Nebius Group (NASDAQ:NBIS) Insider Andrey Korolenko Sells 26,976 Shares

Nebius Group N.V. (NASDAQ:NBIS) insider Andrey Korolenko sold 26,976 shares of the business’s stock in a transaction on Tuesday, March 31st. The shares were sold at an average price of $98.78, for a total transaction of $2,664,689.28. Following the sale, the insider owned 616,566 shares of the company’s stock, valued at $60,904,389.48. This trade represents a 4.19% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link.

Nebius Group Stock Up 6.7%

Nebius Group stock opened at $108.82 on Friday. The firm has a market capitalization of $27.40 billion, a price-to-earnings ratio of -74.53 and a beta of 4.20. The firm’s fifty day moving average price is $100.01 and its two-hundred day moving average price is $101.68. Nebius Group N.V. has a 1-year low of $18.31 and a 1-year high of $141.10. The company has a current ratio of 3.08, a quick ratio of 6.57 and a debt-to-equity ratio of 0.89.

Nebius Group (NASDAQ:NBIS) last posted its earnings results on Thursday, February 12th. The company reported ($0.69) 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 business had revenue of $227.70 million for the quarter, compared to the consensus estimate of $246.05 million. On average, equities research analysts predict that Nebius Group N.V. will post -1.1 earnings per share for the current fiscal year.

Nebius Group News Roundup

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

• Positive Sentiment: Massive Finland AI build and customer/partner commitments signal material revenue and scale upside. Nebius announced plans for a 310 MW AI data‑center in Finland and large supply/collaboration agreements (including a potential up to $27B supply deal with Meta and a $2B collaboration with Nvidia), which underpin long‑term demand for its infrastructure and support higher forward valuations. Nebius Ramps Up AI Capacity With Finland Build And Mega Partnerships
• Positive Sentiment: Analysts have updated models and fair‑value estimates upward after the new AI deals and financing disclosures, reflecting a more bullish earnings/capacity outlook that can support further multiple expansion. How The Nebius Group (NBIS) Investment Story Is Shifting With New AI Deals And Valuation Adjustments
• Positive Sentiment: Bullish media coverage and investor idea pieces are highlighting Nebius as a fast‑growing neocloud/A I‑infrastructure play, which can attract momentum and retail/quant flows into the name. 1 Multibagger Investment Opportunity I’m Eyeing in April
• Neutral Sentiment: Research and screens (Zacks, sector pieces) are flagging Nebius among growth names benefiting from AI demand; this increases analyst visibility but does not guarantee upgrades. Nebius’ Upcoming 310 MW AI Factory in Finland: Growth Catalyst Ahead?
• Neutral Sentiment: Sector commentary comparing Nebius to other communication/streaming/infrastructure names is helping frame investor expectations but contains mixed analyst views; watch for further model revisions. Analysts Offer Insights on Communication Services Companies: Nebius Group (NBIS) and Roku (ROKU)
• Negative Sentiment: Insider selling by senior executives (CEO Arkadiy Volozh, CTO Danila Shtan and insider Andrey Korolenko) in late March/early April reduces a layer of insider accumulation and may concern some investors about near‑term liquidity or timing. SEC filings: CEO Form 4 CTO Form 4 Insider Form 4
• Negative Sentiment: Recent quarterly results missed expectations (EPS and revenue shortfalls), leaving the company with negative trailing earnings and a high beta—so while growth thesis is strong, near‑term execution and margin signals remain watchpoints. (Earnings release: Feb. 12 quarter results—EPS and revenue missed consensus.)

Hedge Funds Weigh In On Nebius Group

Several large investors have recently modified their holdings of NBIS. Parkside Financial Bank & Trust bought a new stake in shares of Nebius Group in the fourth quarter valued at approximately $25,000. Root Financial Partners LLC bought a new position in Nebius Group in the 4th quarter worth approximately $26,000. SHP Wealth Management purchased a new position in Nebius Group in the 4th quarter valued at approximately $26,000. Blue Trust Inc. grew its stake 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 buying an additional 141 shares in the last quarter. Finally, Armstrong Advisory Group Inc. raised its holdings in Nebius Group by 500.0% during the 4th quarter. Armstrong Advisory Group Inc. now owns 360 shares of the company’s stock valued at $30,000 after acquiring an additional 300 shares during the period. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on NBIS. DA Davidson boosted their target price on shares of Nebius Group from $150.00 to $200.00 and gave the company a “buy” rating in a research note on Monday, March 16th. BWS Financial lifted their price target on shares of Nebius Group from $130.00 to $200.00 and gave the stock a “buy” rating in a report on Monday, March 16th. Freedom Capital upgraded Nebius Group to a “strong-buy” rating in a research note on Tuesday, February 3rd. Citigroup began coverage on Nebius Group in a report on Monday, March 16th. They set a “buy” rating and a $169.00 price objective for the company. Finally, Bank of America assumed coverage on Nebius Group in a research report on Tuesday, March 24th. They issued a “buy” rating and a $150.00 target price for the company. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $157.09.

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.