Nvidia Partnership Boost: Market observers on social media highlighted Nebius Group's new physical AI Living Lab initiative with Nvidia, positioning the firm to support European robotics startups with advanced cloud infrastructure ahead of a September rollout.
AI Cloud Advancements: Discussions centered on the launch of Nebius AI Cloud 3.6 featuring automated infrastructure tools, customer encryption options, and expanded storage capacity up to 100 petabytes, drawing attention to the company's scaling ambitions in the AI sector.
Price Momentum Debate: Traders noted the stock's push to fresh highs amid mixed views on short interest and institutional ownership, with some emphasizing sustained revenue growth while others flagged stretched valuations in the current environment.
Note: This discussion summary was generated from an AI condensation of post data.
Nebius Group Insider Trading Activity
Nebius Group insiders have traded $NBIS stock on the open market 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 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.
- DANILA SHTAN (Chief Technology Officer) has made 0 purchases and 2 sales selling 29,167 shares for an estimated $5,078,829.
- MARC BORODITSKY (Chief Revenue Officer) has made 0 purchases and 3 sales selling 19,776 shares for an estimated $4,675,758.
- ARKADIY VOLOZH (CEO) sold 33,358 shares for an estimated $3,460,272
- JOHN WILSON IV BOYNTON has made 0 purchases and 10 sales selling 5,812 shares for an estimated $1,472,093.
- BOAZ TAL (General Counsel) has made 0 purchases and 4 sales selling 8,136 shares for an estimated $1,316,786.
- SANCHEZ MARIA DEL DADO ALONSO (CFO) sold 1,509 shares for an estimated $416,786
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.
Nebius Group Hedge Fund Activity
We have seen 449 institutional investors add shares of Nebius Group stock to their portfolio, and 324 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.
Nebius Group 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 $250.0.
Here are some recent targets:
- Tal Liani from B of A Securities set a target price of $280.0 on 06/08/2026
- 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
- 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.
