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Nebius Group N.V. General Counsel Tal Boaz reported open-market sales of company stock. On May 20, 2026, Boaz sold a total of 5,100 Class A Shares of Nebius Group at prices between approximately $199 and $200 per share. The filing notes these sales were executed under a pre-arranged Rule 10b5-1 trading plan, indicating they were scheduled in advance rather than timed discretionarily, and Boaz continues to hold a direct equity stake in the company after the transactions.
Nebius Group N.V. delivered explosive growth in early 2026 as it scales its AI cloud platform. Total revenue jumped from $50.9 million to $399.0 million year over year, driven mainly by Nebius AI cloud revenue rising from $41.4 million to $389.7 million.
Despite a similar operating loss of $128.0 million, Nebius reported net income from continuing operations of $621.2 million, largely due to a $780.6 million gain from revaluing its ClickHouse stake. Group Adjusted EBITDA swung from a $53.7 million loss to a $129.5 million profit.
Cash flow and balance sheet scale changed sharply: operating cash flow reached $2,258.0 million, while capital expenditures grew to $2,472.9 million as the company invested heavily in GPUs and data centers. Cash and cash equivalents increased to $9,298.2 million and total assets to $22,303.3 million.
The quarter also featured major strategic deals and financings. Nebius sold $2.0 billion of pre-funded warrants to NVIDIA and issued about $4.34 billion of convertible senior notes. A new infrastructure agreement with Meta includes $12 billion of 5‑year GPU capacity orders plus an additional Meta order with potential value of up to $15 billion. Remaining performance obligations reached $33,585.3 million, underscoring multi‑year demand but also long-term service commitments for its rapidly expanding AI cloud infrastructure.
Nebius Group N.V. Chief Revenue Officer Marc Boroditsky reported an open-market sale of 4,500 Class A Shares at $217.55 per share. The transaction was executed on May 15, 2026 and was made pursuant to a pre-arranged Rule 10b5-1 trading plan adopted on September 15, 2025. After this sale, Boroditsky directly holds 37,662 Class A Shares.
Nebius Group N.V. Chief Infrastructure Officer Andrey Korolenko reported combined option exercises and share sales in Class A Shares. He exercised stock options covering 500,000 Class A Shares at a $100.0000 exercise price and, on the same date, sold 500,000 Class A Shares in an open-market transaction at an average price of $203.2400 per share. Following these transactions, he directly holds 585,209 Class A Shares. The filing notes that the sales were made under a Rule 10b5-1 trading plan adopted on December 2, 2025, and that the options vested in quarterly installments beginning on March 31, 2025.
Nebius Group N.V. Chief Infrastructure Officer Andrey Korolenko reported an exercise-and-sale transaction in Class A Shares. He exercised stock options to acquire 500,000 Class A Shares at an exercise price of $100.0000 per share, then sold 500,000 Class A Shares in an open-market transaction at an average price of $203.2400 per share.
After these transactions, he directly holds 585,209 Class A Shares. The filing notes that the sales were made under a pre-arranged Rule 10b5-1 trading plan, indicating the sale timing was set in advance rather than decided on the trade date.
Nebius Group N.V. director Elena Bunina reported selling 10,894 Class A Shares of NBIS. On May 13, 2026, she executed two open-market sales: 5,894 shares at $210.00 per share and 5,000 shares at $203.18 per share. The filing states these sales were made under a pre-arranged Rule 10b5-1 trading plan adopted on November 24, 2025, indicating they were scheduled in advance rather than timed discretionarily. No derivative transactions were reported in this filing.
Nebius Group NV submitted a Form 144 reporting proposed dispositions of Class A ordinary shares by a selling person and listing multiple recent sales. The notice lists restricted stock awards and a series of secondary sales by Elena Bunina with dates, share counts, and gross proceeds.
The filing shows individual transactions dated between 02/23/2026 and 05/06/2026, with per‑trade share quantities and dollar amounts reported for each sale.
Nebius Group N.V. reported very strong growth for the first quarter of 2026, with revenues rising to $399.0 million from $50.9 million a year earlier, driven by its AI cloud business. Net income from continuing operations swung from a loss of $104.3 million to a profit of $621.2 million, helped by a $780.6 million gain from revaluation of equity investments.
On a non-GAAP basis, Adjusted EBITDA improved from a loss of $53.7 million to positive $129.5 million, while Adjusted net loss widened to $100.3 million, reflecting heavy investment. Nebius also secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, issued $4.34 billion in convertible notes, raised $2.0 billion via prefunded warrants, and increased cash and cash equivalents to $9.30 billion as of March 31, 2026.
Nebius Group N.V. director Elena Bunina reported selling a total of 10,819 Class A Shares of NBIS in open-market transactions on May 6, 2026. The sales consisted of 5,263 shares at $190.00 per share and 5,556 shares at $180.00 per share. According to a footnote, these transactions were made under a pre-arranged Rule 10b5-1 trading plan adopted by the reporting person on November 24, 2025, indicating the sales were scheduled in advance rather than timed discretionarily.
NBIS reported proposed dispositions of Class A ordinary shares by Elena Bunina via Form 144. The filing lists multiple sales dated 02/23/2026 through 05/06/2026, with individual lot sizes and transaction proceeds displayed (for example, 35,044 shares for $3,466,842.50 on 02/23/2026). The securities are described as restricted stock awards and the broker listed is Citigroup Global Markets.