Axxcess Wealth Management LLC Has $5.91 Million Holdings in Nebius Group N.V. $NBIS

Axxcess Wealth Management LLC boosted its stake in Nebius Group N.V. (NASDAQ:NBIS) by 208.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 70,556 shares of the company’s stock after purchasing an additional 47,666 shares during the quarter. Axxcess Wealth Management LLC’s holdings in Nebius Group were worth $5,906,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of NBIS. Blue Trust Inc. raised its stake in Nebius Group by 73.8% in the fourth quarter. Blue Trust Inc. now owns 332 shares of the company’s stock valued at $28,000 after purchasing an additional 141 shares in the last quarter. Armstrong Advisory Group Inc. raised its stake in Nebius Group by 500.0% in the fourth quarter. Armstrong Advisory Group Inc. now owns 360 shares of the company’s stock valued at $30,000 after purchasing an additional 300 shares in the last quarter. NewEdge Advisors LLC acquired a new position in Nebius Group in the first quarter valued at about $40,000. Barrett & Company Inc. acquired a new position in Nebius Group in the fourth quarter valued at about $42,000. Finally, Sunbelt Securities Inc. acquired a new position in Nebius Group in the third quarter valued at about $54,000. Institutional investors and hedge funds own 21.90% of the company’s stock.

More Nebius Group News

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

• Positive Sentiment: Nebius signed a 10-year, $2.6 billion master agreement with Bloom Energy to deploy onsite fuel-cell power across its AI data centers, a move that could improve reliability, support rapid expansion, and reduce dependence on traditional gas turbines. Nebius Fuel Cell Deal With Bloom Reshapes AI Power And Investor Tradeoffs
• Positive Sentiment: Recent commentary highlighted Nebius as a top “neocloud” AI play, pointing to triple-digit revenue growth and improving margins as evidence that the company’s fundamentals remain strong despite the stock’s big run. Nebius upside expands as AI feedback loop intensifies
• Neutral Sentiment: Analysts continue to rate Nebius as a “Moderate Buy,” suggesting Wall Street remains constructive but not universally bullish after the stock’s sharp appreciation. Nebius Group N.V. Receives Consensus Recommendation of “Moderate Buy” from Analysts
• Negative Sentiment: General Counsel Boaz Tal sold 5,100 shares under a pre-arranged Rule 10b5-1 plan, which may pressure sentiment even though the sale was routine and not necessarily a signal on business fundamentals. Rising US Borrowing Costs Won’t Slow Massive AI Data-Center Buildout as Potential Profit Outweighs Spending

Insider Transactions at Nebius Group

In other news, CTO Danila Shtan sold 13,489 shares of the company’s stock in a transaction that occurred on Tuesday, March 31st. The stock was sold at an average price of $98.78, for a total value of $1,332,443.42. Following the completion of the transaction, the chief technology officer owned 307,378 shares of the company’s stock, valued at $30,362,798.84. This represents a 4.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, insider Andrey Korolenko sold 500,000 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $203.24, for a total value of $101,620,000.00. Following the completion of the transaction, the insider directly owned 585,209 shares of the company’s stock, valued at $118,937,877.16. This represents a 46.07% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 666,935 shares of company stock worth $123,541,848.

Nebius Group Stock Down 2.3%

NBIS stock opened at $214.77 on Friday. The stock has a market capitalization of $54.34 billion, a P/E ratio of 69.28 and a beta of 4.03. The company has a current ratio of 8.33, a quick ratio of 8.33 and a debt-to-equity ratio of 1.16. Nebius Group N.V. has a 12 month low of $34.72 and a 12 month high of $233.73. The firm has a 50-day moving average price of $148.80 and a 200-day moving average price of $113.85.

Nebius Group (NASDAQ:NBIS) last posted its earnings results on Thursday, May 14th. The company reported ($0.23) EPS for the quarter, topping analysts’ consensus estimates of ($0.77) by $0.54. The firm had revenue of $399.00 million during the quarter, compared to analysts’ expectations of $375.13 million. Nebius Group had a net margin of 95.27% and a negative return on equity of 9.11%. The business’s revenue for the quarter was up 684.0% compared to the same quarter last year. As a group, equities research analysts anticipate that Nebius Group N.V. will post -2.33 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research firms recently commented on NBIS. Freedom Capital downgraded Nebius Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. Citigroup increased their target price on shares of Nebius Group from $169.00 to $287.00 and gave the stock a “buy” rating in a report on Friday, May 15th. DA Davidson cut shares of Nebius Group from a “buy” rating to a “neutral” rating and increased their target price for the stock from $200.00 to $250.00 in a report on Monday, May 18th. Citizens Jmp increased their target price on shares of Nebius Group from $175.00 to $270.00 and gave the stock a “market outperform” rating in a report on Thursday, May 14th. Finally, Compass Point initiated coverage on shares of Nebius Group in a report on Wednesday, February 18th. They issued a “buy” rating and a $150.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $182.75.

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.