Avestar Capital LLC Buys New Shares in Nebius Group N.V. $NBIS

Avestar Capital LLC purchased a new position in Nebius Group N.V. (NASDAQ:NBIS) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm purchased 6,789 shares of the company’s stock, valued at approximately $762,000.

Several other institutional investors and hedge funds also recently made changes to their positions in NBIS. SOA Wealth Advisors LLC. raised its stake in Nebius Group by 38.5% during the third quarter. SOA Wealth Advisors LLC. now owns 450 shares of the company’s stock worth $51,000 after acquiring an additional 125 shares in the last quarter. SlateStone Wealth LLC lifted its position in Nebius Group by 2.0% during the 3rd quarter. SlateStone Wealth LLC now owns 10,200 shares of the company’s stock valued at $1,145,000 after purchasing an additional 200 shares during the period. Lodestar Private Asset Management LLC boosted its stake in shares of Nebius Group by 4.7% in the 3rd quarter. Lodestar Private Asset Management LLC now owns 4,838 shares of the company’s stock valued at $543,000 after purchasing an additional 217 shares during the last quarter. PNC Financial Services Group Inc. raised its position in shares of Nebius Group by 2.5% during the 2nd quarter. PNC Financial Services Group Inc. now owns 9,613 shares of the company’s stock valued at $532,000 after acquiring an additional 231 shares during the last quarter. Finally, Assetmark Inc. lifted its stake in Nebius Group by 102.0% in the second quarter. Assetmark Inc. now owns 602 shares of the company’s stock valued at $33,000 after buying an additional 304 shares during the period. Institutional investors own 21.90% of the company’s stock.

Nebius Group Trading Up 5.7%

Shares of NASDAQ NBIS opened at $107.61 on Friday. The firm has a 50 day moving average price of $92.82 and a two-hundred day moving average price of $94.47. The stock has a market cap of $27.10 billion, a P/E ratio of -73.71 and a beta of 3.90. Nebius Group N.V. has a 52-week low of $18.31 and a 52-week high of $141.10. The company has a debt-to-equity ratio of 0.89, a quick ratio of 6.57 and a current ratio of 3.08.

Nebius Group (NASDAQ:NBIS) last announced its earnings results on Thursday, February 12th. The company reported ($0.69) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.42) by ($0.27). Nebius Group had a negative return on equity of 11.70% and a net margin of 19.02%.The company had revenue of $227.70 million for the quarter, compared to the consensus estimate of $246.05 million. As a group, equities analysts forecast that Nebius Group N.V. will post -1.1 EPS for the current year.

Nebius Group News Summary

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

• Positive Sentiment: Wall Street coverage lift — fresh analyst initiation(s) with buy/“market outperform” calls and a $150 price target have renewed bullish momentum by highlighting Nebius’ role in AI cloud and constrained data‑center power capacity. Nebius Group gains as fresh Wall Street coverage points to AI infrastructure upside
• Positive Sentiment: Compass Point initiated coverage with a Buy and $150 PT — another independent bull signal that can drive flows into NBIS given concentrated AI infrastructure trade interest. Compass Point initiates coverage of Nebius Group NV (NBIS) with buy recommendation
• Positive Sentiment: NVIDIA’s 13F keeps Nebius in its AI infrastructure roster — NVIDIA retained a stake in Nebius while selling other neocloud names, which investors interpret as a strategic endorsement of Nebius’ positioning in the AI stack. NVIDIA’s 13F Bombshell: A New AI Power Trio Emerges (NBIS)
• Positive Sentiment: Tavily acquisition expands AI software capabilities — Nebius agreed to acquire Tavily (~$275M), adding software that helps AI agents access up‑to‑date info, strengthening product breadth for AI customers. Strategic M&A supports the growth narrative. Nebius Group N.V. (NBIS) Strengthens AI Platform With $275M Tavily Deal
• Neutral Sentiment: Big growth targets and capacity expansion — company/analyst pieces highlight Nebius’ goal of $7–$9B ARR in 2026 and large data‑center rollouts tied to Microsoft deployments; bullish if achieved but execution and capital intensity are key. Can Nebius Reach $7-$9B Annualized Run-Rate Revenue in 2026?
• Negative Sentiment: Recent results and conservative guidance — Q4 revenue missed consensus and FY26 guidance was below the Street; management’s high FY26 capex plan raises dilution risk given finite cash, which keeps execution risk and near‑term earnings pressure on the stock. Nebius Misses, Guides Low, The Stock Still Rips: What Is Wall Street Buying?

Wall Street Analysts Forecast Growth

NBIS has been the subject of several recent analyst reports. Compass Point initiated coverage on Nebius Group in a report on Wednesday. They issued a “buy” rating and a $150.00 price target for the company. CICC Research initiated coverage on Nebius Group in a report on Tuesday, November 11th. They issued an “outperform” rating and a $143.00 price objective for the company. DA Davidson reaffirmed a “buy” rating and issued a $150.00 price objective on shares of Nebius Group in a research report on Wednesday, November 12th. BWS Financial reaffirmed a “buy” rating and set a $130.00 price target on shares of Nebius Group in a report on Tuesday. Finally, Morgan Stanley assumed coverage on shares of Nebius Group in a research report on Thursday, January 15th. They set an “equal weight” rating and a $126.00 price objective for the company. Two analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $143.22.

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.