Shares rally amid short interest: Social media discussions highlight Nebius Group's stock surging 8.5% to $157.29, with short interest exceeding 20% of the float fueling talk of a potential squeeze. Traders note the risk of a secondary offering to fund capex but view it as efficient capital raising.
Acquisition rumors boost sentiment: Chatter intensified around acquisition talks for AI21 Labs, driving a 6% daily gain after a five-day 30% run. Despite a recent Q4 EPS miss and insider sales, partnerships with Nvidia and Meta underscore long-term AI infrastructure potential.
Institutional interest grows: Users point to BlackRock's massive position increase and explosive revenue guidance from $118 million to over $3 billion. Many see multibagger upside as capacity sells out and data centers expand rapidly.
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 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 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 2 sales selling 58,333 shares for an estimated $6,151,469.
- ARKADIY VOLOZH (CEO) sold 33,358 shares for an estimated $3,460,272
- ELENA BUNINA has made 0 purchases and 3 sales selling 20,060 shares for an estimated $3,007,695.
- DANILA SHTAN (Chief Technology Officer) sold 13,489 shares for an estimated $1,332,381
- MARC BORODITSKY (Chief Revenue Officer) sold 4,500 shares for an estimated $720,450
- BOAZ TAL (General Counsel) sold 3,036 shares for an estimated $299,882
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Nebius Group Hedge Fund Activity
We have seen 375 institutional investors add shares of Nebius Group stock to their portfolio, and 281 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ORBIS ALLAN GRAY LTD removed 9,461,185 shares (-73.9%) from their portfolio in Q4 2025, for an estimated $791,948,490
- BLACKROCK, INC. added 9,407,534 shares (+39418.1%) to their portfolio in Q4 2025, for an estimated $787,457,633
- 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
- STATE STREET CORP added 3,090,103 shares (+2391.3%) to their portfolio in Q4 2025, for an estimated $258,657,071
- CAPITAL RESEARCH GLOBAL INVESTORS added 2,767,280 shares (+inf%) to their portfolio in Q4 2025, for an estimated $231,635,172
- WELLS FARGO & COMPANY/MN removed 2,379,259 shares (-93.6%) from their portfolio in Q4 2025, for an estimated $199,155,874
- TWO SIGMA INVESTMENTS, LP removed 2,321,469 shares (-96.3%) from their portfolio in Q4 2025, for an estimated $194,318,562
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 3 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
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 10 analysts offer price targets for $NBIS in the last 6 months, with a median target of $159.5.
Here are some recent targets:
- Brett Knoblauch from Cantor Fitzgerald set a target price of $129.0 on 04/09/2026
- Tal Liani from B of A Securities set a target price of $150.0 on 03/24/2026
- Tyler Radke from Citigroup set a target price of $169.0 on 03/16/2026
- Alex Platt from DA Davidson set a target price of $200.0 on 03/16/2026
- Hamed Khorsand from BWS Financial set a target price of $200.0 on 03/16/2026
- Michael Donovan from Compass Point set a target price of $150.0 on 02/18/2026
- Josh Baer from Morgan Stanley set a target price of $126.0 on 01/15/2026
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.
