Added to YB: 2025-07-02
Pitch date: 2025-07-01
NBIS [neutral]
Nebius Group N.V.
+74.49%
current return
Author Info
MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. 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
$50.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
-78.80
P/E
190.05
EV/Sales
64.25
Sector
Software
Category
value
Portfolio Update – 06/30/2025 – H1 Review - Nebius Group N.V.
NBIS (holding update): Maintaining position despite price rise from $20 entry. Strong catalysts ahead with asymmetric potential. Valuation remains reasonable even after doubling. Awaiting third-party investment in Avride for clearer valuation before updating model.
Read full article (1 min)