NBIS

Nebius Group N.V.

Nasdaq · Services-Computer Programming, Data Processing, Etc. · Inc. P7 · CIK 0001513845

$218.00 -4.31% $55.3B

Insider Selling Cluster (4 insiders)High Impact Filing (8/10)

Vol

Market Cap$55.3B

Cap SizeLarge Cap

Analyst ConsensusStrong Buy (71%)

Insider Activity0B / 19S

Insider Net $-$229.9M

Reddit Sentiment69° Warm

SEC Reports10

Exchange Nasdaq·Sector Services-Computer Programming, Data Processing, Etc.·Inc. P7·CIK 0001513845·Prev Close $227.81

Recent Activity

Jun 5, 2026 SEC

Three senior insiders at Nebius (CTO, CFO, CRO) sold $7.14M in open-market sales over a 7-day window, with CTO Shtan sel

CLUSTER — Impact 3/10

Jun 4, 2026 Insider

Shtan Danila sold 15,678 shares

Chief Technology Officer @ $238.96 ($3.7M)

Jun 3, 2026 SEC

Two C-suite insiders at Nebius Group (NBIS) sold a combined $3.39M in open-market sales on June 2, 2026. The CFO and Chi

CLUSTER — Impact 2/10

Jun 2, 2026 Insider

Alonso Sanchez Maria del Dado sold 1,509 shares

CFO @ $276.20 ($416.8K)

Jun 2, 2026 Insider

Boroditsky Marc sold 10,776 shares

Chief Revenue Officer @ $276.20 ($3.0M)

May 22, 2026 SEC

Four Nebius insiders sold a combined $104.1M in shares over an 8-day window, led by Chief Infrastructure Officer Korolen

CLUSTER — Impact 6/10

May 14, 2026 short_interest

FTD: NBIS — 37,392 shares ($7.8M) failed to deliver

Settlement: 20260514, Price: $207.27, FTD Value: $7,750,239.84, NEBIUS GROUP N.V. CLASS A ORDI

Price Targets

$241.71 +9.8% upside Buy

Current $220.12 Low $120.00 Median $252.50 High $380.00 14 analysts

$120.00 $380.00

Analyst Ratings

Buy71% buy · 21 analysts

5Strong Buy

10Buy

6Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
Jun 8, 2026	B of A Securities	MAINTAIN	Buy → Buy
Jun 2, 2026	BNP Paribas	INITIATE	Neutral
May 15, 2026	Citigroup	MAINTAIN	Buy → Buy
May 14, 2026	Morgan Stanley	MAINTAIN	Equal-Weight → Equal-Weight
May 14, 2026	Citizens	MAINTAIN	Market Outperform → Market Outperform

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$-0.75 ▲ +5.4%	$-1.16 — $-0.40	-131% YoY	4
Next Q	$-1.12 ▼ -23.4%	$-1.97 — $-0.31	-136% YoY	3
Current FY	$-1.62 ▲ +58.9%	$-4.11 — $1.18		6
Next FY	$-2.36 ▲ +42.9%	$-6.95 — $1.79	-45% YoY	6

Latest Reports

NEUTRAL CLUSTER 3/10

Three senior insiders at Nebius (CTO, CFO, CRO) sold $7.14M in open-market sales over a 7-day window, with CTO Shtan sel

Jun 5, 2026

NEUTRAL CLUSTER 2/10

Two C-suite insiders at Nebius Group (NBIS) sold a combined $3.39M in open-market sales on June 2, 2026. The CFO and Chi

Jun 3, 2026

Recent Insider Trades

Date	Insider	Type	Value
Jun 4, 2026	Shtan Danila	SELL	$3.7M
Jun 2, 2026	Alonso Sanchez	SELL	$416.8K
Jun 2, 2026	Boroditsky Marc	SELL	$3.0M
May 20, 2026	Tal Boaz	SELL	$517.4K
May 15, 2026	Boroditsky Marc	SELL	$979.0K

Reddit Sentiment

69°▼

Warm

Bearish Neutral Bullish

32 mentions 16 bullish 2 bearish

∅

No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.

7 unique insiders with 19 transactions. Net insider value: -$229.9M ($0.00 bought, $229.9M sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 4, 2026	Shtan Danila	Chief Technology Officer	SELL	15,678	$238.96	$3.7M
Jun 2, 2026	Alonso Sanchez Maria del Dado	CFO	SELL	1,509	$276.20	$416.8K
Jun 2, 2026	Boroditsky Marc	Chief Revenue Officer	SELL	10,776	$276.20	$3.0M
May 20, 2026	Tal Boaz	General Counsel	SELL	2,600	$199.00	$517.4K
May 15, 2026	Boroditsky Marc	Chief Revenue Officer	SELL	4,500	$217.55	$979.0K
May 13, 2026	Bunina Elena	Director	SELL	5,000	$203.18	$1.0M
May 13, 2026	Korolenko Andrey	Chief Infrastructure Officer	M	500,000	$0.00	$0.00
May 13, 2026	Korolenko Andrey	Chief Infrastructure Officer	SELL	500,000	$203.24	$101.6M
May 13, 2026	Korolenko Andrey	Chief Infrastructure Officer	M	500,000	$0.00	$0.00
May 13, 2026	Korolenko Andrey	Chief Infrastructure Officer	M	500,000	$0.00	$0.00
May 13, 2026	Korolenko Andrey	Chief Infrastructure Officer	SELL	500,000	$203.24	$101.6M
May 13, 2026	Korolenko Andrey	Chief Infrastructure Officer	M	500,000	$0.00	$0.00
May 6, 2026	Bunina Elena	Director	SELL	5,556	$180.00	$1.0M
May 4, 2026	Bunina Elena	Director	SELL	5,882	$170.00	$999.9K
Apr 15, 2026	Boroditsky Marc	Chief Revenue Officer	SELL	4,500	$160.10	$720.5K
Apr 14, 2026	Bunina Elena	Director	SELL	6,250	$161.22	$1.0M
Apr 13, 2026	Bunina Elena	Director	SELL	6,667	$150.00	$1.0M
Apr 10, 2026	Bunina Elena	Director	SELL	7,143	$140.00	$1.0M
Apr 6, 2026	Korolenko Andrey	Chief Infrastructure Officer	SELL	31,357	$111.20	$3.5M
Apr 1, 2026	Volozh Arkadiy	CEO	SELL	33,358	$103.73	$3.5M
Mar 31, 2026	Tal Boaz	General Counsel	SELL	3,036	$98.78	$299.9K
Mar 31, 2026	Korolenko Andrey	Chief Infrastructure Officer	SELL	26,976	$98.78	$2.7M
Mar 31, 2026	Shtan Danila	Chief Technology Officer	SELL	13,489	$98.78	$1.3M

10 SEC filing reports analyzed. Sentiment: 1 bullish, 6 bearish, 0 mixed, 3 neutral. Avg impact: 5.2/10.

NEUTRAL CLUSTER 3/10

Three senior insiders at Nebius (CTO, CFO, CRO) sold $7.14M in open-market sales over a 7-day window

Jun 5, 2026

NEUTRAL CLUSTER 2/10

Two C-suite insiders at Nebius Group (NBIS) sold a combined $3.39M in open-market sales on June 2, 2

Jun 3, 2026

BEARISH CLUSTER 6/10

Four Nebius insiders sold a combined $104.1M in shares over an 8-day window, led by Chief Infrastruc

May 22, 2026

BEARISH CLUSTER 6/10

Three insiders at Nebius Group sold a total of $103.6M in stock over a 7-day window, led by Chief In

May 19, 2026

NEUTRAL CLUSTER 3/10

Two NBIS insiders sold shares totaling ~$102.6M in open-market transactions, led by Chief Infrastruc

May 15, 2026

BULLISH 6-K 8/10

Nebius Group reported Q1 2026 revenue of $399.0M, up 684% YoY, driven by its AI cloud business (Nebi

May 13, 2026

BEARISH CLUSTER 5/10

Two corporate insiders at Nebius Group N.V. sold shares in the past week, including Chief Revenue Of

Apr 16, 2026

BEARISH CLUSTER 6/10

Two corporate insiders at Nebius Group sold shares in the past week, with total open-market disposit

Apr 14, 2026

BEARISH CLUSTER 6/10

Four corporate insiders at Nebius Group, including the CEO, CTO, and General Counsel, sold shares wo

Apr 8, 2026

BEARISH CLUSTER 7/10

Four key executives at Nebius Group, including the CEO, CTO, and General Counsel, collectively sold

Apr 2, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (71% buy). Based on 21 analysts: 5 strong buy, 10 buy, 6 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$241.71 mean target +9.8% upside Buy (2.06)

$120.00 Low $380.00 High

Metric	Value
Current Price	$220.12
Target Low	$120.00
Target Mean	$241.71
Target Median	$252.50
Target High	$380.00
# Analysts	14
Recommendation	Buy (2.06)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$-0.75	$-1.16	$-0.40	-130.5%	+5.4%	2↑ 1↓	$0.6B	466.7%	4
Next Q 2026-09-30	$-1.12	$-1.97	$-0.31	-136.5%	-23.4%	1↑ 1↓	$0.9B	541.6%	3
Current FY 2026-12-31	$-1.62	$-4.11	$1.18	—	+58.9%	4↑ 1↓	$3.4B	551.0%	6
Next FY 2027-12-31	$-2.36	$-6.95	$1.79	-45.5%	+42.9%	4↑ 0↓	$11.2B	224.4%	6

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$-0.748
7d ago	$-0.790	+0.042
30d ago	$-0.790	+0.042
60d ago	$-0.390	-0.358
90d ago	$-0.530	-0.218

10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 7 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
Jun 8, 2026	B of A Securities	MAINTAIN	Buy	Buy
Jun 2, 2026	BNP Paribas	INITIATE	—	Neutral
May 15, 2026	Citigroup	MAINTAIN	Buy	Buy
May 14, 2026	Morgan Stanley	MAINTAIN	Equal-Weight	Equal-Weight
May 14, 2026	Citizens	MAINTAIN	Market Outperform	Market Outperform
May 14, 2026	DA Davidson	MAINTAIN	Buy	Buy
May 11, 2026	B of A Securities	MAINTAIN	Buy	Buy
Apr 16, 2026	Wolfe Research	INITIATE	—	Peer Perform
Apr 9, 2026	Cantor Fitzgerald	INITIATE	—	Overweight
Mar 24, 2026	B of A Securities	INITIATE	—	Buy
Mar 16, 2026	DA Davidson	MAINTAIN	Buy	Buy
Mar 16, 2026	BWS Financial	MAINTAIN	Buy	Buy
Mar 16, 2026	Citigroup	INITIATE	—	Buy
Feb 18, 2026	Compass Point	INITIATE	—	Buy
Feb 17, 2026	BWS Financial	MAINTAIN	Buy	Buy
Jan 15, 2026	Morgan Stanley	INITIATE	—	Equal-Weight

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
Jun 1, 2026	5	10	6	71%
May 1, 2026	5	12	5	77%
Apr 1, 2026	5	12	3	85%
Mar 1, 2026	3	12	3	83%
Feb 1, 2026	2	11	3	81%
Jan 1, 2026	2	10	2	86%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

69°

Warm

Bearish Neutral Bullish

32 mentions 16 bullish 2 bearish 30 time periods

Reddit Sentiment History

Date	Mentions	Sentiment	Bullish	Bearish	Threads
Jun 9, 2026	1	60° Warm	1	0	1
Jun 9, 2026	1	60° Warm	1	0	1
Jun 9, 2026	1	44° Neutral	0	0	1
Jun 9, 2026	1	44° Neutral	0	0	1
Jun 8, 2026	1	60° Warm	1	0	1
Jun 8, 2026	2	67° Warm	2	0	2
Jun 8, 2026	2	47° Neutral	0	0	2
Jun 8, 2026	1	50° Neutral	0	0	1
Jun 8, 2026	1	50° Neutral	0	0	1
Jun 8, 2026	1	50° Neutral	0	0	1
Jun 6, 2026	1	60° Warm	1	0	1
Jun 6, 2026	1	60° Warm	1	0	1
Jun 5, 2026	1	60° Warm	1	0	1
Jun 5, 2026	1	60° Warm	1	0	1
Jun 4, 2026	1	44° Neutral	0	0	1
Jun 4, 2026	1	44° Neutral	0	0	1
Jun 2, 2026	1	60° Warm	1	0	1
Jun 2, 2026	1	60° Warm	1	0	1
Jun 1, 2026	1	44° Neutral	0	0	1
Jun 1, 2026	1	56° Neutral	0	0	1
Jun 1, 2026	1	56° Neutral	0	0	1
Jun 1, 2026	1	50° Neutral	0	0	1
Jun 1, 2026	1	50° Neutral	0	0	1
Jun 1, 2026	1	60° Warm	1	0	1
Jun 1, 2026	1	60° Warm	1	0	1
Jun 1, 2026	1	60° Warm	1	0	1
Jun 1, 2026	1	60° Warm	1	0	1
Jun 1, 2026	1	60° Warm	1	0	1
May 31, 2026	1	40° Cool	0	1	1
May 31, 2026	1	40° Cool	0	1	1

Recent Reddit Threads

r/stocks Neutral 20h 52m ago

SMCI will be the next big thing

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Bullish 1d 10h ago

NBIS 15k options bullish.

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Bullish 1d 10h ago

NBIS Bullish.

▲ 2 💬 0 ⚡ 0.5

r/stocks Neutral 1d 14h ago

$RUM 22% short float should soon be on everyone watchlist moving into cloud with 22K+ Nvidia GPUs almost same as $NBIS that’s over $230!

▲ 1 💬 0 ⚡ 0.5

r/investing Neutral 1d 14h ago

$RUM 22% short float should soon be on everyone watchlist moving into cloud with 22K+ Nvidia GPUs almost same as $NBIS that’s over $200

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Neutral 1d 21h ago

What are you buying today at the discount shop?

▲ 1 💬 0 ⚡ 0.5

r/stocks Bullish 3d 17h ago

NBIS has been getting a lot of attention lately what's the bear case?

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Bullish 4d 9h ago

$725B AI Capex Arms Race: If AI Is “Crashing,” Why Are Big Tech and SpaceX Raising to Build More Compute?

▲ 1 💬 0 ⚡ 0.2

r/stocks Neutral 5d 18h ago

Why did PLTR, NVDA, TSLA, Adidas, NBIS and my S&P 500 ETF all drop today?

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Bullish 7d 15h ago

$NBIS YOLO GAINS

▲ 1 💬 0 ⚡ 0.2

r/wallstreetbets Neutral 8d 6h ago

NBIS MRVL QCOM POET 18 bagger and counting

▲ 1 💬 0 ⚡ 0.3

r/wallstreetbets Neutral 8d 8h ago

69% of portfolio NBIS $275 calls June 5

▲ 1 💬 0 ⚡ 0.3

r/wallstreetbets Neutral 8d 12h ago

NBIS

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Bullish 8d 15h ago

NBIS surpasses the market cap of CRWV for the first time ever

▲ 2 💬 0 ⚡ 0.5

r/wallstreetbets Bullish 9d 4h ago

SLS, NBIS or SNXX for this coming week

▲ 1 💬 0 ⚡ 0.5

r/investing Bullish 9d 4h ago

SLS, NBIS or SNXX for this coming week

▲ 1 💬 0 ⚡ 0.5

r/investing Bearish 9d 8h ago

Tomorrow I am buying.....

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Bearish 11d 4h ago

$CRWV

▲ 1 💬 0 ⚡ 0.5

r/stocks Neutral 11d 11h ago

$NBIS is gonna fly soon!

▲ 1 💬 1 ⚡ 0.5

r/wallstreetbets Neutral 11d 16h ago

19m how am I doing

▲ 1 💬 0 ⚡ 0.5

May 14, 2026

short_interest

FTD: NBIS — 37,392 shares ($7.8M) failed to deliver

Settlement: 20260514, Price: $207.27, FTD Value: $7,750,239.84, NEBIUS GROUP N.V. CLASS A ORDI

May 13, 2026

earnings_calendar

NBIS Q1 2026 Earnings Scheduled — 2026-05-13

May 11, 2026

short_interest

FTD: NBIS — 43,731 shares ($7.7M) failed to deliver

Settlement: 20260511, Price: $177.05, FTD Value: $7,742,573.55, NEBIUS GROUP N.V. CLASS A ORDI

May 7, 2026

short_interest

FTD: NBIS — 52,699 shares ($10.3M) failed to deliver

Settlement: 20260507, Price: $195.09, FTD Value: $10,281,047.91, NEBIUS GROUP N.V. CLASS A ORDI

May 6, 2026

short_interest

FTD: NBIS — 68,769 shares ($12.1M) failed to deliver

Settlement: 20260506, Price: $175.92, FTD Value: $12,097,842.48, NEBIUS GROUP N.V. CLASS A ORDI

May 4, 2026

short_interest

FTD: NBIS — 39,259 shares ($6.1M) failed to deliver

Settlement: 20260504, Price: $154.49, FTD Value: $6,065,122.91, NEBIUS GROUP N.V. CLASS A ORDI

May 1, 2026

short_interest

FTD: NBIS — 70,102 shares ($9.7M) failed to deliver

Settlement: 20260501, Price: $138.23, FTD Value: $9,690,199.46, NEBIUS GROUP N.V. CLASS A ORDI

Apr 29, 2026

earnings_calendar

NBIS Q1 2026 Earnings Scheduled — 2026-04-29

Apr 23, 2026

short_interest

FTD: NBIS — 6,203 shares ($1.0M) failed to deliver

Settlement: 20260423, Price: $156.14, FTD Value: $968,536.42, NEBIUS GROUP N.V. CLASS A ORDI

Apr 20, 2026

short_interest

FTD: NBIS — 20,203 shares ($3.2M) failed to deliver

Settlement: 20260420, Price: $157.14, FTD Value: $3,174,699.42, NEBIUS GROUP N.V. CLASS A ORDI

Apr 17, 2026

short_interest

FTD: NBIS — 3,204 shares ($0.5M) failed to deliver

Settlement: 20260417, Price: $165.34, FTD Value: $529,749.36, NEBIUS GROUP N.V. CLASS A ORDI

Apr 16, 2026

short_interest

FTD: NBIS — 7,173 shares ($1.2M) failed to deliver

Settlement: 20260416, Price: $166.77, FTD Value: $1,196,241.21, NEBIUS GROUP N.V. CLASS A ORDI

Apr 14, 2026

short_interest

FTD: NBIS — 22,544 shares ($3.5M) failed to deliver

Settlement: 20260414, Price: $154.56, FTD Value: $3,484,400.64, NEBIUS GROUP N.V. CLASS A ORDI

Apr 13, 2026

short_interest

FTD: NBIS — 240,345 shares ($34.8M) failed to deliver

Settlement: 20260413, Price: $144.97, FTD Value: $34,842,814.65, NEBIUS GROUP N.V. CLASS A ORDI

Apr 10, 2026

short_interest

FTD: NBIS — 95,512 shares ($13.0M) failed to deliver

Settlement: 20260410, Price: $136.33, FTD Value: $13,021,150.96, NEBIUS GROUP N.V. CLASS A ORDI