Nebius (NBIS) Chief Revenue Officer Marc Sells $1.5M of Stock

Marc Boroditsky, Chief Revenue Officer of Nebius Group N.V. (NasdaqGS: NBIS), sold 7,000 shares on October 12, 2026, for approximately $1.48 million at a price of $211.23 each. This transaction was planned ahead of time, as indicated by the filing.

Other Institutional Activity in Nebius Group

Blackrock Inc. holds 11,531,270 shares of Nebius Group, worth about $1.91 billion after increasing its stake by 1,593,947 shares. Goldman Sachs Group Inc. owns 9,799,741 shares valued at $1.62 billion, having added 6,715,637 shares. Invesco Ltd. increased its holdings by 5,178,914 shares, bringing its total to 6,943,270 shares worth about $1.15 billion. Meanwhile, Orbis Allan Gray Ltd. reduced its position, selling 1,820,118 shares, and now holds 6,494,719 shares valued at $1.07 billion. Bank of America Corporation raised its stake by 4,639,889 shares, ending with 6,138,513 shares, worth about $1.02 billion.

Nebius Group N.V. Stock Down 10.8%

As of October 16, 2026, Nebius Group's stock was recently trading around $165.87, which is about 25.9% below its 50-day moving average of $223.90. The stock is also 44.7% below its 52-week high of $299.86, but 125.6% above its 52-week low of $73.52. Analysts have set a mean price target of $283.60, suggesting room for growth.

Recent Earnings

Nebius Group reported trailing twelve-month revenue of approximately $1.36 billion and an EPS of $1.28. The company has shown a remarkable year-over-year revenue growth of 454.0%. Its next earnings report is scheduled for November 10, 2026.

Insider Buying and Selling at Nebius Group N.V.

On October 12, 2026, Marc Boroditsky sold 7,000 shares at $211.23 each, totaling $1.48 million. This sale was planned, as noted in his SEC filing. Earlier, on October 1, 2026, both Danila Shtan, Chief Technology Officer, and Andrey Korolenko, Officer, sold shares at $234.16, with Shtan's sale totaling about $3.41 million and Korolenko's reaching approximately $6.81 million. Additionally, Ophir Nave, Chief Operating Officer, sold 500,000 shares on October 5, 2026, for an undisclosed price, valued at around $117.77 million.

Analysts Set New Price Targets

On October 8, 2026, Rosenblatt initiated coverage on Nebius Group with a 'Buy' rating and a price target of $304. Earlier, Truist Securities initiated a 'Buy' rating with a target of $355 on September 9, 2026. BNP Paribas upgraded its rating to 'Outperform' with a new target of $399 on September 24, 2026.

About Nebius Group

Nebius Group N.V. is a technology company based in Schiphol, Netherlands, that provides infrastructure services for the global AI industry. It builds large-scale GPU clusters and cloud platforms to support developers in the U.S., U.K., and worldwide. The recent insider trading activity highlights the ongoing interest in the company's performance as it approaches its next earnings report.

Bottom Line

Investors should keep an eye on Nebius Group's upcoming earnings report on November 10, 2026, as well as any further insider trades. The stock's current position below its moving averages may indicate volatility ahead.