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 selling11/20
Insiders are sellers only: 60 sells worth $163.7M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 3 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings4/15
3 offering-related filings in the last year (share-count history unavailable).
- Analysts16
- Implied upside+37.1%
- Target range$144.00 to $415.00
- EPS expected-$0.86 -135%
- A year ago$2.45
- Revenue expected$573.9M +446%
- Estimate range-$1.16 to -$0.64
NBIS closed at $218.48 on Aug 27, up 47.4% since Jul 29. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 65% of the 52-week range ($64.06 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 August 14, 2026, when Charles E Ryan, Director, sold $13.3M of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Charles E Ryan · Director | Sell | $13.3M | August 14, 2026 | Routine |
| Arkadiy Volozh · CEO | Sell | $11.0M | July 1, 2026 | Tax withholding |
| Andrey Korolenko · Chief Infrastructure Officer | Sell | $8.0M | July 1, 2026 | Tax withholding |
| Danila Shtan · Chief Technology Officer | Sell | $4.0M | July 1, 2026 | Tax withholding |
| 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 · Officer | $1.4M | August 14, 2026 | Executed | Routine |
| Ryan Charles E · Director, NON EXECUTIVE DIRECTOR | $12.8M | August 14, 2026 | Executed | Routine |
| Boynton John Wilson IV · Officer | $1.4M | July 15, 2026 | Not yet reported | Routine |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 6-K | August 26, 2026 | FORM 6-K |
| 6-K | August 24, 2026 | FORM 6-K |
| 6-K | August 20, 2026 | FORM 6-K |
| 6-K | August 19, 2026 | FORM 6-K |
| 4 | August 18, 2026 | PRIMARY DOCUMENT |
| 4 | August 18, 2026 | PRIMARY DOCUMENT |
| 144 | August 14, 2026 | View on EDGAR |
| 144 | August 14, 2026 | View on EDGAR |
Nebius news
All 49 articles
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.
CoreWeave (CRWV) crushed earnings and Cramer's IREN call aged well. Then Nebius (NBIS) crushed it too.
CoreWeave crushed its quarter and jumped about 15% after hours, five days after Jim Cramer told a caller to buy CRWV over IREN and called it cheaper and better. The backlog hit $104 billion. Nebius (NBIS) reports Wednesday morning, and it's the next test for the whole neocloud trade.
Michael Burry shorted Oracle (ORCL) at $144.63 and Nebius (NBIS) at $211.77. This time it's the stock, not puts.
Michael Burry shorted Oracle at $144.63 and Nebius at $211.77 on August 6, this time selling the shares short instead of buying puts. His argument: their AI-era earnings are inflated by understated chip depreciation.
US strikes on Iran paused. Oil fell more than 3%, and Micron (MU) and Nebius (NBIS) rose over the weekend
US Central Command has gone two straight nights without striking Iran, and a Defense Department source told CNN operations are on a hold. Polymarket puts an effective ceasefire at 75% by August 31. US markets were shut all weekend, but the tokenized stock market never closed, and it spent Sunday buying the AI trade and selling oil.
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.
New York froze new data centers for a year, and TeraWulf just became the day's biggest loser because of it. Nebius, close behind, has nothing to do with New York.
Governor Hochul signed a first-in-the-nation moratorium on new hyperscale data centers today, and TeraWulf (WULF) fell 6.7%, the hardest hit in the group, because it owns exactly the kind of project the order targets. Nebius (NBIS) fell almost as much, and Digital Realty (DLR) also dropped on real New York exposure, but Nebius and CoreWeave (CRWV) have nothing to do with Albany.
Articles that mention Nebius without it being the main subject.
IREN signed a frontier AI lab and is paying 9% to finance the GPUs. Microsoft deployment debt costs 6%.
IREN (IREN) reported fiscal 2026 results and a new multi-year contract with an unnamed leading frontier AI lab. The same release prices its GPU debt by customer: 9.0% on $2.4 billion for non investment grade deployments, 6.0% on the $3.6 billion behind Microsoft.
Countries are buying AI compute like oil reserves. Nvidia says it's already a $30 billion business.
Governments are buying AI compute as national infrastructure, and specialized neoclouds are renting out GPUs at scale, but the two overlap more than the headline numbers suggest. What it means for Nvidia, Oracle, CoreWeave, Nebius and IREN.
Ken Griffin says Citadel has closed out 80% of Leopold Aschenbrenner's Situational Awareness risk
Griffin's first comment on the Situational Awareness purchase came in a Friday letter to clients. It took more than 100 block trades over $4 billion of market value to retire four fifths of the risk.
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 3-analyst consensus is -$0.86 per share on revenue of $573.9M for the quarter ended June 30, 2026, against $2.45 and $105.1M a year earlier. It has beaten the consensus EPS estimate in 2 of the last four quarters.
What do analysts expect for NBIS?
16 analysts cover Nebius Group N.V. (NBIS). The consensus rating is Strong buy. The average price target is $286.69, in a range of $144.00 to $415.00.
Are insiders buying or selling NBIS?
We track Form 4 filings for Nebius Group N.V. (NBIS). The activity listed on this page shows 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 August 26, 2026.