Kelleher Financial Advisors Purchases 2,634 Shares of Nebius Group N.V. $NBIS

Kelleher Financial Advisors raised its position in shares of Nebius Group N.V. (NASDAQ:NBIS) by 35.1% during the second quarter, HoldingsChannel reports. The firm owned 10,146 shares of the company’s stock after purchasing an additional 2,634 shares during the period. Kelleher Financial Advisors’ holdings in Nebius Group were worth $2,802,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Confluence Investment Management LLC lifted its stake in Nebius Group by 2.0% during the second quarter. Confluence Investment Management LLC now owns 2,475 shares of the company’s stock worth $684,000 after purchasing an additional 48 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in shares of Nebius Group by 2.7% during the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,977 shares of the company’s stock valued at $309,000 after purchasing an additional 79 shares during the last quarter. Wealth Alliance LLC increased its position in shares of Nebius Group by 1.6% during the 1st quarter. Wealth Alliance LLC now owns 5,008 shares of the company’s stock valued at $520,000 after purchasing an additional 80 shares during the last quarter. Aspen Grove Capital LLC raised its holdings in shares of Nebius Group by 3.7% during the 1st quarter. Aspen Grove Capital LLC now owns 2,522 shares of the company’s stock valued at $262,000 after buying an additional 89 shares in the last quarter. Finally, Allied Private Wealth LLC purchased a new position in shares of Nebius Group during the 2nd quarter valued at about $25,000. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Nebius Group Stock Up 8.8%

Shares of NASDAQ NBIS opened at $277.58 on Friday. The firm has a fifty day simple moving average of $222.53 and a two-hundred day simple moving average of $168.13. Nebius Group N.V. has a 12 month low of $62.01 and a 12 month high of $299.86. The company has a current ratio of 4.03, a quick ratio of 8.33 and a debt-to-equity ratio of 0.82. The firm has a market capitalization of $70.23 billion, a PE ratio of -9,249.58 and a beta of 4.23.

Nebius Group (NASDAQ:NBIS) last announced its earnings results on Wednesday, August 12th. The company reported ($0.12) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.67) by $0.55. Nebius Group had a net margin of 4.55% and a negative return on equity of 6.03%. The firm had revenue of $582.30 million for the quarter, compared to analyst estimates of $567.91 million. During the same quarter in the previous year, the firm posted $2.38 EPS. The company’s revenue for the quarter was up 454% compared to the same quarter last year. Equities analysts expect that Nebius Group N.V. will post -3.91 earnings per share for the current year.

Insider Buying and Selling

In other Nebius Group news, CEO Arkadiy Volozh sold 46,627 shares of Nebius Group 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 $10,978,327.15. Following the sale, the chief executive officer directly owned 821,662 shares of the company’s stock, valued at approximately $193,460,317.90. The trade was a 5.37% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director John Wilson Iv Boynton sold 5,812 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $253.29, for a total value of $1,472,121.48. Following the transaction, the director owned 378,665 shares in the company, valued at $95,912,057.85. This trade represents a 1.51% 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. Insiders sold 136,310 shares of company stock valued at $32,569,613 over the last quarter.

Analyst Ratings Changes

NBIS has been the subject of a number of recent research reports. BNP Paribas Exane assumed coverage on Nebius Group in a research report on Tuesday, June 2nd. They issued a “neutral” rating and a $255.00 target price for the company. Robert W. Baird increased their price target on shares of Nebius Group from $250.00 to $340.00 and gave the company an “outperform” rating in a research report on Thursday. Weiss Ratings downgraded shares of Nebius Group from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday. Citizens Jmp boosted their price objective on shares of Nebius Group from $175.00 to $270.00 and gave the stock a “market outperform” rating in a report on Thursday, May 14th. Finally, Piper Sandler began coverage on shares of Nebius Group in a report on Monday, August 3rd. They issued a “neutral” rating and a $224.00 price objective for the company. One investment 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 stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $226.00.

Key Headlines Impacting Nebius Group

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

• Positive Sentiment: Exceptional quarterly growth: Nebius reported revenue of $582.3 million, up 454% year over year, while adjusted EBITDA reached $236 million and annualized revenue run rate approached $3 billion. Its AI Cloud segment grew 514%, exceeding many investor expectations. Nebius Group Q2 2026 Earnings Call Highlights
• Positive Sentiment: Large contracts and expanding capacity: Four AI infrastructure contracts reportedly exceed $1 billion in total value, helping push the contracted power target to 5 gigawatts and supporting a backlog of more than $40 billion. Investors see this as improving multiyear revenue visibility. Nebius Is Up After Multi-Billion AI Cloud Wins
• Positive Sentiment: Analyst optimism: Citigroup raised its target to $324 and maintained a buy rating, while Bank of America lifted its target to $310 and Robert W. Baird raised its target to $340 with an outperform rating. Northland Securities also reiterated its buy rating. Northland Securities Reiterates Buy Rating
• Positive Sentiment: UK expansion and trading momentum: Nebius is deploying NVIDIA-powered infrastructure at Vantage Data Centers’ Newport, Wales campus, expanding access to domestic UK AI compute. A reported “Power Inflow” order-flow signal also attracted momentum traders. Vantage and Nebius Expand UK AI Infrastructure
• Neutral Sentiment: Execution remains central: A capacity auction cleared above prior pricing records, and customer prepayments may fund a substantial portion of planned capital expenditures. These developments improve funding flexibility but increase expectations for timely capacity delivery and sustained premium pricing. Nebius Q3 Auction Broke Its Price Ceiling
• Negative Sentiment: Valuation and balance-sheet risks: Critics argue that Nebius is priced for very strong execution, while debt, asset depreciation and capital intensity could pressure long-term returns. Michael Burry’s reported short position and DA Davidson’s $175 neutral target add a bearish counterpoint. The Neoclouds Are a Trade, Not an Investment

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.