Nebius Group N.V. $NBIS Shares Bought by Stratos Wealth Partners LTD.

Stratos Wealth Partners LTD. increased its stake in Nebius Group N.V. (NASDAQ:NBIS) by 148.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,547 shares of the company’s stock after purchasing an additional 5,707 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in Nebius Group were worth $1,072,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of NBIS. Royal Bank of Canada acquired a new stake in Nebius Group during the 1st quarter worth about $1,628,000. Millennium Management LLC purchased a new stake in shares of Nebius Group in the 1st quarter valued at approximately $11,563,000. NewEdge Advisors LLC acquired a new position in Nebius Group in the 1st quarter worth approximately $40,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC purchased a new position in Nebius Group during the 1st quarter worth approximately $9,084,000. Finally, Vanguard Personalized Indexing Management LLC purchased a new position in Nebius Group during the 2nd quarter worth approximately $303,000. Institutional investors own 21.90% of the company’s stock.

Nebius Group News Roundup

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

• Positive Sentiment: Q4 showed extraordinary top-line growth (reported ~+547% YoY; AI cloud revenue much higher), underscoring strong demand from hyperscalers and enterprise AI customers — a core reason bulls are buying the stock. Nebius: In Energy We Trust
• Positive Sentiment: Acquisition and product moves (Tavily deal) boost Nebius’ agentic AI/search capabilities and strengthen its AI software stack, improving monetization potential for rented GPU capacity. Nebius Targets Fast-Growing Agentic AI Market With Tavily Acquisition
• Positive Sentiment: Management reiterated aggressive FY2026 targets (large revenue range and connected-power goals, plus long-term margin targets), which supports upside if Nebius hits capacity milestones. Nebius Group Stock: Build, Sell, Repeat
• Neutral Sentiment: Multiple retail/investment outlets are listing NBIS among AI-infrastructure picks, keeping investor interest high but not a direct catalyst. 5 Best Artificial Intelligence Stocks to Buy in February
• Neutral Sentiment: The full earnings call and transcripts are available for deeper read; management comments clarify ramp timing and contract structure but contain both encouragement and caveats. Earnings Call Transcript
• Negative Sentiment: Q4 missed consensus on revenue ($227.7M vs. ~$246M expected) and EPS (reported -$0.69 vs. -$0.42 est.), prompting near-term profit-taking. Q4 Earnings Miss
• Negative Sentiment: Capital spending surged on GPUs and data center builds, and management cites energy/grid/connectivity as a gating factor — execution delays or higher financing/dilution risk could push out monetization of contracted capacity. Capex Surge / GPU & Data Center Expenses
• Negative Sentiment: Analyst views are mixed and short interest is notable — these factors increase volatility and mean upside depends on timely capacity hookups and execution. Analysts’ Opinions Are Mixed

Nebius Group Stock Up 9.2%

Shares of Nebius Group stock opened at $98.01 on Monday. The stock has a 50-day simple moving average of $92.41 and a 200-day simple moving average of $93.70. Nebius Group N.V. has a 52-week low of $18.31 and a 52-week high of $141.10. The firm has a market cap of $24.68 billion, a price-to-earnings ratio of -127.29 and a beta of 3.91. The company has a debt-to-equity ratio of 0.89, a current ratio of 3.08 and a quick ratio of 6.57.

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

Analyst Upgrades and Downgrades

Several analysts have recently commented on NBIS shares. Freedom Capital raised Nebius Group to a “strong-buy” rating in a research report on Tuesday, February 3rd. DA Davidson restated a “buy” rating and set a $150.00 price objective on shares of Nebius Group in a research report on Wednesday, November 12th. Wall Street Zen downgraded Nebius Group from a “hold” rating to a “sell” rating in a report on Saturday, November 15th. BWS Financial reissued a “buy” rating and issued a $130.00 price target on shares of Nebius Group in a research report on Thursday, November 13th. Finally, Morgan Stanley assumed coverage on shares of Nebius Group in a research report on Thursday, January 15th. They set an “equal weight” rating and a $126.00 price objective on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Nebius Group presently has an average rating of “Moderate Buy” and an average price target of $142.38.

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.