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

Shares of Nebius Group N.V. (NASDAQ:NBIS) have been assigned an average rating of “Moderate Buy” from the eleven ratings firms that are currently covering the company, Marketbeat Ratings reports. One research analyst has rated the stock with a sell rating, one has given a hold rating, seven have issued a buy rating and two have assigned a strong buy rating to the company. The average 1-year target price among analysts that have updated their coverage on the stock in the last year is $143.2222.

A number of research analysts recently weighed in on NBIS shares. Northland Securities increased their price objective on shares of Nebius Group from $206.00 to $211.00 and gave the company an “outperform” rating in a research report on Wednesday, November 12th. BWS Financial reaffirmed a “buy” rating and issued a $130.00 target price on shares of Nebius Group in a research report on Tuesday, February 17th. Compass Point initiated coverage on shares of Nebius Group in a research note on Wednesday, February 18th. They set a “buy” rating and a $150.00 target price for the company. Freedom Capital raised Nebius Group to a “strong-buy” rating in a report on Tuesday, February 3rd. Finally, Citizens Jmp began coverage on Nebius Group in a research note on Wednesday, November 19th. They issued a “market outperform” rating and a $175.00 price target on the stock.

Key Stories Impacting Nebius Group

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

• Positive Sentiment: Nebius secured local approval for a 1.2 GW AI factory campus in Independence, Missouri — a 400‑acre project with Chapter 100 incentives, long‑term PILOTs, >1,200 construction jobs and ~130 permanent tech roles; that approval materially de‑risks capacity expansion and underpins the company’s growth narrative. Nebius Missouri AI Campus Approval Tests Growth And Returns Story
• Positive Sentiment: Analyst and industry writeups highlight sold‑out capacity, aggressive ARR/run‑rate targets (management has guided toward multi‑billion ARR), and a capital plan to scale capacity — reinforcing a bullish revenue runway if execution and funding hold. Nebius’ 1.2 GW Win: A $20B Bet on AI Infrastructure
• Positive Sentiment: Buy‑side commentary (Seeking Alpha) rates NBIS strongly, citing hypergrowth (recent revenue ramp and the Tavily deal that adds higher‑margin AI services) as reasons to expect outperformance if GPU margin pressure is offset. Nebius: Has My Conviction It Will Be An Outperformer
• Neutral Sentiment: Multiple outlets report the share price surge tied to the Missouri approval — useful context for momentum but not new fundamental information. Nebius Stock Jumps 10% After Securing Massive U.S. AI Campus Approval
• Neutral Sentiment: Coverage reiterates the planned 1.2 GW build as central to Nebius’s U.S. expansion strategy; execution timing, permitting, and capex pacing will determine near‑term cash flow impact. Nebius Boosts Infrastructure Expansion With 1.2GW AI Factory Approval
• Negative Sentiment: Valuation and profit‑taking concerns — several articles question whether current prices already reflect the upside (reports cite high multiples like ~43x sales or extreme trailing P/Es), prompting near‑term selling after the headline approval. As Nebius Gets the Green Light for a Massive AI Factory, Should You Buy NBIS Stock?
• Negative Sentiment: Recent fundamentals include an earnings miss (Q4 EPS and revenue missed consensus), and the stock has shown weekly weakness — these realities increase sensitivity to execution risk, capex funding, and margin pressure. Assessing Nebius Group (NBIS) Valuation As Investor Sentiment Shifts After Recent Share Price Weakness

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of NBIS. Parkside Financial Bank & Trust purchased a new stake in shares of Nebius Group during the 4th quarter valued at about $25,000. Root Financial Partners LLC purchased a new position in shares of Nebius Group in the fourth quarter worth approximately $26,000. SHP Wealth Management purchased a new position in shares of Nebius Group in the fourth quarter worth approximately $26,000. Blue Trust Inc. grew its position in 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 buying an additional 141 shares during the period. Finally, Armstrong Advisory Group Inc. grew its position in Nebius Group by 500.0% during the fourth quarter. Armstrong Advisory Group Inc. now owns 360 shares of the company’s stock valued at $30,000 after buying an additional 300 shares during the period. 21.90% of the stock is owned by hedge funds and other institutional investors.

Nebius Group Price Performance

Shares of NASDAQ:NBIS opened at $89.33 on Friday. The company has a debt-to-equity ratio of 0.89, a quick ratio of 6.57 and a current ratio of 3.08. The firm has a market cap of $22.49 billion, a price-to-earnings ratio of -61.18 and a beta of 4.02. The business has a 50-day simple moving average of $95.18 and a two-hundred day simple moving average of $97.01. Nebius Group has a fifty-two week low of $18.31 and a fifty-two week high of $141.10.

Nebius Group (NASDAQ:NBIS) last announced its quarterly earnings results on Thursday, February 12th. The company reported ($0.69) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 company had revenue of $227.70 million for the quarter, compared to analysts’ expectations of $246.05 million. On average, analysts expect that Nebius Group will post -1.1 earnings per share for the current year.

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.