Nebius Group N.V. (NASDAQ:NBIS) Receives Average Rating of “Moderate Buy” from Brokerages

Nebius Group N.V. (NASDAQ:NBIS) has earned a consensus rating of “Moderate Buy” from the ten ratings firms that are presently covering the firm, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, one has assigned a hold rating, six have issued a buy rating and two have issued a strong buy rating on the company. The average twelve-month price objective among brokerages that have covered the stock in the last year is $142.3750.

NBIS has been the topic of a number of recent analyst reports. Freedom Capital raised Nebius Group to a “strong-buy” rating in a report on Tuesday, February 3rd. BWS Financial reaffirmed a “buy” rating and set a $130.00 price target on shares of Nebius Group in a research note on Thursday, November 13th. Northland Securities increased their price target on shares of Nebius Group from $206.00 to $211.00 and gave the company an “outperform” rating in a report on Wednesday, November 12th. Citizens Jmp started coverage on shares of Nebius Group in a report on Wednesday, November 19th. They set a “market outperform” rating and a $175.00 price objective on the stock. Finally, Morgan Stanley began coverage on shares of Nebius Group in a research report on Thursday, January 15th. They set an “equal weight” rating and a $126.00 target price on the stock.

Nebius Group Stock Down 1.2%

Shares of Nebius Group stock opened at $91.79 on Wednesday. The firm has a market cap of $23.11 billion, a price-to-earnings ratio of -119.21 and a beta of 3.90. Nebius Group has a 52-week low of $18.31 and a 52-week high of $141.10. The company’s 50-day simple moving average is $92.88 and its 200-day simple moving average is $92.84.

Institutional Trading of Nebius Group

A number of institutional investors have recently bought and sold shares of NBIS. Fred Alger Management LLC raised its holdings in shares of Nebius Group by 33.4% in the 3rd quarter. Fred Alger Management LLC now owns 10,132,279 shares of the company’s stock worth $1,137,551,000 after purchasing an additional 2,536,832 shares during the period. Accel Leaders 3 Associates L.P. acquired a new position in Nebius Group during the fourth quarter valued at approximately $188,496,000. Qube Research & Technologies Ltd purchased a new stake in Nebius Group during the third quarter worth approximately $238,511,000. Orbis Allan Gray Ltd increased its position in shares of Nebius Group by 12.4% in the second 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 in the last quarter. Finally, Geode Capital Management LLC raised its stake in shares of Nebius Group by 1,095.7% in the 4th quarter. Geode Capital Management LLC now owns 2,046,799 shares of the company’s stock valued at $169,840,000 after acquiring an additional 1,875,612 shares during the period. 21.90% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Nebius Group

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

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.