Nebius Group (NASDAQ:NBIS) Stock Price Up 1.3% – Should You Buy?

Nebius Group N.V. (NASDAQ:NBIS) shares rose 1.3% during trading on Thursday . The company traded as high as $90.76 and last traded at $89.73. Approximately 25,615,440 shares traded hands during trading, an increase of 89% from the average daily volume of 13,531,875 shares. The stock had previously closed at $88.61.

Key Stories Impacting Nebius Group

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

Analyst Upgrades and Downgrades

NBIS has been the topic of a number of analyst reports. BWS Financial restated a “buy” rating and set a $130.00 target price on shares of Nebius Group in a research report on Thursday, November 13th. DA Davidson restated a “buy” rating and set a $150.00 price objective on shares of Nebius Group in a report on Wednesday, November 12th. Northland Securities lifted their price target 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 downgraded shares of Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report 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 research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $142.38.

Nebius Group Price Performance

The company’s 50-day simple moving average is $92.41 and its 200-day simple moving average is $93.10. The company has a market cap of $24.68 billion, a price-to-earnings ratio of -127.29 and a beta of 3.90.

Nebius Group (NASDAQ:NBIS) last issued its quarterly earnings data on Thursday, February 12th. The company reported ($0.69) EPS for the quarter, missing analysts’ consensus estimates of ($0.42) by ($0.27). The firm had revenue of $227.70 million during the quarter, compared to analyst estimates of $246.05 million. Nebius Group had a negative return on equity of 12.22% and a net margin of 19.02%. Equities analysts predict that Nebius Group N.V. will post -1.1 EPS for the current fiscal year.

Institutional Trading of Nebius Group

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Parkside Financial Bank & Trust acquired a new position in Nebius Group during the 4th quarter worth $25,000. Root Financial Partners LLC acquired a new position in Nebius Group in the fourth quarter worth about $26,000. Blue Trust Inc. grew its stake in Nebius Group by 73.8% in the fourth quarter. Blue Trust Inc. now owns 332 shares of the company’s stock worth $28,000 after purchasing an additional 141 shares in the last quarter. Armstrong Advisory Group Inc. raised its stake in Nebius Group by 500.0% during the fourth quarter. Armstrong Advisory Group Inc. now owns 360 shares of the company’s stock valued at $30,000 after buying an additional 300 shares in the last quarter. Finally, Western Pacific Wealth Management LP bought a new position in Nebius Group during the 3rd quarter worth approximately $45,000. Institutional investors own 21.90% of the company’s stock.

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.