Marc Boroditsky Sells 4,500 Shares of Nebius Group (NASDAQ:NBIS) Stock

April 17, 2026 by InsiderTrades.com

Key Points

Marc Boroditsky sold 4,500 shares of Nebius Group (NASDAQ:NBIS) under a pre‑arranged Rule 10b5‑1 plan on April 15 at an average price of $160.10, generating about $720,450 and trimming his holdings to 42,162 shares (a 9.64% reduction).
Mixed signals for the stock: Wall Street coverage is largely positive (consensus "Moderate Buy" with an average target of $154.75 and several buy initiations), but the company recently missed revenue and EPS estimates and multiple insiders have sold shares, creating near‑term sentiment headwinds.

Nebius Group N.V. (NASDAQ:NBIS - Get Free Report) CRO Marc Boroditsky sold 4,500 shares of the stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $160.10, for a total transaction of $720,450.00. Following the completion of the transaction, the executive owned 42,162 shares of the company's stock, valued at approximately $6,750,136.20. The trade was a 9.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Nebius Group Trading Down 0.9%

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NASDAQ:NBIS opened at $165.34 on Friday. Nebius Group N.V. has a one year low of $20.25 and a one year high of $168.71. The company has a debt-to-equity ratio of 0.89, a current ratio of 3.08 and a quick ratio of 6.57. The company's 50-day simple moving average is $109.91 and its 200 day simple moving average is $104.34. The firm has a market capitalization of $41.63 billion, a P/E ratio of -113.25 and a beta of 4.20.

Nebius Group (NASDAQ:NBIS - Get Free Report) last announced its earnings results on Thursday, February 12th. The company reported ($0.69) earnings per share for the quarter, missing analysts' consensus estimates of ($0.42) by ($0.27). Nebius Group had a net margin of 19.02% and a negative return on equity of 11.70%. The business had revenue of $227.70 million for the quarter, compared to the consensus estimate of $246.05 million. As a group, analysts forecast that Nebius Group N.V. will post -1.1 EPS for the current fiscal year.

Institutional Trading of Nebius Group

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Several institutional investors have recently added to or reduced their stakes in the business. Orbis Allan Gray Ltd increased its holdings in shares of Nebius Group by 12.4% in the 2nd quarter. Orbis Allan Gray Ltd now owns 17,651,930 shares of the company's stock worth $976,681,000 after purchasing an additional 1,949,708 shares in the last quarter. Fred Alger Management LLC lifted its holdings in shares of Nebius Group by 33.4% during the third quarter. Fred Alger Management LLC now owns 10,132,279 shares of the company's stock valued at $1,137,551,000 after purchasing an additional 2,536,832 shares in the last quarter. Jericho Capital Asset Management L.P. boosted its position in shares of Nebius Group by 55.7% during the third quarter. Jericho Capital Asset Management L.P. now owns 4,607,497 shares of the company's stock valued at $517,284,000 after buying an additional 1,648,497 shares during the last quarter. Morgan Stanley increased its holdings in Nebius Group by 35.2% in the 4th quarter. Morgan Stanley now owns 3,704,659 shares of the company's stock worth $310,099,000 after buying an additional 964,984 shares in the last quarter. Finally, Clear Street Group Inc. raised its position in Nebius Group by 95.0% in the 4th quarter. Clear Street Group Inc. now owns 3,511,656 shares of the company's stock worth $293,943,000 after buying an additional 1,710,924 shares during the last quarter. 21.90% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Nebius Group

Here are the key news stories impacting Nebius Group this week:

Positive Sentiment: Wall Street sees large upside for select AI infrastructure names, naming Nebius as an overlooked AI infrastructure play with potential to “soar 70% or more.” This frames NBIS as a thematic AI beneficiary and can attract momentum/sector flows. 2 AI Stocks Wall Street Says Could Soar 70% or More
Positive Sentiment: Analyses and feature pieces highlight Nebius’ large AI pipeline (~$4B), capacity expansion and sizable deals (including Meta‑related work), supporting revenue visibility and upside to growth expectations. These fundamental notes support longer‑term bullish positioning. Nebius: The Compute Bottleneck Is Real
Positive Sentiment: Momentum and bullish writeups (247WallSt, Zacks features, Yahoo/Quiver summaries) spotlight strong YTD gains, capacity buildouts and “AI connectivity” thematic demand — helping drive technical buying and increased retail/institutional interest. Up 93% in 2026, Does Nebius Stock Have More Room to Run?
Neutral Sentiment: Wolfe Research initiated coverage with a “peer perform” rating — provides institutional validation but is not strongly directional. Wolfe Research coverage (Benzinga)
Neutral Sentiment: Sector pieces repeatedly cite NBIS as a way to play GPU shortages and AI infrastructure; useful for thematic flows but not a company‑specific catalyst. GPU Prices Are Surging—3 Ways to Play...
Negative Sentiment: Multiple recent insider sales: Director Elena Bunina executed several Rule 10b5‑1 sales (4/10, 4/13, 4/14) totaling sizable blocks, which can weigh on sentiment despite being pre‑planned. SEC Form 4
Negative Sentiment: CRO Marc Boroditsky sold 4,500 shares under a 10b5‑1 plan on 4/15 (~$160.10 average), reducing insider holdings — another immediate sentiment headwind. SEC Form 4
Negative Sentiment: Freedom Capital downgraded Nebius from “strong‑buy” to “hold,” which can temper investor enthusiasm and reduce near‑term momentum from some funds. Nebius Cut to Hold at Freedom Capital

Wall Street Analysts Forecast Growth

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NBIS has been the subject of a number of recent research reports. Bank of America assumed coverage on Nebius Group in a research note on Tuesday, March 24th. They set a "buy" rating and a $150.00 price objective for the company. Cantor Fitzgerald assumed coverage on Nebius Group in a research note on Thursday, April 9th. They issued an "overweight" rating and a $129.00 target price on the stock. Citigroup began coverage on Nebius Group in a report on Monday, March 16th. They set a "buy" rating and a $169.00 price target for the company. DA Davidson lifted their price target on Nebius Group from $150.00 to $200.00 and gave the stock a "buy" rating in a research report on Monday, March 16th. Finally, BWS Financial upped their price target on shares of Nebius Group from $130.00 to $200.00 and gave the stock a "buy" rating in a research note on Monday, March 16th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $154.75.

Check Out Our Latest Research Report on Nebius Group

About Nebius Group

(Get Free Report)

Nebius Group N.V., a technology company, builds intelligent products and services powered by machine learning and other technologies to help consumers and businesses navigate the online and offline world. The company's services include Nebius AI, an AI-centric cloud platform that offers infrastructure and computing capability for AI deployment and machine-learning oriented solutions; and Toloka AI that offers generative AI (GenAI) solutions at every stage of the GenAI lifecycle, such as data annotation and generation, model training and fine-tuning, and quality assessment of large language model for accuracy and reliability.