Market Cap
$64.1B
NBIS
Nebius Group N.V.
$242.81 ▲ +4.53%
Prev close $232.28Market cap$64.1B
ConsensusBuy
12-mo target$283.58 (+16.8%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10) Software & IT
Snapshot
The big-picture read on NBIS right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (72%)
Insider Activity
$0.00 buy / $23.0M sell
Insider Net $
-$23.0M
Social Sentiment
43° Neutral
SEC Reports
19
Price chart 30d +15.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: NBIS — 62.4% short (3.7M / 6.0M)
Short: 3,732,785 | Exempt: 9,010 | TRF Vol: 5,982,318 | Short Ratio: 62.4% | Off-exchange volume (da
Sep 29, 2026 Insider
Boynton John Wilson IV sold 50 shares
Director @ $235.01 ($11.8K)
Sep 15, 2026 Insider
Boynton John Wilson IV sold 1,264 shares
Director @ $207.67 ($262.5K)
Sep 15, 2026 Insider
Aug 26, 2026 SEC Boynton John Wilson IV sold 1,900 shares
Director @ $208.84 ($396.8K)
Nebius Group N.V. filed a 6-K reporting that all 16 resolutions proposed at its Annual General Meeting of Shareholders w
6-K — Impact 4/10
Nebius Group priced an upsized $5.0 billion private offering of convertible senior notes (two series: $3.0B 0.50% notes
6-K — Impact 7/10
Nebius Group announced a proposed private offering of $4.50 billion aggregate original principal amount of convertible s
6-K — Impact 7/10
Analyst ratings buy % -16.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
72% rate it Buy or better · 25 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | William Blair | INITIATE | Outperform | 51% |
| Sep 24, 2026 | BNP Paribas | UPGRADE | Outperform | — |
| Sep 21, 2026 | Rothschild & Co | INITIATE | Sell | 58% |
| Sep 9, 2026 | Truist Securities | INITIATE | Buy | 55% |
| Aug 18, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Aug 14, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 13, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Aug 13, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Aug 8, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Aug 5, 2026 | Citigroup | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 11 | 7 | 0 | 0 | 72% | |
| Aug 1, 2026 | 7 | 11 | 6 | 0 | 0 | 75% | |
| Jul 1, 2026 | 6 | 10 | 7 | 0 | 0 | 70% | |
| Jun 1, 2026 | 5 | 10 | 6 | 0 | 0 | 71% | |
| May 1, 2026 | 5 | 12 | 5 | 0 | 0 | 77% | |
| Apr 1, 2026 | 5 | 12 | 3 | 0 | 0 | 85% | |
| Mar 1, 2026 | 3 | 12 | 3 | 0 | 0 | 83% | |
| Feb 1, 2026 | 2 | 11 | 3 | 0 | 0 | 81% |
Price targets
Where 19 covering analysts think NBIS trades over the next 12 months.
$283.58 +16.8% upside Buy
Current$242.81 Low$84.00 Median$300.00 High$415.00 19 analysts
$84.00$415.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
43°
Neutral
BearishNeutralBullish
Recent posts
AI Stock Crash, while AI Tech is Universal - Prediction
▲ 0 · 💬 0
How did WSB's stock picks of 2026 perform - Q3 Check in
▲ 1 · 💬 5· ⚡ 0.5
2026 WSB Index Status Check - The Empire Strikes Back
▲ 1 · 💬 7· ⚡ 0.5
Looks like he decided he didn't want to retire October 9th nor work for 60 more years and took the $26,500 loss
▲ 1 · 💬 7· ⚡ 0.5
called NBIS move before market open
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
19 SEC filing reports analyzed · 2 bullish, 8 bearish, 2 mixed, 7 neutral · avg impact 5.0/10.
NEUTRAL6-K4/10
Nebius Group N.V. filed a 6-K reporting that all 16 resolutions proposed at its Annual General Meeti
Aug 26, 2026
MIXED6-K7/10
Nebius Group priced an upsized $5.0 billion private offering of convertible senior notes (two series
Aug 20, 2026
BEARISH6-K7/10
Nebius Group announced a proposed private offering of $4.50 billion aggregate original principal amo
Aug 19, 2026
NEUTRALCLUSTER2/10
Two directors at Nebius Group (NBIS) sold a combined ~$2.56M in open-market transactions on August 1
Aug 19, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: NBIS — 62.4% short (3.7M / 6.0M)
Short: 3,732,785 | Exempt: 9,010 | TRF Vol: 5,982,318 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: NBIS — 65.3% short (4.6M / 7.0M)
Short: 4,592,211 | Exempt: 9,735 | TRF Vol: 7,036,723 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: NBIS — 57.0% short (3.5M / 6.1M)
Short: 3,494,813 | Exempt: 16,406 | TRF Vol: 6,125,886 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: NBIS — 56.0% short (3.8M / 6.8M)
Short: 3,831,355 | Exempt: 8,569 | TRF Vol: 6,838,873 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: NBIS — 59.6% short (5.0M / 8.5M)
Short: 5,036,855 | Exempt: 18,592 | TRF Vol: 8,456,627 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-1.40 | $-2.67–$-0.56 | -195.3% | +13.2% | 1↑ 1↓ | $0.9B | 4 |
| Next Q | $-2.01 | $-3.63–$-0.43 | -103.4% | +1.1% | 1↑ 1↓ | $1.5B | 3 |
| Current FY | $-2.28 | $-6.41–$0.49 | — | +3.4% | 3↑ 2↓ | $3.3B | 8 |
| Next FY | $-5.64 | $-15.31–$5.27 | -147.8% | -20.3% | 4↑ 2↓ | $12.3B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.403 | — |
| 7d ago | $-1.460 | +0.057 |
| 30d ago | $-1.615 | +0.212 |
| 60d ago | $-1.123 | -0.279 |
| 90d ago | $-1.123 | -0.279 |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net -$23.0M — $0.00 bought, $23.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | Boynton John Wilson IV | Director | SELL | 50 | $235.01 | $11.8K |
| Sep 15, 2026 | Boynton John Wilson IV | Director | SELL | 1,264 | $207.67 | $262.5K |
| Sep 15, 2026 | Boynton John Wilson IV | Director | SELL | 1,900 | $208.84 | $396.8K |
| Sep 15, 2026 | Boynton John Wilson IV | Director | SELL | 1,100 | $209.74 | $230.7K |
| Sep 15, 2026 | Boynton John Wilson IV | Director | SELL | 400 | $210.53 | $84.2K |
| Sep 15, 2026 | Boynton John Wilson IV | Director | SELL | 200 | $211.88 | $42.4K |
| Sep 15, 2026 | Boynton John Wilson IV | Director | SELL | 300 | $213.40 | $64.0K |
| Sep 15, 2026 | Boynton John Wilson IV | Director | SELL | 900 | $214.81 | $193.3K |
| Sep 15, 2026 | Boynton John Wilson IV | Director | SELL | 200 | $215.59 | $43.1K |
| Sep 15, 2026 | Boynton John Wilson IV | Director | SELL | 100 | $216.52 | $21.7K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for NBIS.
Shares short
46,779,540
Settlement Sep 15, 2026
Change vs prior
+3.3%
Semi-monthly cycle
Days to cover
3.6
At avg daily volume
Of shares outstanding
≈17.2%
Estimate — not % of float
All NBIS filing & press-release reports (19)
- 6-K reportAug 26, 2026
- 6-K reportAug 20, 2026
- 6-K reportAug 19, 2026
- CLUSTER reportAug 19, 2026
- 6-K reportAug 12, 2026
- 6-K reportJul 17, 2026
- CLUSTER reportJul 6, 2026
- CLUSTER reportJul 6, 2026
- 6-K reportJun 16, 2026
- CLUSTER reportJun 5, 2026
- CLUSTER reportJun 3, 2026
- CLUSTER reportMay 22, 2026
- CLUSTER reportMay 19, 2026
- CLUSTER reportMay 15, 2026
- 6-K reportMay 13, 2026
- CLUSTER reportApr 16, 2026
- CLUSTER reportApr 14, 2026
- CLUSTER reportApr 8, 2026
- CLUSTER reportApr 2, 2026