group had a negative return on equity of 9.11% and a net margin of 95.27%.The firm had revenue of $399.00 million during the quarter, compared to analyst estimates of $375.13 million. Nebius Group’s quarterly revenue was up 684.0% on a year-over-year basis. Equities analysts anticipate that Nebius Group will post -3.91 earnings per share for the current fiscal year.

Insider Buying and Selling at Nebius Group

In other news, CFO Sanchez Maria Del Dado Alonso sold 1,509 shares of Nebius Group stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $276.20, for a total value of $416,785.80. Following the transaction, the chief financial officer directly owned 12,672 shares of the company’s stock, valued at $3,500,006.40. This trade represents a 10.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CTO Danila Shtan sold 16,937 shares of the firm’s 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 $3,987,816.65. Following the completion of the transaction, the chief technology officer directly owned 274,763 shares of the company’s stock, valued at $64,692,948.35. This represents a 5.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 140,810 shares of company stock valued at $33,548,588 over the last 90 days.

Hedge Funds Weigh In On Nebius Group

Several institutional investors and hedge funds have recently bought and sold shares of NBIS. Accel Leaders 4 Associates L.P. acquired a new stake in shares of Nebius Group during the second quarter worth approximately $1,012,097,322,000. State Street Corp increased its position in Nebius Group by 2,391.3% in the 4th quarter. State Street Corp now owns 3,219,326 shares of the company’s stock worth $269,474,000 after purchasing an additional 3,090,103 shares during the last quarter. Capital Research Global Investors acquired a new stake in shares of Nebius Group during the 4th quarter valued at about $231,635,000. Jennison Associates LLC increased its holdings in Nebius Group by 134.3% in the second quarter. Jennison Associates LLC now owns 3,983,899 shares of the company’s stock worth $1,100,233,000 after buying an additional 2,283,676 shares during the last quarter. Finally, Accel Leaders 3 Associates L.P. bought a new stake in Nebius Group in the second quarter worth approximately $621,908,604,000. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Key Headlines Impacting Nebius Group

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

• Positive Sentiment: Exceptional Q2 growth exceeded revenue expectations. Revenue reached $582.3 million, up 454% year over year and above consensus estimates. The core AI cloud business grew more than 500%, reflecting strong demand, larger contracts and higher pricing for computing capacity. Reuters report on Nebius revenue growth
• Positive Sentiment: Profitability and backlog indicators strengthened the bull case. Management highlighted $236 million of positive adjusted EBITDA, approximately $3 billion in annualized recurring revenue, expanding contracted power guidance to 5 gigawatts and roughly $40 million of annual contract value per megawatt. These figures suggest Nebius is converting its AI infrastructure backlog into revenue and cash flow. Seeking Alpha Q2 analysis
• Positive Sentiment: Short-covering and AI-sector momentum amplified the move. Michael Burry disclosed a short position near $212 per share, but the stock moved above $250 after the earnings release, potentially pressuring short sellers to cover. Renewed enthusiasm for AI data-center and neocloud stocks also provided a favorable sector backdrop. Fool report on Michael Burry’s Nebius short
• Neutral Sentiment: Analyst and technical signals are mixed. The shares reclaimed their 50-day moving average and technical analysts identified upside potential, but the median recent analyst target is about $250, implying limited upside after the rally. Reports also differ on the precise quarterly EPS result, although Nebius remained loss-making.
• Negative Sentiment: Full-year revenue guidance may disappoint. Nebius forecast 2026 revenue of $3.0 billion to $3.4 billion, with the top end only matching consensus, raising concerns that rapid expansion may already be reflected in the valuation.
• Negative Sentiment: Execution, valuation and insider-selling risks remain. Analysts have questioned delays at the Vineland data-center project and the ability to deliver a large capital-expansion plan on schedule. Nebius trades at elevated valuation multiples, while reported insider activity shows repeated selling and no purchases in the past six months. These factors likely contributed to the overnight retreat after the earnings-driven surge.

Nebius Group Company 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.