Nebius Group N.V. (NASDAQ:NBIS) Given Consensus Rating of “Moderate Buy” by Brokerages

Nebius Group N.V. (NASDAQ:NBIS) has earned a consensus recommendation of “Moderate Buy” from the ten brokerages that are currently covering the company, MarketBeat.com reports. One investment analyst has rated the stock with a sell recommendation, one has issued a hold recommendation, six have given a buy recommendation and two have assigned a strong buy recommendation to the company. The average 1-year price objective among brokerages that have covered the stock in the last year is $142.3750.

A number of analysts have issued reports on the company. Northland Securities lifted their price target on Nebius Group from $206.00 to $211.00 and gave the stock an “outperform” rating in a report on Wednesday, November 12th. Weiss Ratings downgraded Nebius Group from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, January 15th. Freedom Capital raised shares of Nebius Group to a “strong-buy” rating in a report on Tuesday, February 3rd. Morgan Stanley assumed coverage on shares of Nebius Group in a research report on Thursday, January 15th. They issued an “equal weight” rating and a $126.00 price target for the company. Finally, Citizens Jmp assumed coverage on Nebius Group in a report on Wednesday, November 19th. They set a “market outperform” rating and a $175.00 price objective on the stock.

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 Trading Down 1.2%

Shares of NASDAQ:NBIS opened at $91.79 on Wednesday. Nebius Group has a 52 week low of $18.31 and a 52 week high of $141.10. The company’s 50 day moving average is $92.88 and its two-hundred day moving average is $92.84. The company has a market cap of $23.11 billion, a PE ratio of -119.21 and a beta of 3.90.

Hedge Funds Weigh In On Nebius Group

A number of hedge funds have recently modified their holdings of the business. Root Financial Partners LLC purchased a new position in Nebius Group during the 4th quarter worth $26,000. Blue Trust Inc. increased its position in Nebius Group by 73.8% in the 4th quarter. Blue Trust Inc. now owns 332 shares of the company’s stock valued at $28,000 after acquiring an additional 141 shares during the period. Armstrong Advisory Group Inc. grew its stake in shares of Nebius Group by 500.0% in the 4th quarter. Armstrong Advisory Group Inc. now owns 360 shares of the company’s stock valued at $30,000 after purchasing an additional 300 shares during the last quarter. Western Pacific Wealth Management LP acquired a new position in shares of Nebius Group in the third quarter valued at approximately $45,000. Finally, Grove Bank & Trust purchased a new stake in shares of Nebius Group during the third quarter worth approximately $50,000. 21.90% of the stock is currently owned by hedge funds and other institutional investors.

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.