Nebius Group N.V. (NBIS)
NasdaqGS · Price as of · Nasdaq Real Time Price
- Profitability20/20
Profitable and growing: $82.5M net income in fiscal 2025, its latest annual report (period ended 2025-12-31), up from $-641.4M the prior fiscal year.
- Insider buying vs selling17/20
Some insider buying (5 buys, $125,188) against larger selling (49 sells, $147.9M). Any open-market buying is worth noticing. Separately, 3 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings4/15
1 offering-related filing in the last year (share-count history unavailable).
- Analysts20
- Implied upside+76.5%
- Target range$84.00 to $410.00
- EPS expected-$1.24
- A year ago-$0.47
- Revenue expected$905.7M +520%
- Estimate range-$2.67 to -$0.56
NBIS closed at $159.17 on Oct 22, down 29.8% since Sep 23. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is above the 200-day (uptrend structure); trading at 40% of the 52-week range ($73.87 to $286.69).
Insider buying and selling at Nebius Group N.V. (NBIS)
The most recent Form 4 on record for Nebius Group N.V. (NBIS) is October 20, 2026, when Arne Grimme, Director, bought $49,713 of stock. An open-market purchase is money the filer chose to put in.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Arne Grimme · Director | Buy | $49,713 | October 20, 2026 | Routine |
| Arne Grimme · Director | Buy | $25,159 | October 19, 2026 | Routine |
| Arne Grimme · Director | Buy | $50,317 | October 15, 2026 | Routine |
| Ophir Nave · COO | Sell | $117.8M | October 5, 2026 | Routine |
| Arkadiy Volozh · CEO | Sell | $8.8M | October 1, 2026 | No decision |
| Charles E Ryan · Director | Sell | $13.3M | August 14, 2026 | Routine |
| Arkadiy Volozh · CEO | Sell | $11.0M | July 1, 2026 | No decision |
| Andrey Korolenko · Chief Infrastructure Officer | Sell | $101.6M | May 13, 2026 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Boynton John Wilson IV · Director | $1.4M | October 15, 2026 | Executed | Routine |
| Nave Ophir · Director, Officer | $121.4M | October 5, 2026 | Executed | Routine |
| Boynton John Wilson IV · Director | $11,867 | September 29, 2026 | Not yet reported | Routine |
| Boynton John Wilson IV · Director | $1.4M | September 15, 2026 | Executed | Routine |
| Alonso Sanchez Maria del Dado · Officer, CFO | $90,900 | August 31, 2026 | Not yet reported | Other |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 6-K | October 22, 2026 | FORM 6-K |
| 4 | October 21, 2026 | PRIMARY DOCUMENT |
| 4 | October 20, 2026 | PRIMARY DOCUMENT |
| 4 | October 19, 2026 | PRIMARY DOCUMENT |
| 4 | October 16, 2026 | PRIMARY DOCUMENT |
| 144 | October 15, 2026 | View on EDGAR |
| 4 | October 13, 2026 | PRIMARY DOCUMENT |
| SCHEDULE 13G/A | October 7, 2026 | View on EDGAR |
Nebius news
All 67 articles
Nebius (NBIS) COO files to sell $121 million in shares in trading plan's final sale
The filing also says how much of his granted equity the sale represents.
Data center landlords vs. tenants: Digital Realty (DLR) and Equinix (EQIX) vs. CoreWeave (CRWV) and Nebius (NBIS)
Digital Realty and Equinix own data centers and rent out space and power, while CoreWeave and Nebius sell AI computing mostly from rented space. CoreWeave's leases can run longer than its customer contracts.
New Jersey fines DataOne $1.07 million over unpermitted generators at Nebius (NBIS) site serving Microsoft
New Jersey fined DataOne $1.07 million for running 62 gas generators without air permits at the Vineland data center that DataOne is building for Nebius. DataOne has 45 days to apply for permits.
Nebius (NBIS) is raising GPU rental prices up to 21% on October 1. CoreWeave (CRWV) told bond buyers it is charging more too.
Nebius will raise pay-as-you-go rates for renting selected Nvidia chips from October 1, its second increase in three months, with GPUs up 17% to 21% and memory up about 41%. CoreWeave told convertible-note buyers the same morning that it is signing capacity at higher prices too.
Oracle (ORCL) and Nebius (NBIS) pivot data center projects to Bloom Energy (BE) after gas permitting delays
SemiAnalysis reported Thursday that permitting delays forced two high-profile data center projects, Oracle's Project Jupiter and Nebius New Jersey, to pivot to Bloom Energy fuel cells. Nebius New Jersey is the Vineland site we reported on in August.
Palantir (PLTR) picks Nebius (NBIS) for sovereign AI push. Nebius shares jump 10%.
Palantir named Nebius its preferred sovereign AI infrastructure partner on Tuesday, and Nebius stock rose about 10%. Nebius compute and inference will run inside Palantir enterprise perimeter so customers can adapt open models on their own data. No dollar value, term or capacity was disclosed.
A thermal drone found 45 gas generators running at the Nebius (NBIS) data center in New Jersey. The state says it issued no permits.
Floodlight's thermal drone footage shows at least 45 of 62 gas generators operating at DataOne in Vineland, the site supplying Microsoft under Nebius' $17 billion deal. NJDEP says it has issued no permits and none are under review.
Nebius (NBIS) is selling $4.5 billion of convertible notes, and the stock dropped about 9% on the news
Nebius announced a $4.5 billion convertible notes offering split between 2030 and 2034 maturities, plus exchanges of its existing 2029 and 2031 notes for new shares. NBIS shares fell about 9% Wednesday on the dilution risk.
Nebius (NBIS) soars 27% as explosive AI demand burns Michael Burry's short
Nebius grew Q2 revenue 454% to $582 million, swung to a profit, and jumped about 27% as CEO Arkady Volozh said AI demand keeps growing exponentially. The whole data center trade rallied, and Michael Burry's fresh short went underwater.
Articles that mention Nebius without it being the main subject.
SemiAnalysis says Nvidia's (NVDA) GTC Berlin turned away neoclouds that added AMD and Google chips
The chip research firm says neocloud executives feel pressure to stay Nvidia-only. It didn't name the companies turned away.
Meta (META) releases Muse Spark Open, the top US open-weight AI model. Seven Chinese models still rank higher.
Meta says the model runs on two Mac Studios. One ranking still puts seven Chinese models ahead.
Nvidia (NVDA) CEO Huang sees no need to backstop CoreWeave (CRWV) as debt insurance costs hit a record
"I'm optimistic," Huang said, as CoreWeave's stock and bonds kept falling.
Frequently asked questions
When does NBIS report earnings?
Nebius Group N.V. (NBIS) is scheduled to report quarterly results on November 10, 2026, before the open. The 5-analyst consensus is -$1.24 per share on revenue of $905.7M for the quarter ended September 30, 2026, against -$0.47 and $146.1M a year earlier.
What do analysts expect for NBIS?
20 analysts cover Nebius Group N.V. (NBIS). The consensus rating is Buy. The average price target is $281.00, in a range of $84.00 to $410.00.
Are insiders buying or selling NBIS?
We track Form 4 filings for Nebius Group N.V. (NBIS). The activity listed on this page shows 3 open-market purchases and 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see NBIS SEC filings?
Recent filings are listed on this page, newest first. The latest is a 6-K filed October 22, 2026.