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Latest quote·Oct 16
Net selling: insiders sold $155.9M and bought $50K on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsNet selling: insiders sold $155.9M and bought $50K of NBIS stock on the open market in the 90 days to Oct 17, 2026, according to SEC Form 4 filings. $136.8M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Nave, Ophir (COO), who sold $117.8M. The latest filing was on Oct 16, 2026.
None. No member of Congress disclosed a NBIS trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
This summary uses filings available on Oct 17, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
8 funds hold a position, insiders have been net selling, and 15 fin-fluencers are discussing it.
Buys/Adds (3)
Situational Awareness
$1.2B
bought
Lone Pine
$1.2B
bought
Bank of America
$1.5B
added
Buys (1)
Grimme Arne
$50K
bought
Sells (2)
Boroditsky Marc
$1.5M
sold
Nave Ophir
$117.8M
sold
Trader CBFLong
$1.6M
position
Trader E15Short
$76K
position
Trader 56ALong
$32K
position
Trader 867Short
$28K
position
Trader DD1Long
$25K
position
Last report
Aug 12, 2026
Period ending
Jun 30, 2026
Adjusted EPS
-$0.70 expected
Revenue
No reported revenue on record
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Aug 12, 2026 | -$0.12 / -$0.70Yahoo Finance | +83.04% beat | Unavailable | Unavailable |
| Mar 31, 2026 | May 13, 2026 | -$0.39 / -$0.78Yahoo Finance | +50.01% beat | Unavailable | Unavailable |
| Dec 31, 2025 | Feb 12, 2026 | -$0.68 / -$0.54Yahoo Finance | -27.40% miss | Unavailable | Unavailable |
| Sep 30, 2025 | Nov 11, 2025 | -$0.40 / -$0.52Yahoo Finance | +23.33% beat | Unavailable | Unavailable |
| Jun 30, 2025 | Aug 7, 2025 | -$0.38 / -$0.42Alpha Vantage | +9.52% beat | Unavailable | Unavailable |
| Mar 31, 2025 | May 20, 2025 | -$0.39 / -$0.44Alpha Vantage | +11.36% beat | Unavailable | Unavailable |
| Dec 31, 2024 | Feb 20, 2025 | -$0.37 / -$0.39Alpha Vantage | +5.13% beat | Unavailable | Unavailable |
| Sep 30, 2024 | Oct 31, 2024 | Unavailable | - | Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
Estimates as of Oct 16, 2026
EPS expected
-$2.67 to -$0.56
Revenue expected
16 analysts
Last 30 days
Split both ways
Estimate drift
Change in 30 days
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $146.1M | $227.7M | $399.0M | $582.3M |
| Cost of what it sold | $42.9M | $68.5M | $315.8M | $133.6M |
| Gross profit | $103.2M | $159.2M | $83.2M | $448.7M |
| What it spent | ||||
| Research and development | $44.9M | $53.1M | $67.4M | $191.0M |
| Sales and admin | $89.5M | $161.5M | $143.8M | $173.9M |
| Other operating costs | $99.0M | $179.1M | — | $259.7M |
| Total operating expenses | $233.4M | $393.7M | $211.2M | $624.6M |
| What was left | ||||
| Operating profit | -$130.2M | -$234.5M | -$128.0M | -$175.9M |
| Interest on debt | $14.7M | $38.3M | $63.7M | $95.0M |
| Profit before tax | -$119.9M | -$247.0M | $615.4M | -$176.7M |
| Tax | -$300.0K | $2.6M | -$5.8M | $13.7M |
| Net profit | -$119.6M | -$249.6M | $621.2M | -$190.4M |
| EBITDA | -$20.9M | -$53.8M | $920.9M | $83.8M |
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
Coverage leans bearish
Neoclouds: Financing Risk Looms As Trillion-Dollar AI Buildout Tests Credit Market's Capacity
NeutralOct 15Nebius Stock Rallies With AI Infrastructure Peers Even As COO Cuts Stake: Retail Mood Improves
NeutralOct 7A COO sells approximately 17% of his granted equity in Nebius Group (NBIS) under a trading plan.
BearishOct 6An automatic sale for estimated taxes: Nebius Group (NBIS) CEO sold 37,778 shares, not at his discretion.
NeutralOct 6An automatic sale of 29,090 shares at Nebius Group (NBIS) covers taxes, not a discretionary trade.
NeutralOct 6