NBIS

Key Takeaways

Nebius Group is an AI cloud and GPU infrastructure company, and the market is pricing it as one of the fastest-growing businesses in the world. At $287.14 (June 27, 2026) the price works out to roughly 984x company-wide mid-cycle operating income, a level that requires operating-profit growth beyond 25% per year sustained for decades, which is not resolvable as an ordinary profit bet. The fundamentals behind that price are genuinely extraordinary: the most recent quarter showed revenue up nearl

Institutional ownership

711 institutional managers reported holding NBIS in 13F filings for the quarter ended 2026-03-31. Together they hold about 48% of the company; the top 10 hold 23%. 171 opened new positions that quarter. Held by BlackRock, UBS, Morgan Stanley, among others. On the short side, 50.9M shares were sold short as of the 2026-06-15 count, about 21% of shares outstanding (3.1 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

NBIS has cut its share count 33.1% over the past five years, spending $103.80M on repurchases. It pays no dividend. Cash returned over the past three years: $10.00M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

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