Nebius Group (NASDAQ:NBIS) Stock Price Up 6.5% – Should You Buy?

Nebius Group N.V. (NASDAQ:NBIS) shares traded up 6.5% during trading on Wednesday . The stock traded as high as $127.75 and last traded at $125.00. 18,562,091 shares traded hands during mid-day trading, an increase of 23% from the average session volume of 15,030,686 shares. The stock had previously closed at $117.40.

More Nebius Group News

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

• Positive Sentiment: High-profile endorsement: Jim Cramer praised Nebius as a “company of the future” and a potential “tomorrow’s data-center leader,” calling attention to the company’s data-center expansion — comments that helped push NBIS into trending/pre-market gains. Read More.
• Positive Sentiment: Supply-side advantage: Analysis argues Nebius is benefiting from the AI GPU shortage — positioning it to capture outsized demand/pricing power for infrastructure capacity. This supports the growth narrative for investors focused on AI tailwinds. Read More.
• Positive Sentiment: Relative outperformance: Coverage notes Nebius (along with CoreWeave) has outperformed many large AI names this year, which can attract momentum and thematic flows into NBIS. Read More.
• Neutral Sentiment: Sector resilience commentary: Several pieces highlight broader AI-infrastructure resilience during market volatility, which reinforces interest but is not a direct near-term catalyst. Read More.
• Neutral Sentiment: Valuation debate: Coverage asks whether Nebius’ sharp run-up (hundreds of percent over the past year) leaves it fairly priced — this keeps both buyers and cautious investors engaged while creating volatility. Read More.
• Negative Sentiment: Insider selling: Director/insider Andrey Korolenko sold 31,357 shares (~$3.49M at ~$111.20) on April 6, trimming his stake ~5%. Insider sales can be read as partial profit-taking and may temper sentiment for some investors. Read More.
• Negative Sentiment: Risk/valuation warnings: Several analyst pieces label Nebius a high-growth but high-risk AI play — highlighting execution, capital intensity, and valuation risks that could amplify pullbacks. Read More.

Analyst Ratings Changes

Several research analysts recently commented on the company. Compass Point assumed coverage on Nebius Group in a research report on Wednesday, February 18th. They issued a “buy” rating and a $150.00 price target for the company. BWS Financial lifted their price target on Nebius Group from $130.00 to $200.00 and gave the stock a “buy” rating in a research report on Monday, March 16th. Weiss Ratings lowered Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, January 15th. Morgan Stanley assumed coverage on Nebius Group in a research report on Thursday, January 15th. They issued an “equal weight” rating and a $126.00 price target for the company. Finally, DA Davidson lifted their price target on Nebius Group from $150.00 to $200.00 and gave the stock a “buy” rating in a research report on Monday, March 16th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Nebius Group presently has an average rating of “Moderate Buy” and a consensus price target of $157.09.

Nebius Group Trading Up 6.5%

The company has a market cap of $31.48 billion, a PE ratio of -85.62 and a beta of 4.20. The company has a debt-to-equity ratio of 0.89, a current ratio of 3.08 and a quick ratio of 6.57. The company has a 50-day moving average of $101.11 and a 200 day moving average of $102.21.

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

Insider Buying and Selling at Nebius Group

In other Nebius Group news, CTO Danila Shtan sold 13,489 shares of the business’s stock in a transaction that occurred on Tuesday, March 31st. The stock was sold at an average price of $98.78, for a total transaction of $1,332,443.42. Following the completion of the transaction, the chief technology officer owned 307,378 shares in the company, valued at $30,362,798.84. The trade was a 4.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Arkadiy Volozh sold 33,358 shares of the business’s stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $103.73, for a total value of $3,460,225.34. Following the transaction, the chief executive officer owned 868,289 shares of the company’s stock, valued at $90,067,617.97. This trade represents a 3.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 105,180 shares of company stock worth $10,944,256 over the last 90 days.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the business. Harbor Advisors LLC boosted its position in shares of Nebius Group by 0.4% during the third quarter. Harbor Advisors LLC now owns 27,600 shares of the company’s stock valued at $3,099,000 after buying an additional 100 shares during the period. Calton & Associates Inc. boosted its position in shares of Nebius Group by 2.7% during the fourth quarter. Calton & Associates Inc. now owns 4,774 shares of the company’s stock valued at $400,000 after buying an additional 124 shares during the period. SOA Wealth Advisors LLC. boosted its position in shares of Nebius Group by 38.5% during the third quarter. SOA Wealth Advisors LLC. now owns 450 shares of the company’s stock valued at $51,000 after buying an additional 125 shares during the period. Keybank National Association OH boosted its position in shares of Nebius Group by 5.7% during the fourth quarter. Keybank National Association OH now owns 2,584 shares of the company’s stock valued at $216,000 after buying an additional 140 shares during the period. Finally, Blue Trust Inc. raised its stake in shares of Nebius Group by 73.8% during the fourth quarter. Blue Trust Inc. now owns 332 shares of the company’s stock valued at $28,000 after acquiring an additional 141 shares in the last quarter. Hedge funds and other institutional investors own 21.90% of the company’s stock.

About Nebius Group

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.