Added to YB: 2025-06-23
Pitch date: 2025-06-19
NBIS [neutral]
Nebius Group N.V.
+121.15%
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
$24.7B
Pitch Price
$48.66
Price Target
N/A
Dividend
N/A
EV/EBITDA
-119.56
P/E
850.84
EV/Sales
48.86
Sector
Software
Category
growth
AI Infrastructure play growing ARR by 684%! - Nebius Group N.V.
NBIS (overview): AI-specialized data center w/ custom hardware & software. Aims to be 'AWS for AI', offering 20% more efficiency. 2024 ARR $250M, target few billion ARR mid-term. Ex-Yandex assets include AvRide (self-driving tech). Cash $1.45B, $2B 2025 capex. 70x P/S, uncertain unit economics, competing with AWS/Google.
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