Nebius Group N.V. (NBIS)
- Analysts15
- Implied upside+37.5%
- Target range$120.00 to $410.00
Insider activity
| Date | Insider | Action | Value | Type |
|---|---|---|---|---|
| July 15, 2026 | Boynton John Wilson IV Director | Sell | $1.4M | Routine |
| July 1, 2026 | Volozh Arkadiy CEO | Sell | $11.0M | Own call |
| July 1, 2026 | Shtan Danila Chief Technology Officer | Sell | $4.0M | Own call |
| July 1, 2026 | Korolenko Andrey Chief Infrastructure Officer | Sell | $8.0M | Own call |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | July 24, 2026 | PRIMARY DOCUMENT |
| SCHEDULE 13G | July 20, 2026 | View on EDGAR |
| 6-K/A | July 17, 2026 | FORM 6-K/A |
| 4 | July 17, 2026 | PRIMARY DOCUMENT |
| 6-K | July 17, 2026 | FORM 6-K |
| 144 | July 15, 2026 | View on EDGAR |
| 3 | July 8, 2026 | PRIMARY DOCUMENT |
| 4 | July 6, 2026 | PRIMARY DOCUMENT |
Our NBIS coverage
29 articles
All seven Magnificent Seven stocks fell today. Here's where that money actually went (July 23, 2026)
All seven Magnificent Seven stocks were red by late morning Thursday, led by Tesla's 14% drop on an earnings miss and Alphabet's close-to-7% slide despite beating estimates, on another capex raise. Amazon and Meta sold off too ahead of next week's reports. The money didn't just leave, it rotated: into defense on Lockheed's earnings beat, and out of quantum, SaaS and space.
Tesla (TSLA) and Alphabet (GOOGL) are falling hard. The rest of the AI trade isn't (July 23, 2026)
Tesla and Alphabet kept falling through Thursday morning even as chipmakers, neoclouds and photonics stocks held up fine. Oil topped $100 a barrel after Trump threatened to bomb Iranian infrastructure over any new attack on shipping.
Jim Cramer's tech calls are still lagging the rest of his book. Intel is 1 for 5, and IBM crashed the day after his second buy call.
Jim Cramer's tech calls are still his weak spot. Intel is 1 for 5 since June, IBM is down nearly 30% since his back-to-back buy calls, and his tech picks trail the Nasdaq-100 by more than three points a call even after Tuesday's chip bounce.
IREN signed $2.8 billion in AI contracts, and bitcoin miner stocks rallied with it
IREN closed up 19.6% after announcing $2.8 billion in new AI cloud contracts. Hut 8 and CleanSpark had data center lease news of their own, while CIFR, SLNH and KEEL rallied in sympathy. The fuel: Moonshot AI is turning away paying Kimi K3 subscribers because it ran out of GPU capacity.
Nebius (NBIS) tried a $1 billion customer deal and a new business model to stop its stock slide. A $775 million loan is what actually worked.
Nebius raised $775 million in its first-ever secured debt facility, backed by GPU infrastructure and contracted cash flows, without issuing new shares. The stock is up more than 5% today, defying a weak Nasdaq, after a $1 billion customer deal and a new partnership model both failed to stop a 22% five-day slide.
Nebius (NBIS) signed a $1 billion deal this week. Its stock is down 14% today anyway, worse than the chipmakers.
Nebius signed a $1 billion, multi-year AI compute deal with Reflection AI, and its stock is still down about 14% today. The pressure has spread well past chips: CoreWeave, crypto miners like IREN and Cipher Mining, power stocks like Talen Energy and Vistra, and now New York's data-center moratorium and a Trump-Hochul clash are all weighing on the same trade.
Frequently asked questions
What do analysts expect for NBIS?
15 analysts cover Nebius Group N.V. (NBIS). The consensus rating is Buy and the average price target is $258.13, in a range of $120.00 to $410.00.
Are insiders buying or selling NBIS?
We track Form 4 filings for Nebius Group N.V. (NBIS). The most recent activity shows 0 open-market purchase filing(s) and 4 qualifying sale filing(s) in our records. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, or Own call when they did not.
Where can I see NBIS SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed July 24, 2026.