VectorGlobal IAG Inc. Acquires Shares of 4,442 Nebius Group N.V. $NBIS

VectorGlobal IAG Inc. acquired a new stake in Nebius Group N.V. (NASDAQ:NBIS) in the first quarter, HoldingsChannel.com reports. The fund acquired 4,442 shares of the company’s stock, valued at approximately $461,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Orbis Allan Gray Ltd increased its holdings in shares of Nebius Group by 12.4% during the 2nd quarter. Orbis Allan Gray Ltd now owns 17,651,930 shares of the company’s stock worth $976,681,000 after acquiring an additional 1,949,708 shares during the last quarter. Morgan Stanley lifted its holdings in Nebius Group by 35.2% during the 4th quarter. Morgan Stanley now owns 3,704,659 shares of the company’s stock valued at $310,099,000 after purchasing an additional 964,984 shares during the last quarter. Clear Street Group Inc. lifted its holdings in Nebius Group by 95.0% during the 4th quarter. Clear Street Group Inc. now owns 3,511,656 shares of the company’s stock valued at $293,943,000 after purchasing an additional 1,710,924 shares during the last quarter. Janus Henderson Group PLC boosted its position in Nebius Group by 14.9% during the first quarter. Janus Henderson Group PLC now owns 3,221,553 shares of the company’s stock worth $334,263,000 after purchasing an additional 416,733 shares during the period. Finally, State Street Corp boosted its position 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. 21.90% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms have commented on NBIS. Northland Securities upped their price objective on shares of Nebius Group from $248.00 to $410.00 and gave the company an “outperform” rating in a report on Monday, July 20th. Morgan Stanley raised their target price on shares of Nebius Group from $126.00 to $144.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 14th. Wolfe Research initiated coverage on shares of Nebius Group in a report on Thursday, April 16th. They set a “peer perform” rating for the company. Cantor Fitzgerald assumed coverage on shares of Nebius Group in a research note on Thursday, April 9th. They issued an “overweight” rating and a $129.00 price target on the stock. Finally, DA Davidson lowered shares of Nebius Group from a “buy” rating to a “neutral” rating and upped their price target for the company from $200.00 to $250.00 in a research note on Monday, May 18th. Three investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $222.15.

Insider Buying and Selling at Nebius Group

In other Nebius Group news, CTO Danila Shtan sold 16,937 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $235.45, for a total transaction of $3,987,816.65. Following the transaction, the chief technology officer owned 274,763 shares in the company, valued at $64,692,948.35. This represents a 5.81% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Andrey Korolenko sold 500,000 shares of the stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $203.24, for a total transaction of $101,620,000.00. Following the transaction, the insider owned 585,209 shares in the company, valued at approximately $118,937,877.16. The trade was a 46.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 662,523 shares of company stock valued at $139,422,230 in the last quarter.

Nebius Group Price Performance

NBIS stock opened at $190.41 on Monday. Nebius Group N.V. has a fifty-two week low of $50.10 and a fifty-two week high of $299.86. The company has a debt-to-equity ratio of 1.16, a current ratio of 8.33 and a quick ratio of 8.33. The stock has a market capitalization of $48.18 billion, a price-to-earnings ratio of 61.42 and a beta of 4.23. The business’s fifty day moving average price is $225.50 and its two-hundred day moving average price is $160.26.

Nebius Group (NASDAQ:NBIS) last announced its earnings results on Thursday, May 14th. The company reported ($0.23) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.81) by $0.58. Nebius Group had a net margin of 95.27% and a negative return on equity of 9.11%. The company had revenue of $399.00 million during the quarter, compared to analysts’ expectations of $375.13 million. The business’s revenue was up 684.0% on a year-over-year basis. On average, equities analysts anticipate that Nebius Group N.V. will post -1.91 earnings per share for the current year.

More Nebius Group News

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

• Positive Sentiment: A major AI contract and Nebius’ Nvidia-powered infrastructure helped drive renewed investor enthusiasm, reinforcing the company’s growth opportunity in AI cloud services. Why Nebius Stock Popped Today
• Positive Sentiment: Nebius reported that a Vera Rubin compute rack is operational at its Mäntsälä, Finland, data center. The milestone gives investors tangible evidence that the company is bringing next-generation AI capacity online. Nebius stock soars on achieving an incremental milestone
• Positive Sentiment: Strength across AI infrastructure stocks—including Nebius, CoreWeave and Oracle—has supported a sector-wide rebound, with investors viewing forced selling and deleveraging as potentially creating a new entry point. Nebius Soars, CoreWeave Jumps and Oracle Climbs
• Positive Sentiment: Nebius’ approximately $775 million senior secured debt facility, backed by deployed GPUs and contracted cash flows, provides financing for additional global expansion. Its oversubscription suggests lender confidence, though it also increases the importance of future cash-flow execution. Nebius and its $775 million debt facility
• Neutral Sentiment: Reports that Meta could commit substantial spending to CoreWeave and Nebius highlight potentially significant customer demand, but Meta may eventually build competing infrastructure, creating a longer-term competitive risk. Meta could spend $62 billion with CoreWeave and Nebius
• Neutral Sentiment: Nebius’ sustainability report outlines efforts to manage the rising energy and water demands associated with scaling toward multiple gigawatts of computing capacity. The report is strategically relevant but is unlikely to be a major near-term earnings catalyst. Nebius publishes 2025 Sustainability Report
• Negative Sentiment: Despite the rally, analysts note that recent earnings-estimate revision trends may not support continued near-term gains. Investors are also weighing whether Nebius’ premium valuation and heavy infrastructure spending already reflect much of its AI growth potential. Strength Seen in Nebius Group

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.