NBIS Nebius Group N.V. - Class A Ordinary Shares
关于 Nebius Group N.V. - Class A Ordinary Shares 公司概况（来自维基百科）
Nebius Group N.V., headquartered in Amsterdam, is a technology company that provides artificial intelligence infrastructure. The company also owns Avride and TripleTen, as well as stakes in Toloka and Clickhouse. It is headquartered in Amsterdam with offices in Israel and the United States.
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Nebius Group N.V., headquartered in Amsterdam, is a technology company that provides artificial intelligence infrastructure. The company also owns Avride and TripleTen, as well as stakes in Toloka and Clickhouse. It is headquartered in Amsterdam with offices in Israel and the United States.
History
The predecessor to Nebius Group was Yandex N.V., the Dutch parent company of Russian technology company Yandex, which began as a search engine in 1997. Yandex N.V. was registered as the Dutch parent company in 2007. In May 2011, Yandex raised $1.3 billion in an IPO on the NASDAQ. In February 2022, the company's securities were suspended from trading on the NASDAQ due to international sanctions during the Russian invasion of Ukraine. In July 2024, Yandex N.V. sold all of its Russian assets to a consortium of Russian investors, retaining several businesses that operated outside of Russia. This restructuring led to the creation of Nebius Group, focusing on infrastructure for artificial intelligence, with approximately over 1,000 former Yandex employees. Yandex N.V. changed its name to Nebius Group N.V., with Arkady Volozh as CEO. In October 2024, Nebius resumed trading on the NASDAQ.
In February 2026, Nebius announced the acquisition of the agentic search company Tavily for around $400 million. The same month, the company announced plans to build an AI factory in Birmingham, Alabama. The factory was intended to expand the area's technology and AI industry.
On 11 March 2026, Nvidia announced that it will invest $2 billion in Nebius.
Operations
Nebius operates servers and data centers and provides cloud infrastructure for AI developers. In December 2024, Nebius raised $700 million through private investors, including Nvidia (which acquired 0.5% of Nebius) and Accel Partners.
Nebius owns a data center in Mäntsälä, Finland, a GPU cluster at an Equinix data center in Paris, a GPU cluster at a data center in Kansas City, Missouri, under construction, and a 300MW data center in Vineland, New Jersey, under construction.
Nebius also owns Avride and TripleTen, and has stakes in Toloka and Clickhouse.
来源：维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
NBIS 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
NBIS 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图
10年表现 收入、净利润、利润率和每股收益趋势
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？
盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)
财务健康 债务、流动性、偿付能力 — 资产负债表强度
成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
资本效率 资产周转率、库存周转率、应收账款周转率
NBIS 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
- 强烈买入 7 29.2%
- 买入 11 45.8%
- 持有 6 25.0%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
16 位分析师 · 2026-08-14收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2026年6月30日 | $-0.12 | $-0.69 | 0.57% |
| 2026年3月31日 | $-0.32 | $-0.78 | 0.46% |
| 2025年12月31日 | $-0.70 | $-1.16 | 0.46% |
| 2025年9月30日 | $-0.40 | $-0.54 | 0.14% |
| 2025年6月30日 | $-0.38 | $-0.48 | 0.10% |
| 2024年12月31日 | $-0.37 | $-0.40 | 0.03% |
最新新闻 提及该公司的近期头条新闻
- AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro
- Nvidia Delivers Fantastic News for Nebius Stock Investors!
- Nvidia Just Revealed It Owns 9.3% of Nebius. The Stock Jumped Nearly 19% on Tuesday -- Here's What Nvidia Is Actually Buying.
- 这家炙手可热的人工智能基础设施股票刚刚做出了一项颠覆性举动。如何在此处交易 NBIS。
- Increasing Demand for AI Computing Power Fuels Nebius Group (NBIS) Performance in Q2
- Why Nebius Rocketed 230% in the First Half of 2026
- 美银上调Nebius目标价，看好数据中心扩张与AI基础设施需求
- Nebius Group Stock Is Soaring. Here's Why.
- Nebius Just Grew Its Revenue 684%. There's More Growth Ahead, and the Stock Is a Genius Buy.
- Nebius Group (NBIS) Up More Than 40% Over the Past Month, Here’s Why
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机构持有人 (13F) 1171 家申报者 · $50.0B 总计 · 截至 2026年6月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 426 (+216 与上一季度对比) | 56 (-15 与上一季度对比) | 295 (+13 与上一季度对比) | 307 (+104 与上一季度对比) | +58.2M |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。
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| BARCLAYS PLC | $154191787 | 558322 | 0.31% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $149910599 | 542820 | 0.30% | 股份 |
| FMR LLC | $149356879 | 540815 | 0.30% | 股份 |
| Sumitomo Mitsui Trust Group, Inc. | $142540727 | 516134 | 0.29% | 股份 |
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| WHITEBOX ADVISORS LLC | $138085000 | 500000 | 0.28% | 卖出期权 |
| WOLVERINE TRADING, LLC | $138050550 | 1252500 | 0.28% | 买入期权 |
| Kora Management LP | $128865341 | 466616 | 0.26% | 股份 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $124115217 | 449416 | 0.25% | 股份 |
| 1832 Asset Management L.P. | $113478253 | 410900 | 0.23% | 股份 |
| Ghisallo Capital Management LLC | $110468000 | 400000 | 0.22% | 股份 |
| WELLS FARGO & COMPANY/MN | $109777575 | 397500 | 0.22% | 卖出期权 |
| HBK INVESTMENTS L P | $109694724 | 397200 | 0.22% | 卖出期权 |
| RAYMOND JAMES FINANCIAL INC | $99161048 | 359058 | 0.20% | 股份 |
| Cubist Systematic Strategies, LLC | $98528152 | 877600 | 0.20% | 卖出期权 |
| Analog Century Management LP | $98366507 | 356181 | 0.20% | 股份 |
| WCM INVESTMENT MANAGEMENT, LLC | $93102848 | 356511 | 0.19% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $89258144 | 323200 | 0.18% | 买入期权 |
| National Pension Service | $86248720 | 312303 | 0.17% | 股份 |
| SOROS FUND MANAGEMENT LLC | $85612700 | 310000 | 0.17% | 股份 |
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| Mirae Asset Global Investments Co., Ltd. | $68670223 | 248652 | 0.14% | 股份 |
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| Point72 Asset Management, L.P. | $66170332 | 239600 | 0.13% | 卖出期权 |
| AVIVA PLC | $64271939 | 374334 | 0.13% | 股份 |
| INVESTMENT HOUSE LLC | $57898488 | 209648 | 0.12% | 股份 |
| BANK OF MONTREAL /CAN/ | $57517650 | 208269 | 0.12% | 股份 |
| Lingotto Investment Management LLP | $56797398 | 205661 | 0.11% | 股份 |
| ProShare Advisors LLC | $56585024 | 204892 | 0.11% | 股份 |
| Essex LLC | $55322927 | 200322 | 0.11% | 股份 |
| Hound Partners, LLC | $55234000 | 200000 | 0.11% | 股份 |
| ROYAL LONDON ASSET MANAGEMENT LTD | $53911145 | 195210 | 0.11% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $53549639 | 193901 | 0.11% | 股份 |
| IMC-Chicago, LLC | $52404086 | 189753 | 0.10% | 股份 |
| Point72 Asset Management, L.P. | $49710600 | 180000 | 0.10% | 股份 |
| MORGAN STANLEY | $48964888 | 177299 | 0.10% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $48911364 | 177106 | 0.10% | 股份 |
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| SOMA EQUITY PARTNERS LP | $44928716 | 162685 | 0.09% | 股份 |
| STOREBRAND ASSET MANAGEMENT AS | $44879006 | 162505 | 0.09% | 股份 |
公司内部人士 8 位内幕人士 · 6 位高管 · 3 位董事
| 内部人士 | 角色 | 上次活动 | 持股数量 | 买入 12个月 | 卖出 12个月 | 净额 12个月 |
|---|---|---|---|---|---|---|
| Arkadiy Volozh | CEO | 2026年7月1日 S | 821662 | 0 | 1 | $-10978327 |
| Sanchez Maria Del Dado Alonso | CFO | 2026年6月2日 S | 12672 | 0 | 1 | $-416786 |
| Yael Almog | General Counsel | 2026年7月22日 A | 7793 | 0 | 0 | $0 |
| Andrey Korolenko | Chief Infrastructure Officer | 2026年7月1日 S | 551338 | 0 | 1 | $-7974927 |
| Danila Shtan | Chief Technology Officer | 2026年7月1日 S | 274763 | 0 | 2 | $-7734265 |
| Marc Boroditsky | Chief Revenue Officer | 2026年6月2日 S | 26886 | 0 | 1 | $-2976333 |
| John Wilson Boynton IV | 董事 | 2026年8月14日 S | 415844 | 0 | 43 | $-5750077 |
| Charles E Ryan | 董事 | 2026年8月14日 S | 272533 | 0 | 6 | $-13276634 |
来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖
激进投资者及 5%+ 股东 1 持仓
提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权，意图影响发行人（激进股东持股、董事会活动、并购）。每一行显示该申报人持仓的最新已知状态。
| 申报人 | 已申报 | 持股 | 状态 | 目的 | 申报 |
|---|---|---|---|---|---|
| BC&B Coöperatief U.A. ×5 申报 | 2015年5月22日 | — | 初始申报 | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF持仓 由 34 只交易所交易基金持有
权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
| 基金 | 权重 | 单位 | 截至 | 来源 |
|---|---|---|---|---|
| EWN · iShares, Inc. | 3.89% | 146551 SH | 2026年8月8日 | 每日 |
| THNQ · EXCHANGE TRADED CONCEPTS TRUST | 2.93% | 68346 NS | 2026年4月30日 | N-PORT |
| DRIV · Global X Funds | 2.09% | 43083 NS | 2026年5月31日 | N-PORT |
| DTEC · ALPS ETF Trust | 1.91% | 6162 NS | 2026年5月31日 | N-PORT |
| AIFD · TCW ETF Trust | 1.15% | 8937 NS | 2026年4月30日 | N-PORT |
| CHPX · Global X Funds | 0.92% | 10203 NS | 2026年5月31日 | N-PORT |
| QNXT · iShares Trust | 0.78% | 1153 SH | 2026年8月8日 | 每日 |
| EZU · iShares, Inc. | 0.48% | 250812 SH | 2026年8月8日 | 每日 |
| IGPT · Invesco Exchange-Traded Fund Trust | 0.37% | 23049 SH | 2026年8月8日 | 每日 |
| DMXF · iShares Trust | 0.35% | 17428 SH | 2026年8月8日 | 每日 |
| KNCT · Invesco Exchange-Traded Fund Trust | 0.24% | 2066 SH | 2026年8月8日 | 每日 |
| IEUR · iShares Trust | 0.24% | 113284 SH | 2026年8月8日 | 每日 |
| EFV · iShares Trust | 0.22% | 353223 SH | 2026年8月8日 | 每日 |
| QQQ · Invesco QQQ Trust, Series 1 | 0.18% | 4674802 SH | 2026年8月8日 | 每日 |
| QQQM · Invesco Exchange-Traded Fund Trus... | 0.18% | 991147 SH | 2026年8月8日 | 每日 |
| EFA · iShares Trust | 0.17% | 713721 SH | 2026年8月8日 | 每日 |
| ESGD · iShares Trust | 0.17% | 106573 SH | 2026年8月8日 | 每日 |
| IEFA · iShares Trust | 0.15% | 1496899 SH | 2026年8月8日 | 每日 |
| ESIM · Strategy Shares | 0.14% | 168 NS | 2026年4月30日 | N-PORT |
| IDEV · iShares Trust | 0.13% | 221960 SH | 2026年8月8日 | 每日 |
| PABD · iShares Trust | 0.13% | 2306 SH | 2026年8月8日 | 每日 |
| TIER · T. Rowe Price Exchange-Traded Fun... | 0.12% | 247 NS | 2026年4月30日 | N-PORT |
| EFG · iShares Trust | 0.12% | 110257 SH | 2026年8月8日 | 每日 |
| AVIV · AMERICAN CENTURY ETF TRUST | 0.11% | 8684 NS | 2026年5月31日 | N-PORT |
| ACWX · iShares Trust | 0.10% | 63443 SH | 2026年8月8日 | 每日 |
| IXUS · iShares Trust | 0.09% | 280637 SH | 2026年8月8日 | 每日 |
| CRBN · iShares Trust | 0.05% | 3157 SH | 2026年8月8日 | 每日 |
| VT · VANGUARD INTERNATIONAL EQUITY IND... | 0.05% | 177106 SH | 2026年8月8日 | 每日 |
| TOK · iShares Trust | 0.04% | 577 SH | 2026年8月8日 | 每日 |
| URTH · iShares, Inc. | 0.04% | 18194 SH | 2026年8月8日 | 每日 |
| ACWI · iShares Trust | 0.04% | 63841 SH | 2026年8月8日 | 每日 |
| AVDE · AMERICAN CENTURY ETF TRUST | 0.03% | 18463 NS | 2026年5月31日 | N-PORT |
| LRGF · iShares Trust | 0.02% | 3742 SH | 2026年8月8日 | 每日 |
| GLOF · iShares Trust | 0.01% | 136 SH | 2026年8月8日 | 每日 |