AI Infrastructure Buzz: Recent chatter on social media about Nebius Group has centered on its role in the AI infrastructure space. Many users are excited about the company’s plans to deploy NVIDIA’s Rubin platform in 2026, seeing it as a potential game-changer. This has sparked renewed interest in the stock after a volatile end to 2025.
Stock Price Volatility: Discussions also highlight the stock’s recent price movements, with some noting a recovery from dips and others pointing to bullish technical patterns. There’s a mix of optimism about potential upside, with price targets being raised by analysts, though some caution about short-term fluctuations. The sentiment reflects hope for a strong earnings run soon.
Note: This discussion summary was generated from an AI condensation of post data.
Nebius Group Hedge Fund Activity
We have seen 334 institutional investors add shares of Nebius Group stock to their portfolio, and 167 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
- 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
- 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 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
- 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.
