Added to YB: 2025-07-01
Pitch date: 2025-06-29
NBIS [bullish]
Nebius Group N.V.
+64.4%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. Sign up for the newsletter.
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
$23.6B
Pitch Price
$53.34
Price Target
N/A
Dividend
N/A
EV/EBITDA
-78.80
P/E
190.05
EV/Sales
64.25
Sector
Software
Category
growth
Nebius: akin buying $NVDA with leverage
NBIS: Neocloud AI infrastructure provider with 600% 2024 growth, lowest GPU cloud pricing (per SemiAnalysis). Vertical integration gives cost leadership via custom hardware, software, efficient datacenters (best-in-class PUE). CEO Volozh (ex-Yandex) leads 850 AI engineers. $229M revenue run-rate vs CoreWeave. Target: 20-30% EBIT margins, several billion revenue midterm.
Read full article (9 min)