AI Deals Spark Buzz: Recent discussions on social media about Nebius Group have centered on their high-profile AI infrastructure deals with major tech giants. Many users are excited about the potential for long-term growth, pointing to the surging demand for AI and cloud services as a key driver. However, some express concern over a recent dip in stock price despite the positive news.
Price Targets and Volatility: Conversations also highlight analyst upgrades and ambitious price targets, with some suggesting significant upside potential for the stock. Others caution about volatility and execution risks, noting the stock’s sharp movements and heavy capital expenditure needs. The mix of optimism and skepticism keeps the dialogue lively and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
Nebius Group Hedge Fund Activity
We have seen 325 institutional investors add shares of Nebius Group stock to their portfolio, and 217 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
- NORGES BANK removed 2,862,852 shares (-97.6%) from their portfolio in Q2 2025, for an estimated $158,401,601
- 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
- UBS GROUP AG added 2,319,609 shares (+588.0%) to their portfolio in Q3 2025, for an estimated $260,422,502
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 5 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
- Goldman Sachs issued a "Buy" rating on 07/14/2025
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 6 analysts offer price targets for $NBIS in the last 6 months, with a median target of $146.5.
Here are some recent targets:
- 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
- Nehal Chokshi from Northland Capital Markets set a target price of $211.0 on 11/12/2025
- Alex Platt from DA Davidson set a target price of $150.0 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.
