Nebius Group N.V. Class A Ordinary Shares
NBIS
About: Nebius Group NV is a tech company. It is a European provider of infrastructure and services to AI builders globally. The group builds full-stack infrastructure to service the growth of the AI industry, including the scale of GPU clusters, cloud platforms, tools, and services for developers. It has R&D hubs across Europe, North America and Israel.
Employees: 1,371
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
166% more capital invested
Capital invested by funds: $1.71B [Q1] → $4.55B (+$2.84B) [Q2]
93% more first-time investments, than exits
New positions opened: 156 | Existing positions closed: 81
57% more call options, than puts
Call options by funds: $1.04B | Put options by funds: $659M
47% more funds holding in top 10
Funds holding in top 10: 15 [Q1] → 22 (+7) [Q2]
22% more funds holding
Funds holding: 327 [Q1] → 400 (+73) [Q2]
0.68% more ownership
Funds ownership: 40.54% [Q1] → 41.22% (+0.68%) [Q2]
13% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 93
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Goldman Sachs
Alexander Duval
|
$120
|
Buy
Maintained
|
17 Sep 2025 |
DA Davidson
Alex Platt
|
$125
|
Buy
Maintained
|
10 Sep 2025 |
BWS Financial
Hamed Khorsand
|
$130
|
Buy
Maintained
|
9 Sep 2025 |
Financial journalist opinion
Based on 97 articles about NBIS published over the past 30 days