6-K ·Filed Aug 26, 2026

NBIS

Nebius Group N.V.
NEUTRAL
Impact 4/10
Horizonmonths Processed1mo ago SEC0001104659-26-101076
Notable filing: 6-K
Actionable Insight • Neutral

Monitor for any future announcements regarding the exercise of the share issuance or repurchase authorizations. The five-year shelf for up to 20% new shares is a standing dilution risk, but the repurchase authorization provides a counterbalancing capital return tool. No immediate trading catalyst from this routine governance filing.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d
NBIS ▲ +13.81% at T+20d
NEUTRAL call ✓ call won +13.81% · α vs SPY +13.59% · entry $213.93 → $243.48
Next anchor: T+60d in 7w
Latest observation: T+24 +5.14% FF3 residual α
Entry anchored
Aug 26, 08:32 AM ET
via 1-min bar
T+1d
+2.13%
call +2.13% · α +1.47%
$218.48
settled 5w ago
T+5d
-4.60%
call -4.60% · α -4.48%
$204.09
settled 4w ago
T+20d
+13.81%
call +13.81% · α +13.59%
$243.48
settled 8d ago
T+60d
—
call — · α —
—
in 7w

Price Chart

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Executive Summary

Nebius Group N.V. filed a 6-K reporting that all 16 resolutions proposed at its Annual General Meeting of Shareholders were adopted. Key items include the re-appointment of all directors, appointment of auditors, authorization to issue up to 20% additional Class A shares (with pre-emptive rights exclusion) for five years, a share repurchase authorization of up to 20% for 18 months, and the cancellation of 2,243,621 Class C treasury shares. The AGM results are routine governance items with no material financial impact, though the broad share issuance authorization introduces potential future dilution risk.

Key Facts

  • All 16 resolutions proposed at the AGM were adopted.
  • Board authorized to issue up to 20% additional Class A shares for five years.
  • Board authorized to exclude pre-emptive rights on new Class A shares for five years.
  • Board authorized to repurchase up to 20% of issued share capital for 18 months.
  • 2,243,621 Class C treasury shares to be cancelled.
  • Total voting rights: 238,402,543 Class A shares (1 vote each) and 33,455,053 Class B shares (10 votes each).
  • Re-appointment of Arkady Volozh as Executive Director passed with 377,275,928 votes for and 21,732,302 against.

Financial Impact

No immediate financial impact. The share issuance authorization (up to 20%) and repurchase authorization (up to 20%) are enabling resolutions with no current execution. Cancellation of 2.24M Class C treasury shares is a minor capital structure cleanup.

dilutionshare count

Risk Factors

  • Potential future dilution from authorized 20% share issuance over five years.
  • Opposition votes on director re-appointments (5-7% against for some directors) suggest minority shareholder concerns.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Computer Programming, Data Processing, Etc.
Analyst Consensus
75% bullish (24 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001104659-26-101076
Document: 0001104659-26-101076-index-headers.html0001104659-26-101076
Document: 0001104659-26-101076-index.html0001104659-26-101076
Document: 0001104659-26-101076.txt0001104659-26-101076
19 reports for NBIS
Performance horizon
90% Hit rate 9 of 10 directional calls best @ T+20▲ +56.25%Jul 17, 2026
Filters
Rows
Reports for NBIS — sortable, filterable
TypeNow
Aug 26, 2026
5w ago
6-K
NEUTRAL ★ 4/10
$213.93 $243.48▲ +13.81%▲ +13.59%$242.81 (+13.50%)
Aug 20, 2026
6w ago
6-K
MIXED ★ 7/10
$220.11 $223.54▲ +1.56%▲ +1.56%$242.81 (+10.31%)
Aug 19, 2026
6w ago
6-K
BEARISH ★ 7/10
$223.90 $217.99▲ +2.64%▲ +0.69%$242.81 (−8.45%)
Aug 18, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$248.43 $209.37▼ −15.72%▼ −14.41%$242.81 (−2.26%)
Aug 12, 2026
7w ago
6-K
MIXED ★ 6/10
$255.04 $224.55▼ −11.96%▼ −10.21%$242.81 (−4.80%)
Jul 17, 2026
11w ago
6-K
BULLISH ★ 6/10
$177.71 $277.68▲ +56.25%▲ +51.81%$242.81 (+36.63%)
Jul 6, 2026
12w ago
Insider Cluster
BEARISH ★ 6/10
$213.02 $190.41▲ +10.61%▲ +10.05%$242.81 (−13.98%)
Jul 6, 2026
12w ago
Insider Cluster
NEUTRAL ★ 2/10
$213.02 $190.41▼ −10.61%▼ −10.05%$242.81 (+13.98%)
Jun 16, 2026
15w ago
6-K
NEUTRAL ★ 3/10
$265.10 $194.09▼ −26.79%▼ −26.99%$242.81 (−8.41%)
Jun 5, 2026
17w ago
Insider Cluster
NEUTRAL ★ 3/10
$227.81 $213.02▼ −6.49%▼ −8.35%$242.81 (+6.58%)
Showing 10 of 19

US Market Status

Market Closed — Opens Mon (38h 38m)

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