InsidersTradesSigma
Follow the Nebius Group N.V. stock price and the full directors' dealings record of the company, a listed equity based in United States. Shares trade on the US market, under the authority of SEC (Form 4). Operating in the Technology sector, Nebius Group N.V. has published 76 public disclosures. Market capitalisation: €56.1bn. The latest transaction was disclosed on 3 September 2026 (Attribution). Among the most active insiders: Boynton John Wilson IV. Every trade is openly available.
76
Insider Decl.
n/a
Thresholds
n/a
n/a
Buy Volume
€53m
65 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Nebius Group N.V. Strong Buy (bullish), based on 16 analysts. Average price target: US$286.69.
30Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 20,374 of 29,064 companies
38.3
score / 100
Value26
Quality50
FCF yld-6.6%
Earn yld0.1%
EV/EBITDA·
ROE0.6%
Gross mgn69%
Net mgn16%
Debt/EBITDA9.1x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 3 September 2026
Declarations76 total
1,352 shares0Class A SharesSEC:0001513845-26-000096:0
1,352 shares0Class A SharesSEC:0001513845-26-000102:0
450 shares@ US$202.000.0002% mcap9.8% of flowCLASS A ORDINARY SHARESSEC144:0001973379-26-000316
100 shares@ US$258.550.0000% mcap0.6% of flowClass A SharesSEC:0001513845-26-000090:0
200 shares@ US$263.510.0001% mcap1.2% of flowClass A SharesSEC:0001513845-26-000090:1
400 shares@ US$264.750.0001% mcap2.5% of flowClass A SharesSEC:0001513845-26-000090:2
496 shares@ US$266.780.0002% mcap3.1% of flowClass A SharesSEC:0001513845-26-000090:3
404 shares@ US$267.870.0001% mcap2.5% of flowClass A SharesSEC:0001513845-26-000090:4
600 shares@ US$270.440.0002% mcap3.8% of flowClass A SharesSEC:0001513845-26-000090:5
700 shares@ US$271.750.0003% mcap4.4% of flowClass A SharesSEC:0001513845-26-000090:6
1,000 shares@ US$272.760.0004% mcap6.4% of flowClass A SharesSEC:0001513845-26-000090:7
500 shares@ US$273.780.0002% mcap3.2% of flowClass A SharesSEC:0001513845-26-000090:8
300 shares@ US$275.800.0001% mcap1.9% of flowClass A SharesSEC:0001513845-26-000090:9
400 shares@ US$277.020.0001% mcap2.6% of flowClass A SharesSEC:0001513845-26-000090:10
196 shares@ US$277.860.0001% mcap1.3% of flowClass A SharesSEC:0001513845-26-000090:11
13,315 shares@ US$263.320.0047% mcap13.5% of flowClass A SharesSEC:0001513845-26-000092:0
9,283 shares@ US$264.780.0033% mcap9.4% of flowClass A SharesSEC:0001513845-26-000092:1
10,113 shares@ US$265.450.0036% mcap10.3% of flowClass A SharesSEC:0001513845-26-000092:2
9,622 shares@ US$266.670.0034% mcap9.9% of flowClass A SharesSEC:0001513845-26-000092:3
5,000 shares@ US$268.610.0018% mcap5.2% of flowClass A SharesSEC:0001513845-26-000092:4
2,667 shares@ US$269.640.0010% mcap2.8% of flowClass A SharesSEC:0001513845-26-000092:5
5,296 shares@ US$255.040.0019% mcap100.0% of flowCommonSEC144:0001950047-26-008147
50,000 shares@ US$255.040.018% mcap100.0% of flowCLASS A ORDINARY SHARESSEC144:0001973379-26-000293
200 shares@ US$248.730.0001% mcap1.7% of flowClass A SharesSEC:0001513845-26-000088:1
200 shares@ US$253.580.0001% mcap1.8% of flowClass A SharesSEC:0001513845-26-000088:4
25 of 76 declarations
关于 Nebius Group N.V.
Nebius Group N.V. 是一家在美国纳斯达克交易所上市的科技公司，定位于人工智能基础设施堆栈的中心。集团总部位于阿姆斯特丹，致力于构建一个专为计算密集型人工智能工作负载设计的云原生平台，其产品主要围绕大规模 GPU 集群、专业云服务以及为开发人员和企业构建人工智能应用、代理和服务的工具和服务。对于投资者而言，Nebius 应被视为人工智能基础设施提供商，而非广泛的通用云供应商：其竞争优势来自于 GPU 容量、人工智能优化架构以及在仍在快速扩张的市场中快速执行的结合。([nebius.com](https://nebius.com/newsroom/nebius-group-n-v-announces-fourth-quarter-and-full-year-2024-financial-results?utm_source=openai)) 该公司近期历史与战略转型和围绕人工智能的重新聚焦紧密相关，此前曾以不同的公司身份运营。Nebius 强调深厚的内部技术专长和国际运营足迹，在欧洲、北美和以色列设有研发中心。这种地域分布支持了从初创公司到企业等全球客户群，同时使开发模式与运行高要求人工智能工作负载的客户需求紧密结合。该公司还表示，其平台旨在服务全球人工智能产品、代理和服务的兴起。([nebius.com](https://nebius.com/newsroom/nebius-group-announces-date-of-first-quarter-2026-results-and-conference-call?utm_source=openai)) 根据其财务披露，Nebius 的运营围绕三个主要板块：核心人工智能基础设施业务 Nebius；与人工智能开发相关的 Toloka；以及其他相邻活动。Nebius 是集团的商业引擎，得益于收入和 ARR 的快速增长，部分原因是客户迁移到其新的人工智能云平台。集团还在数据中心、服务器和 GPU 容量方面进行了大量投资，这突显了一种资本密集型但如果利用率持续提高则可能具有高度可扩展性的模式。([group.nebius.com](https://group.nebius.com/newsroom/nebius-group-n-v-announces-fourth-quarter-and-full-year-2024-financial-results?utm_source=openai)) 近期里程碑突显了发展势头和执行风险。Nebius 公布了强劲的 2024 年业绩，实现了可观的营收增长，同时仍处于投资阶段。2024 年末，该公司通过战略融资轮额外筹集了 700 million 美元，以加速其全栈人工智能基础设施的推出，并获得了知名机构投资者的参与。2026 年，该公司通过在推理和模型优化方面的有针对性收购，继续扩大其技术足迹，巩固其在人工智能价值链中的更深层定位。对于投资者而言，股权案例结合了高增长选择权、对人工智能计算需求的直接敞口以及重要的资金和执行要求。([nebius.com](https://nebius.com/newsroom/nebius-announces-oversubscribed-strategic-equity-financing-of-usd-700-million-to-accelerate-roll-out-of-full-stack-ai-infrastructure?utm_source=openai))
