Nebius Group N.v.
NBISACTIVE ACQUIRERQUIETNebius Group N.v. reads as an Active Acquirer (composite 41/100); Consistent Strategic Buyer deploying $1B across 1 disclosed transactions, running flat vs the prior cycle · primary market Marketing & Data.
Lens
Disclosed M&A capital (2023–2025)
$1.2B
vs $1B in 2020–2022
Disclosed transactions
1
2/3 active fiscal years in window
Buyer archetype
Consistent Strategic Buyer
Meaningful spend appears across repeat years.
Composite score
41
Active Acquirer dominates · Quiet
Behavioral posture, nine reads.
Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.
Active Acquirer
DominantCompanies actively deploying disclosed capital into M&A
- $2.2B disclosed buyer spend
- Filed within 26d
Buyer Cadence
Buyer-side companies with recent filing activity
- Filed within 26d
Target Probability
Issuers showing target-side patterns from filings
- 5 activism filings
Spin/Carve
Issuers showing spin-off, carve-out, or sum-of-parts posture
- 5 activism filings
Pressure Watch
Issuers facing activism, governance, or control pressure
- 5 activism filings
- Latest activism 11y ago; heavily discounted
Distress Watch
Issuers showing financial-distress filing patterns
- Missing recent 10-Q
- 5 activism filings
Restatement Risk
Issuers with accounting-integrity flags from filings
Capital Velocity
Issuers with the highest filing-activity intensity
- Filed within 26d
Quiet Power
Large issuers with low signal volume and clean disclosure cadence
- Enterprise value $43.7B
- 2 active signals
Capital cadence.
Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.
Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $1,000M · Peak count: 3
| FY | Disclosed buys | Disclosed spend | Avg ticket | Audited tier |
|---|---|---|---|---|
| 2025 | N/A | N/A | N/A | N/A |
| 2024 | N/A | $703M | N/A | N/A |
| 2023 | 1 | $460M | $460M | N/A |
| 2022 | N/A | $1B | N/A | N/A |
| 2021 | N/A | N/A | N/A | N/A |
| 2020 | N/A | N/A | N/A | N/A |
Strategy posture.
The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.
Archetype mix
- Technology Acquisition20%
- Bolt On20%
- Geographic Expansion20%
- Talent Acquisition20%
- Horizontal Consolidation20%
Strategy keywords
Terms recurring across recent 10-K acquisition disclosures.
- technology_acquisition
- bolt_on
- talent_acquisition
- geographic_expansion
- horizontal_consolidation
Filing language.
Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.
“we have in the past and expect to continue to make investments in and/or acquire complementary companies, services, products, technologies, or talent”
“The Group expects to achieve significant synergies and cost reductions within its food and grocery delivery services.”
“developing our current businesses by adding capabilities and clients or by expanding into new markets and verticals”
“The transaction marked a strategic decision to exit from media businesses (other than entertainment streaming).”
“Any changes in the markets in which we operate, including consolidations, liquidations, changes to incumbents or the emergence of new entrants, the composition of our customer base or changes in the competitive environment could have a material adverse effect on our revenue, cash flow, financial condition and results of operations.”
Market context.
Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.
Primary market
Marketing & Data
- Market spend (2023–2025)
- $51.4B
- Market spend (2020–2022)
- $63.5B
- Recent vs prior
- −19%
- Issuer rank in market
- N/A
- Share of market capital
- 0.0%
Valuation positioning
Trading comparables unavailable for this wedge.
Target landscape.
Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.
No qualifying public-issuer targets surfaced from the current signal mix.
Stated target categories
No target categories enumerated in the audited corpus for this issuer.
Filing activity & signal stream.
Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.
Filing cadence
- 10-K (annual)202026-04-30
- 10-Q (quarterly)0N/A
- 8-K (event)0N/A
- Proxy / DEF 14A0N/A
- Activism (13D / DFAN / PREC)52015-05-22
Signals on file
- elevated
Activism on file
2015-05-225 activist filings on file (13D, DFAN14A, PREC14A series).
- info
Signal
Serial acquisition history
- info
Signal
10-K strategy themes
Audited corpus.
No audited record on file for this CIK in the current v6 corpus.
This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.