Nebius Group (NASDAQ:NBIS) is in focus today as U.S. markets reopen and ai stocks respond to fresh global and macro themes.

Saudi Central Bank grew its position in shares of Nebius Group N.V. (NASDAQ:NBIS - Free Report) by 110.0% in the second quarter, according to its most recent filing with the SEC. The fund owned 167,819 shares of the company

Members Advisory Group LLC purchased a new stake in shares of Nebius Group N.V. (NASDAQ:NBIS - Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 5,071 shares of the company

Concurrent Investment Advisors LLC lessened its stake in Nebius Group N.V. (NASDAQ:NBIS - Free Report) by 49.4% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 30,575 shares of the company

Nebius Group N.V. is seen as a buy due to its asset-light AI-PaaS business model, which accelerates capacity expansion and generates high-margin software economics. The company leverages $9 billion in prepayments and offloads capital expenditures to partners, enabling rapid scaling and high returns on invested capital. Despite concerns about depreciation schedules and convertible debt, there is no immediate risk of impairment before 2028–2029. Investors are advised to watch for franchise adoption, contract mix, and any changes in depreciation schedules, with potential stock price upside if it surpasses $221.13.

Northwestern Mutual Wealth Management Co. boosted its holdings in Nebius Group N.V. (NASDAQ:NBIS - Free Report) by 1,439.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 5,620 shares of the company

FirstWave Capital Management LLC trimmed its position in Nebius Group N.V. (NASDAQ:NBIS - Free Report) by 50.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 44,645 shares of the company

Nebius Group (NASDAQ:NBIS) Shares Up 7.5% - Time to Buy?

Nebius Group N.V. (NBIS) stock price, forecast, analyst price target, earnings date, dividend, financials and news on NASDAQ. Live market data and TECHi.