TD Asset Management Inc Acquires 12,404 Shares of Nebius Group N.V. $NBIS

TD Asset Management Inc grew its holdings in Nebius Group N.V. (NASDAQ:NBIS) by 12.9% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 108,815 shares of the company’s stock after purchasing an additional 12,404 shares during the quarter. TD Asset Management Inc’s holdings in Nebius Group were worth $30,051,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. State Street Corp grew its stake in Nebius Group by 2,391.3% during the fourth quarter. State Street Corp now owns 3,219,326 shares of the company’s stock worth $269,474,000 after purchasing an additional 3,090,103 shares during the period. Capital Research Global Investors acquired a new position in Nebius Group in the fourth quarter valued at approximately $231,635,000. Jennison Associates LLC lifted its stake in Nebius Group by 134.3% in the second quarter. Jennison Associates LLC now owns 3,983,899 shares of the company’s stock valued at $1,100,233,000 after buying an additional 2,283,676 shares during the period. Accel Leaders 3 Associates L.P. bought a new position in shares of Nebius Group during the 4th quarter worth approximately $188,496,000. Finally, Qube Research & Technologies Ltd bought a new position in shares of Nebius Group during the 3rd quarter worth approximately $238,511,000. Institutional investors own 21.90% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on NBIS shares. Citizens Jmp raised their price objective on shares of Nebius Group from $175.00 to $270.00 and gave the stock a “market outperform” rating in a research report on Thursday, May 14th. Citigroup boosted their target price on shares of Nebius Group from $278.00 to $324.00 and gave the company a “buy” rating in a research report on Friday. Freedom Capital raised shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Piper Sandler assumed coverage on shares of Nebius Group in a report on Monday, August 3rd. They issued a “neutral” rating and a $224.00 price target for the company. Finally, Bank of America lifted their price target on shares of Nebius Group from $240.00 to $280.00 and gave the company a “buy” rating in a research note on Monday, June 8th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $226.00.

Nebius Group Price Performance

Shares of NASDAQ NBIS opened at $277.58 on Friday. The company has a market capitalization of $70.23 billion, a PE ratio of -9,249.58 and a beta of 4.23. The company has a quick ratio of 8.33, a current ratio of 4.03 and a debt-to-equity ratio of 0.82. The stock’s 50 day moving average price is $222.53 and its 200-day moving average price is $168.13. Nebius Group N.V. has a twelve month low of $62.01 and a twelve month high of $299.86.

Nebius Group (NASDAQ:NBIS) last issued its quarterly earnings results on Wednesday, August 12th. The company reported ($0.12) EPS for the quarter, beating analysts’ consensus estimates of ($0.67) by $0.55. The company had revenue of $582.30 million during the quarter, compared to the consensus estimate of $567.91 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%.Nebius Group’s revenue was up 454% on a year-over-year basis. During the same period last year, the business posted $2.38 earnings per share. On average, equities analysts anticipate that Nebius Group N.V. will post -3.91 EPS for the current year.

Insider Transactions at Nebius Group

In other Nebius Group news, insider Andrey Korolenko sold 33,871 shares of the company’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total value of $7,974,926.95. Following the completion of the transaction, the insider owned 551,338 shares in the company, valued at $129,812,532.10. This represents a 5.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director John Wilson Iv Boynton sold 5,812 shares of the firm’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $253.29, for a total value of $1,472,121.48. Following the sale, the director directly owned 378,665 shares of the company’s stock, valued at approximately $95,912,057.85. This represents a 1.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 136,310 shares of company stock worth $32,569,613.

Nebius Group News Roundup

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

• Positive Sentiment: Exceptional quarterly growth: Nebius reported revenue of $582.3 million, up 454% year over year, while adjusted EBITDA reached $236 million and annualized revenue run rate approached $3 billion. Its AI Cloud segment grew 514%, exceeding many investor expectations. Nebius Group Q2 2026 Earnings Call Highlights
• Positive Sentiment: Large contracts and expanding capacity: Four AI infrastructure contracts reportedly exceed $1 billion in total value, helping push the contracted power target to 5 gigawatts and supporting a backlog of more than $40 billion. Investors see this as improving multiyear revenue visibility. Nebius Is Up After Multi-Billion AI Cloud Wins
• Positive Sentiment: Analyst optimism: Citigroup raised its target to $324 and maintained a buy rating, while Bank of America lifted its target to $310 and Robert W. Baird raised its target to $340 with an outperform rating. Northland Securities also reiterated its buy rating. Northland Securities Reiterates Buy Rating
• Positive Sentiment: UK expansion and trading momentum: Nebius is deploying NVIDIA-powered infrastructure at Vantage Data Centers’ Newport, Wales campus, expanding access to domestic UK AI compute. A reported “Power Inflow” order-flow signal also attracted momentum traders. Vantage and Nebius Expand UK AI Infrastructure
• Neutral Sentiment: Execution remains central: A capacity auction cleared above prior pricing records, and customer prepayments may fund a substantial portion of planned capital expenditures. These developments improve funding flexibility but increase expectations for timely capacity delivery and sustained premium pricing. Nebius Q3 Auction Broke Its Price Ceiling
• Negative Sentiment: Valuation and balance-sheet risks: Critics argue that Nebius is priced for very strong execution, while debt, asset depreciation and capital intensity could pressure long-term returns. Michael Burry’s reported short position and DA Davidson’s $175 neutral target add a bearish counterpoint. The Neoclouds Are a Trade, Not an Investment

Nebius Group 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.