AI Deal Sparks Buzz: Recent discussions on X about Nebius Group N.V. (NBIS) have been lively, driven by news of a major AI deal with a tech giant. Many users are excited about the company’s rapid growth in the AI infrastructure space. The stock’s upward momentum has fueled optimistic chatter about its future potential.
Volatility Concerns Emerge: Despite the enthusiasm, some on X have flagged concerns over recent stock price volatility and a dip this week. Discussions highlight fears of potential dilution risks after a significant capital raise. The mixed views keep the conversation dynamic and engaging.
Analyst Upgrades in Focus: Adding to the buzz, posts on X mention recent analyst upgrades and raised price targets for NBIS. This has led some to speculate on further gains, though others remain cautious about short-term fluctuations. The debate continues to draw attention from investors.
Note: This discussion summary was generated from an AI condensation of post data.
Nebius Group N.V. Hedge Fund Activity
We have seen 23 institutional investors add shares of Nebius Group N.V. stock to their portfolio, and 3 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ESSEX LLC added 168,696 shares (+660.8%) to their portfolio in Q3 2025, for an estimated $18,939,499
- SG AMERICAS SECURITIES, LLC removed 39,186 shares (-39.9%) from their portfolio in Q3 2025, for an estimated $4,399,412
- GLADSTONE INSTITUTIONAL ADVISORY LLC added 10,432 shares (+inf%) to their portfolio in Q3 2025, for an estimated $1,171,200
- JTC EMPLOYER SOLUTIONS TRUSTEE LTD added 7,787 shares (+inf%) to their portfolio in Q3 2025, for an estimated $874,246
- MGO ONE SEVEN LLC added 5,505 shares (+119.5%) to their portfolio in Q3 2025, for an estimated $618,046
- STONECREST WEALTH MANAGEMENT, INC. added 4,340 shares (+99.9%) to their portfolio in Q3 2025, for an estimated $487,251
- CONWAY CAPITAL MANAGEMENT, INC. added 3,650 shares (+inf%) to their portfolio in Q3 2025, for an estimated $409,785
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Nebius Group N.V. 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:
- DA Davidson issued a "Buy" rating on 09/10/2025
- BWS Financial issued a "Buy" rating on 09/09/2025
- Goldman Sachs issued a "Buy" rating on 07/14/2025
- Northland Capital Markets issued a "Outperform" rating on 05/21/2025
To track analyst ratings and price targets for Nebius Group N.V., check out Quiver Quantitative's $NBIS forecast page.
Nebius Group N.V. Price Targets
Multiple analysts have issued price targets for $NBIS recently. We have seen 4 analysts offer price targets for $NBIS in the last 6 months, with a median target of $122.5.
Here are some recent targets:
- Alexander Duval from Goldman Sachs set a target price of $120.0 on 09/17/2025
- Alex Platt from DA Davidson set a target price of $125.0 on 09/10/2025
- Hamed Khorsand from BWS Financial set a target price of $130.0 on 09/09/2025
- Nehal Chokshi from Northland Capital Markets set a target price of $47.0 on 05/21/2025
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.
