First Horizon Corp Acquires Shares of 4,758 Nebius Group N.V. $NBIS

First Horizon Corp bought a new position in Nebius Group N.V. (NASDAQ:NBIS) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 4,758 shares of the company’s stock, valued at approximately $534,000.

A number of other institutional investors have also made changes to their positions in NBIS. Western Pacific Wealth Management LP bought a new position in Nebius Group during the third quarter worth $45,000. Grove Bank & Trust acquired a new stake in shares of Nebius Group during the third quarter worth $50,000. Signaturefd LLC lifted its position in shares of Nebius Group by 125.0% in the 2nd quarter. Signaturefd LLC now owns 450 shares of the company’s stock worth $25,000 after buying an additional 250 shares during the last quarter. SOA Wealth Advisors LLC. lifted its position in shares of Nebius Group by 38.5% in the 3rd quarter. SOA Wealth Advisors LLC. now owns 450 shares of the company’s stock worth $51,000 after buying an additional 125 shares during the last quarter. Finally, Blue Bell Private Wealth Management LLC acquired a new position in shares of Nebius Group in the 3rd quarter valued at about $62,000. 21.90% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. Wall Street Zen lowered shares of Nebius Group from a “hold” rating to a “sell” rating in a research note on Saturday, November 15th. The Goldman Sachs Group reiterated a “buy” rating and set a $120.00 price target on shares of Nebius Group in a research report on Wednesday, September 17th. CICC Research began coverage on Nebius Group in a report on Tuesday, November 11th. They issued an “outperform” rating and a $143.00 price target on the stock. DA Davidson restated a “buy” rating and set a $150.00 price objective on shares of Nebius Group in a research note on Wednesday, November 12th. Finally, Northland Securities raised their target price on Nebius Group from $206.00 to $211.00 and gave the company an “outperform” rating in a research note on Wednesday, November 12th. Two investment analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $144.71.

Key Stories Impacting Nebius Group

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

• Positive Sentiment: Analyst upgrade and early adoption of NVIDIA’s Rubin platform sparked fresh buying interest; Forbes reports a ~10% surge on Jan. 12 and emphasizes NBIS’s 200% 12‑month gain, reinforcing momentum and analyst optimism. Why Nebius Stock’s 200% Rise Is Only The Beginning
• Positive Sentiment: MarketBeat highlights Nebius as an AI infrastructure growth name with large deals (including Microsoft) and aggressive ARR targets ($7–$9B guidance cited), supporting the bullish valuation narrative and the consensus price target near $145. The Next Market Leaders? 5 Growth Stocks to Watch in 2026
• Positive Sentiment: Thematic coverage (Zacks, The Motley Fool lists) continues to position Nebius as a “pick-and-shovel” AI infra play — a narrative that attracts institutional and thematic flows even if LLM headlines rotate. Forget LLMs: Buy these 3 AI “Pick and Shovel” Plays Instead
• Positive Sentiment: Bullish investor write-ups (Seeking Alpha) report strong conviction — one author calls NBIS their largest holding — which can help sustain retail and momentum buying. Nebius: Why This Stock Is My Largest Holding
• Neutral Sentiment: Benzinga and other market movers note that part of the recent move coincided with a broadly stronger tape and tech sector strength — some of the lift is market-driven rather than company-specific. What’s Driving The Surge In Nebius Stock?
• Neutral Sentiment: Short-interest data in recent filings appears anomalous (reported as 0 shares / 0.0 days), suggesting no clear short-pressure signal — likely a data issue but implies limited short-squeeze dynamics based on current public figures.
• Negative Sentiment: Technical analysis warns the “bottom may be in” but flags execution and capacity/bottleneck risks that could derail upside; if growth execution slips or supply constraints appear, the bull case could reverse. Nebius: The Bottom May Be In – But When Do We Sell? (Technical Analysis)

Nebius Group Price Performance

Shares of NBIS stock opened at $105.43 on Wednesday. Nebius Group N.V. has a 12-month low of $18.31 and a 12-month high of $141.10. The firm has a market capitalization of $26.55 billion, a price-to-earnings ratio of -136.92 and a beta of 4.00. The business has a 50 day simple moving average of $93.48 and a 200 day simple moving average of $86.67.

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.