Nebius Group N.V. (NASDAQ:NBIS) Stock Has Average Price Target of $245.69 According to Brokerages

Shares of Nebius Group N.V. (NASDAQ:NBIS) have earned a consensus recommendation of “Moderate Buy” from the twenty-two analysts that are covering the stock, Marketbeat reports. Two equities research analysts have rated the stock with a sell rating, four have issued a hold rating, twelve have given a buy rating and four have given a strong buy rating to the company. The average 12-month price target among brokers that have covered the stock in the last year is $243.25.

Several equities analysts recently issued reports on NBIS shares. Rothschild & Co Redburn started coverage on Nebius Group in a research note on Monday, September 21st. They set a “sell” rating and a $84.00 price objective on the stock. President Capital assumed coverage on shares of Nebius Group in a research note on Tuesday, June 30th. They set a “buy” rating for the company. Freedom Capital upgraded shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Truist Financial raised shares of Nebius Group to a “strong-buy” rating in a report on Thursday, September 10th. Finally, Robert W. Baird raised their price target on shares of Nebius Group from $250.00 to $340.00 and gave the stock an “outperform” rating in a research report on Thursday, August 13th.

Trending Headlines about Nebius Group

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

• Positive Sentiment: Nebius’s CEO said the company has sufficient resources to complete its planned gigawatt-scale infrastructure buildout, despite acknowledging that asset-backed financing and debt markets have temporarily tightened. Nebius CEO Says Company Has Enough To Build Its Gigawatt
• Positive Sentiment: The company recently secured a $3.5 billion senior secured Citi facility, providing funding for expansion and reducing immediate dependence on convertible financing. However, the debt also increases leverage and financing obligations. Nebius Secures $3.5 Billion From Citi
• Positive Sentiment: Analysts and commentators remain constructive on Nebius, citing rapid revenue growth, anticipated margin expansion, customer prepayments, comparatively low debt versus some peers, and a differentiated AI-cloud offering. The recent decline has led at least one analyst to upgrade the stock to Buy. Elon Musk Is Wrong About Nebius: Rating Upgrade
• Positive Sentiment: Nebius activated the first Bloom Energy fuel-cell power block at its 300-megawatt New Jersey data center, marking progress in bringing the facility online and expanding its AI-computing capacity. Nebius Starts On-Site Power at Its New Jersey Data Center
• Neutral Sentiment: Broader technology stocks received support after Anthropic filed to go public, highlighting continued investor interest in AI. The positive sector backdrop may help Nebius, although market volatility remains elevated ahead of the Federal Reserve meeting and major earnings releases. Tech Stocks Rise After Anthropic IPO Filing
• Negative Sentiment: Elon Musk warned that more than 200 neocloud companies could face failures and consolidation as financing becomes harder to obtain. The comments triggered selling across the group, including Nebius, and raised concerns about the sector’s heavy capital requirements. Neocloud Stocks Fall After Musk Warning
• Negative Sentiment: Investors are also weighing potential dilution and the difficulty of funding projected capital expenditures, reportedly expected to reach roughly $29 billion in 2027. A lower share price could make future equity financing more costly. Nebius Faces Dilution Concerns Despite Strong AI Demand

Nebius Group Stock Down 3.4%

Shares of Nebius Group stock opened at $153.27 on Tuesday. 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 $38.78 billion, a P/E ratio of -5,107.30 and a beta of 4.18. Nebius Group has a fifty-two week low of $73.52 and a fifty-two week high of $299.86. The business has a 50-day moving average price of $215.35 and a 200 day moving average price of $175.47.

Nebius Group (NASDAQ:NBIS) last announced its quarterly earnings data on Thursday, August 13th. The company reported ($0.12) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.67) by $0.55. The firm had revenue of $582.30 million for the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.38 earnings per share. On average, sell-side analysts forecast that Nebius Group will post -3.19 earnings per share for the current fiscal year.

Insider Buying and Selling at Nebius Group

In related news, CTO Danila Shtan sold 14,546 shares of the stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $234.16, for a total transaction of $3,406,091.36. Following the sale, the chief technology officer owned 260,217 shares in the company, valued at $60,932,412.72. This represents a 5.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Wilson Boynton sold 7,260 shares of the firm’s stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $177.63, for a total transaction of $1,289,593.80. Following the completion of the transaction, the director directly owned 403,522 shares in the company, valued at $71,677,612.86. This represents a 1.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have purchased 1,365 shares of company stock worth $222,468 and have sold 158,490 shares worth $38,111,200.

Hedge Funds Weigh In On Nebius Group

Institutional investors have recently made changes to their positions in the stock. Ashton Thomas Securities LLC bought a new stake in shares of Nebius Group in the 3rd quarter worth approximately $342,000. Park Avenue Securities LLC grew its stake in Nebius Group by 7.0% during the 3rd quarter. Park Avenue Securities LLC now owns 93,232 shares of the company’s stock worth $21,992,000 after buying an additional 6,081 shares during the last quarter. Segment Wealth Management LLC bought a new position in Nebius Group during the 3rd quarter worth $1,525,000. Verdence Capital Advisors LLC grew its stake in Nebius Group by 69.5% during the 3rd quarter. Verdence Capital Advisors LLC now owns 1,349 shares of the company’s stock worth $318,000 after buying an additional 553 shares during the last quarter. Finally, Aegis Wealth Management Inc. acquired a new stake in Nebius Group in the third quarter worth $272,000. 21.90% of the stock is owned by institutional investors.

Nebius Group Company 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.