Nebius Group (NASDAQ:NBIS) Stock Price Up 1.9% – Time to Buy?

Nebius Group N.V. (NASDAQ:NBIS) shares traded up 1.9% on Thursday . The company traded as high as $108.13 and last traded at $103.89. 11,113,765 shares traded hands during mid-day trading, a decline of 8% from the average session volume of 12,074,290 shares. The stock had previously closed at $101.98.

Key Headlines Impacting Nebius Group

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

• Positive Sentiment: Broad AI demand pickup after TSMC’s blowout Q4 is driving a “FOMO” rally into AI infrastructure names, including Nebius, as investors position for continued GPU/data-center spending. TSMC Blowout Q4 Starts A Chain Reaction — CoreWeave, Nebius Lead The FOMO Flood
• Positive Sentiment: Morgan Stanley initiated coverage on NBIS with an equal-weight rating and a $126 price target, signaling institutional attention and implying meaningful upside potential from current levels if execution continues. Morgan Stanley initiates coverage of Nebius Group NV (NBIS) with equal-weight recommendation
• Positive Sentiment: Nebius launched AI Cloud 3.1 with Blackwell Ultra capacity — a product/tech milestone that boosts its addressable market for high-end AI workloads and supports revenue and contract growth assumptions. Massive News: Nebius Launches AI Cloud 3.1 With Blackwell Ultra
• Positive Sentiment: Industry write-ups rank Nebius among top GPU-as-a-service providers (noting EU presence, hyperscaler contracts and no bitcoin exposure), supporting a positive growth narrative and investor interest. The 5 Best GPU-as-a-Service Providers for 2026—And 1 Clear Winner
• Positive Sentiment: Bullish research pieces highlight sold-out capacity, hyperscaler deals and multi-year contracted revenue visibility, reinforcing a growth story that can sustain premium multiples if execution continues. Nebius: Don’t Miss It While It’s Cheap
• Neutral Sentiment: Headline momentum coverage (Benzinga) is amplifying short-term buying flows into NBIS, contributing to intraday strength but offering limited new fundamental information. Nebius Stock Is Seeing Positive Momentum: What’s Happening Today?
• Neutral Sentiment: Performance recaps (Zacks/others) note a recent sharp run (30%+ month) — important context for momentum traders but also a reminder of elevated short-term volatility. Nebius Skyrockets 30% in a Month: Should Investors Buy or Hold Now?
• Negative Sentiment: Contrarian analysis warns Nebius may be entering a difficult operational phase after a parabolic re-rating; execution risks, capacity build constraints and consolidation could pressure sentiment if growth misses lofty expectations. Nebius Is Entering The Hardest Phase

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on NBIS shares. BWS Financial reiterated a “buy” rating and issued a $130.00 target price on shares of Nebius Group in a research note on Thursday, November 13th. DA Davidson reiterated a “buy” rating and set a $150.00 target price on shares of Nebius Group in a research report on Wednesday, November 12th. Morgan Stanley initiated coverage on Nebius Group in a research report on Thursday. They set an “equal weight” rating and a $126.00 price objective on the stock. Wall Street Zen downgraded shares of Nebius Group from a “hold” rating to a “sell” rating in a research note on Saturday, November 15th. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $120.00 price objective on shares of Nebius Group in a research note on Wednesday, September 17th. Two equities research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $142.38.

Nebius Group Price Performance

The firm has a 50-day simple moving average of $93.17 and a 200 day simple moving average of $86.77. The firm has a market cap of $26.16 billion, a PE ratio of -134.92 and a beta of 4.00.

Institutional Investors Weigh In On Nebius Group

A number of institutional investors have recently modified their holdings of NBIS. Oppenheimer Asset Management Inc. lifted its stake in shares of Nebius Group by 186.3% during the 2nd quarter. Oppenheimer Asset Management Inc. now owns 29,850 shares of the company’s stock valued at $1,652,000 after buying an additional 19,424 shares in the last quarter. Invesco Ltd. increased its stake in Nebius Group by 2.7% in the 2nd quarter. Invesco Ltd. now owns 3,587,811 shares of the company’s stock worth $198,514,000 after buying an additional 92,710 shares in the last quarter. MGO One Seven LLC bought a new stake in Nebius Group during the second quarter valued at about $255,000. Salem Investment Counselors Inc. raised its holdings in Nebius Group by 2,272.7% during the third quarter. Salem Investment Counselors Inc. now owns 26,930 shares of the company’s stock valued at $3,023,000 after acquiring an additional 25,795 shares during the period. Finally, Hardy Reed LLC purchased a new position in shares of Nebius Group in the second quarter valued at about $365,000. 21.90% of the stock is owned by hedge funds and other institutional investors.

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.