Explosive Growth: Social media chatter centers on NBIS delivering extraordinary returns exceeding 1,200 percent over the past year, positioning it as a standout performer amid broader market gains.
AI Momentum: Discussions frequently compare NBIS to other high-growth names like MRVL and IREN, with observers noting its potential as the next major AI infrastructure player following recent endorsements from industry leaders.
Market Dynamics: Participants express ongoing interest in NBIS amid rising short interest and institutional accumulation, though some highlight risks of dilution as the company scales operations in a competitive sector.
Note: This discussion summary was generated from an AI condensation of post data.
NBIS Insider Trading Activity
NBIS insiders have traded $NBIS stock on the open market 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $NBIS stock by insiders over the last 6 months:
- ANDREY KOROLENKO (Chief Infrastructure Officer) has made 0 purchases and 3 sales selling 558,333 shares for an estimated $107,771,469.
- ELENA BUNINA has made 0 purchases and 8 sales selling 47,655 shares for an estimated $8,261,325.
- ARKADIY VOLOZH (CEO) sold 33,358 shares for an estimated $3,460,272
- MARC BORODITSKY (Chief Revenue Officer) has made 0 purchases and 2 sales selling 9,000 shares for an estimated $1,699,425.
- DANILA SHTAN (Chief Technology Officer) sold 13,489 shares for an estimated $1,332,381
- BOAZ TAL (General Counsel) has made 0 purchases and 4 sales selling 8,136 shares for an estimated $1,316,786.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
NBIS Hedge Fund Activity
We have seen 449 institutional investors add shares of NBIS stock to their portfolio, and 326 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ORBIS ALLAN GRAY LTD added 4,979,408 shares (+149.3%) to their portfolio in Q1 2026, for an estimated $516,663,374
- JERICHO CAPITAL ASSET MANAGEMENT L.P. removed 4,607,497 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $385,670,536
- TWO SIGMA INVESTMENTS, LP added 2,706,887 shares (+3069.2%) to their portfolio in Q1 2026, for an estimated $280,866,595
- VALUE ALIGNED RESEARCH ADVISORS, LLC added 2,507,674 shares (+75.9%) to their portfolio in Q1 2026, for an estimated $260,196,254
- TWO SIGMA ADVISERS, LP removed 2,286,600 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $191,399,853
- JENNISON ASSOCIATES LLC added 1,700,223 shares (+inf%) to their portfolio in Q1 2026, for an estimated $176,415,138
- FRED ALGER MANAGEMENT, LLC added 1,661,403 shares (+20.9%) to their portfolio in Q1 2026, for an estimated $172,387,175
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
NBIS Price Targets
Multiple analysts have issued price targets for $NBIS recently. We have seen 10 analysts offer price targets for $NBIS in the last 6 months, with a median target of $227.5.
Here are some recent targets:
- Stefan Slowinski from BNP Paribas set a target price of $255.0 on 06/02/2026
- Gil Luria from DA Davidson set a target price of $250.0 on 05/18/2026
- Tyler Radke from Citigroup set a target price of $287.0 on 05/15/2026
- Greg P. Miller from Citizens set a target price of $270.0 on 05/14/2026
- Josh Baer from Morgan Stanley set a target price of $144.0 on 05/14/2026
- Tal Liani from B of A Securities set a target price of $205.0 on 05/11/2026
- Brett Knoblauch from Cantor Fitzgerald set a target price of $129.0 on 04/09/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
