Nebius Group (NBIS) to Release Earnings on Thursday

Nebius Group (NASDAQ:NBIS) is expected to issue its Q4 2025 results before the market opens on Thursday, February 12th. Analysts expect the company to announce earnings of ($0.42) per share and revenue of $246.0470 million for the quarter. Investors are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Thursday, February 12, 2026 at 8:00 AM ET.

Nebius Group Price Performance

Shares of NBIS stock opened at $91.79 on Wednesday. The company has a fifty day moving average price of $92.88 and a two-hundred day moving average price of $92.84. Nebius Group has a one year low of $18.31 and a one year high of $141.10. The stock has a market cap of $23.11 billion, a P/E ratio of -119.21 and a beta of 3.90.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on NBIS shares. BWS Financial reissued a “buy” rating and issued a $130.00 price target on shares of Nebius Group in a report on Thursday, November 13th. Freedom Capital raised Nebius Group to a “strong-buy” rating in a research report on Tuesday, February 3rd. DA Davidson reiterated a “buy” rating and set a $150.00 target price on shares of Nebius Group in a research note on Wednesday, November 12th. Weiss Ratings downgraded Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, January 15th. Finally, Citizens Jmp started coverage on Nebius Group in a report on Wednesday, November 19th. They issued a “market outperform” rating and a $175.00 price objective on the stock. Two investment analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Nebius Group has an average rating of “Moderate Buy” and an average target price of $142.38.

More Nebius Group News

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

• Positive Sentiment: Nebius announced an agreement to acquire Tavily, adding real-time agentic-search infrastructure to its AI cloud platform — a strategic bolt-on that accelerates product capability and enterprise traction. Nebius announces agreement to acquire Tavily to add agentic search to its AI cloud platform
• Positive Sentiment: Coverage of the Tavily deal highlights how combining real‑time search with Nebius’s AI cloud could help capture enterprise agentic-AI demand and cross-sell to Fortune 500 clients. Nebius Acquires Tavily to Bolster Agentic AI Search Capabilities
• Positive Sentiment: Analysts and press note major new AI-cloud arrangements (including reported mega deals with Microsoft and Meta) and upward estimate revisions, underpinning expectations for strong revenue growth into 2026. How Investors May Respond To Nebius Group (NBIS) New Mega AI Cloud Deals With Microsoft And Meta
• Positive Sentiment: Market coverage points to bullish macro tailwinds for AI infrastructure spending — reports argue Nebius sits squarely in the beneficiary pool if big tech and enterprises keep increasing AI capex. CAPEX & Cash Flow: The Bull Case for AI Infrastructure Stocks
• Neutral Sentiment: Coverage noting the stock’s pre-earnings jump highlights momentum but also flags crowding and short-term volatility — useful context for traders but not an earnings read. Nebius Stock Jumps Ahead of Earnings — Analysts See Explosive Revenue Growth
• Neutral Sentiment: Opinion pieces question whether the recent NBIS run is momentum-driven and warn of mania-like moves; these are sentiment checks rather than new fundamental data. The NBIS Stock Surge: Momentum Or Mania?
• Negative Sentiment: Seeking Alpha and some analysts take a cautious stance: NBIS has a weak revenue surprise history, high forward P/E, negative analyst revisions in places, and potential for equity dilution to fund large AI infrastructure and data-center expansion — all downside risks into earnings. Nebius: A Sober Look At Q4 Earnings

Hedge Funds Weigh In On Nebius Group

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Sunbelt Securities Inc. bought a new position in Nebius Group in the 3rd quarter valued at approximately $54,000. GeoWealth Management LLC increased its position in Nebius Group by 28.1% in the 3rd quarter. GeoWealth Management LLC now owns 4,333 shares of the company’s stock valued at $486,000 after acquiring an additional 950 shares during the period. Daiwa Securities Group Inc. acquired a new position in Nebius Group in the 2nd quarter valued at approximately $68,000. Larson Financial Group LLC raised its stake in shares of Nebius Group by 66.3% during the third quarter. Larson Financial Group LLC now owns 3,225 shares of the company’s stock valued at $362,000 after acquiring an additional 1,286 shares during the last quarter. Finally, Southport Management L.L.C. acquired a new position in shares of Nebius Group during the third quarter worth $168,000. 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.