Added to YB: 2025-06-05
Pitch date: 2025-06-03
NBIS [neutral]
Nebius Group N.V.
+196.67%
current return
Author Info
No bio for this author
Company Info
Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.
Market Cap
$23.1B
Pitch Price
$37.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
-112.16
P/E
795.61
EV/Sales
45.83
Sector
Software
Category
growth
NBIS's latest $1 billion convertible bond announcement
NBIS (update): $1B convertible bond (2.00% 2029, 3.00% 2031) at $51.45 conversion premium to fund AI infrastructure. Low 6-8x 2026E EV/Revenue vs peers' 10-20x. Minimal $5M annual interest cost. Risk: if revenue misses, bonds become debt burden. Management confident, avoiding dilution, maintaining capital discipline.
Read full article (2 min)