NBIS
INSIDER SELLCONGRESS BUYNebius Group N.V.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NeutralNebius delivered exceptional Q2 2026 revenue growth of 454% YoY ($582.3M, beating consensus), signed a major $27B Meta deal, and raised 2026 CapEx guidance to $20-25B citing full capacity sell-out. However, a $5B convertible notes offering triggered a 21.1% share price drop, sector-wide credit-default-swap concerns about AI infrastructure financing sustainability have emerged, and a bearish analyst initiated coverage with a $95 target citing risks to pricing power as GPU capacity constraints ease.
Red flags
- •21.1% share price drop following $5B convertible notes offering signals investor concerns over debt dilution despite strong fundamentals
- •Credit-default-swap costs on AI infrastructure borrowers surging, raising questions about financing sustainability of capex boom
- •Bearish analyst view: rapid revenue growth at risk as GPU capacity constraints ease, which could erode pricing power and compress long-term margins
- •Stock has rallied 221% YTD with valuation concerns; analyst consensus now 'Hold' suggesting limited upside from current levels
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Ryan Charles E | — | SELL | 13K | $263.32 | $3.51M | 2026-08-14 | ↗ |
| Ryan Charles E | — | SELL | 9K | $264.78 | $2.46M | 2026-08-14 | ↗ |
| Ryan Charles E | — | SELL | 10K | $265.45 | $2.68M | 2026-08-14 | ↗ |
| Ryan Charles E | — | SELL | 10K | $266.67 | $2.57M | 2026-08-14 | ↗ |
| Ryan Charles E | — | SELL | 5K | $268.61 | $1.34M | 2026-08-14 | ↗ |
| Ryan Charles E | — | SELL | 3K | $269.64 | $0.72M | 2026-08-14 | ↗ |
| Boynton John Wilson IV | — | SELL | 100 | $258.55 | $0.03M | 2026-08-14 | ↗ |
| Boynton John Wilson IV | — | SELL | 200 | $263.51 | $0.05M | 2026-08-14 | ↗ |
| Boynton John Wilson IV | — | SELL | 400 | $264.75 | $0.11M | 2026-08-14 | ↗ |
| Boynton John Wilson IV | — | SELL | 496 | $266.78 | $0.13M | 2026-08-14 | ↗ |
| Boynton John Wilson IV | — | SELL | 404 | $267.87 | $0.11M | 2026-08-14 | ↗ |
| Boynton John Wilson IV | — | SELL | 600 | $270.44 | $0.16M | 2026-08-14 | ↗ |
| Boynton John Wilson IV | — | SELL | 700 | $271.75 | $0.19M | 2026-08-14 | ↗ |
| Boynton John Wilson IV | — | SELL | 1K | $272.76 | $0.27M | 2026-08-14 | ↗ |
| Boynton John Wilson IV | — | SELL | 500 | $273.78 | $0.14M | 2026-08-14 | ↗ |
| Boynton John Wilson IV | — | SELL | 300 | $275.80 | $0.08M | 2026-08-14 | ↗ |
| Boynton John Wilson IV | — | SELL | 400 | $277.02 | $0.11M | 2026-08-14 | ↗ |
| Boynton John Wilson IV | — | SELL | 196 | $277.86 | $0.05M | 2026-08-14 | ↗ |
| Boynton John Wilson IV | — | SELL | 700 | $194.07 | $0.14M | 2026-07-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 200 | $187.79 | $0.04M | 2026-07-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 200 | $189.24 | $0.04M | 2026-07-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 400 | $192.33 | $0.08M | 2026-07-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 1K | $196.10 | $0.24M | 2026-07-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 2K | $197.30 | $0.30M | 2026-07-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 500 | $198.25 | $0.10M | 2026-07-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 1K | $198.87 | $0.21M | 2026-07-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 300 | $200.04 | $0.06M | 2026-07-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 300 | $201.24 | $0.06M | 2026-07-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 600 | $202.29 | $0.12M | 2026-07-15 | ↗ |
| Volozh Arkadiy | CEO | SELL | 47K | $235.45 | $10.98M | 2026-07-01 | ↗ |
| Shtan Danila | Chief Technology Officer | SELL | 17K | $235.45 | $3.99M | 2026-07-01 | ↗ |
| Korolenko Andrey | Chief Infrastructure Officer | SELL | 34K | $235.45 | $7.97M | 2026-07-01 | ↗ |
| Boynton John Wilson IV | — | SELL | 200 | $248.73 | $0.05M | 2026-06-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 3K | $250.08 | $0.80M | 2026-06-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 200 | $251.89 | $0.05M | 2026-06-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 200 | $253.58 | $0.05M | 2026-06-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 200 | $255.03 | $0.05M | 2026-06-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 100 | $257.54 | $0.03M | 2026-06-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 606 | $259.45 | $0.16M | 2026-06-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 900 | $260.76 | $0.23M | 2026-06-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 100 | $262.09 | $0.03M | 2026-06-15 | ↗ |
| Boynton John Wilson IV | — | SELL | 100 | $246.17 | $0.02M | 2026-06-15 | ↗ |
Fund 13D/13G Filings (1)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Situational Awareness LP | SC 13G | NEW | 5.6% | +4.2% vs SPY +6.5% abs | 2026-05-27 | ↗ |
Congressional Trading
| Member | Chamber | State | Type | Amount Range | Transaction Date | Filed | Src |
|---|---|---|---|---|---|---|---|
| Alan Armstrong | senate | — | BUY | $1,001 - $15,000 | 2026-03-30 | 2026-07-21 | ↗ |
Periodic Transaction Reports filed under the STOCK Act. Amounts are disclosed as ranges, not exact dollar figures.