Baader Bank Aktiengesellschaft Sells 24,000 Shares of Nebius Group N.V. $NBIS

Baader Bank Aktiengesellschaft cut its position in Nebius Group N.V. (NASDAQ:NBIS) by 32.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 49,948 shares of the company’s stock after selling 24,000 shares during the period. Baader Bank Aktiengesellschaft’s holdings in Nebius Group were worth $5,608,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. CloudAlpha Capital Management Limited Hong Kong acquired a new position in shares of Nebius Group in the 3rd quarter worth approximately $41,687,000. Oppenheimer & Co. Inc. boosted its stake in Nebius Group by 42.1% in the third quarter. Oppenheimer & Co. Inc. now owns 10,167 shares of the company’s stock worth $1,141,000 after purchasing an additional 3,013 shares in the last quarter. Blume Capital Management Inc. grew its holdings in shares of Nebius Group by 412.5% during the third quarter. Blume Capital Management Inc. now owns 1,025 shares of the company’s stock worth $115,000 after purchasing an additional 825 shares during the last quarter. Oppenheimer Asset Management Inc. grew its holdings in shares of Nebius Group by 47.8% during the third quarter. Oppenheimer Asset Management Inc. now owns 44,133 shares of the company’s stock worth $4,955,000 after purchasing an additional 14,283 shares during the last quarter. Finally, Palacios Wealth Management LLC acquired a new stake in shares of Nebius Group in the third quarter valued at $500,000. Institutional investors and hedge funds own 21.90% of the company’s stock.

Analysts Set New Price Targets

NBIS has been the topic of a number of research analyst reports. Morgan Stanley began coverage on shares of Nebius Group in a report on Thursday, January 15th. They set an “equal weight” rating and a $126.00 price objective on the stock. DA Davidson reissued a “buy” rating and issued a $150.00 price target on shares of Nebius Group in a report on Wednesday, November 12th. Northland Securities boosted their price objective on shares of Nebius Group from $206.00 to $211.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 12th. BWS Financial reiterated a “buy” rating and issued a $130.00 price objective on shares of Nebius Group in a research report on Thursday, November 13th. Finally, Citizens Jmp assumed coverage on Nebius Group in a research report on Wednesday, November 19th. They set a “market outperform” rating and a $175.00 target price for the company. Two investment analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Nebius Group presently has a consensus rating of “Moderate Buy” and an average price target of $142.38.

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 Stock Down 1.2%

NASDAQ:NBIS opened at $91.79 on Wednesday. Nebius Group N.V. has a 12-month low of $18.31 and a 12-month high of $141.10. The stock’s fifty day simple moving average is $92.88 and its 200-day simple moving average is $92.84. The firm has a market capitalization of $23.11 billion, a P/E ratio of -119.21 and a beta of 3.90.

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.