NEBIUS GROUP ($NBIS) posted quarterly earnings results for Q4 2025 on Thursday, February 12th. The company reported earnings of -$0.69 per share, beating estimates of -$1.16 by $0.47. The company also reported revenue of $227,700,000, missing estimates of $250,968,378 by $-23,268,378.
You can see Quiver Quantitative's $NBIS stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
NEBIUS GROUP Hedge Fund Activity
We have seen 360 institutional investors add shares of NEBIUS GROUP stock to their portfolio, and 267 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ORBIS ALLAN GRAY LTD removed 4,855,387 shares (-27.5%) from their portfolio in Q3 2025, for an estimated $545,114,298
- SLATE PATH CAPITAL LP removed 3,937,200 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $442,029,444
- CAPITAL RESEARCH GLOBAL INVESTORS added 2,767,280 shares (+inf%) to their portfolio in Q4 2025, for an estimated $231,635,172
- FRED ALGER MANAGEMENT, LLC added 2,536,832 shares (+33.4%) to their portfolio in Q3 2025, for an estimated $284,810,128
- WELLS FARGO & COMPANY/MN added 2,434,425 shares (+2266.8%) to their portfolio in Q3 2025, for an estimated $273,312,894
- TWO SIGMA INVESTMENTS, LP added 2,336,669 shares (+3201.1%) to their portfolio in Q3 2025, for an estimated $262,337,828
- TWO SIGMA ADVISERS, LP added 2,230,000 shares (+3939.9%) to their portfolio in Q3 2025, for an estimated $250,362,100
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NEBIUS GROUP Analyst Ratings
Wall Street analysts have issued reports on $NBIS in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citizens issued a "Market Outperform" rating on 11/19/2025
- BWS Financial issued a "Buy" rating on 11/13/2025
- CICC issued a "Outperform" rating on 11/11/2025
- DA Davidson issued a "Buy" rating on 09/10/2025
To track analyst ratings and price targets for NEBIUS GROUP, check out Quiver Quantitative's $NBIS forecast page.
NEBIUS GROUP Price Targets
Multiple analysts have issued price targets for $NBIS recently. We have seen 7 analysts offer price targets for $NBIS in the last 6 months, with a median target of $143.0.
Here are some recent targets:
- Josh Baer from Morgan Stanley set a target price of $126.0 on 01/15/2026
- Greg Miller from Citizens set a target price of $175.0 on 11/19/2025
- Hamed Khorsand from BWS Financial set a target price of $130.0 on 11/13/2025
- Alex Platt from DA Davidson set a target price of $150.0 on 11/12/2025
- Nehal Chokshi from Northland Capital Markets set a target price of $211.0 on 11/12/2025
- An analyst from CICC set a target price of $143.0 on 11/11/2025
- Alexander Duval from Goldman Sachs set a target price of $120.0 on 09/17/2025
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.
