Added to YB: 2025-07-18
Pitch date: 2025-07-17
NBIS [neutral]
Nebius Group N.V.
+60.46%
current return
Author Info
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
$54.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
-78.80
P/E
190.05
EV/Sales
64.25
Sector
Software
Category
growth
Nebius: From Zero to 90mW in One Year.
NBIS (update): AI cloud provider scaling rapidly with 385% YoY revenue growth ($11.4M to $55.3M) and improving margins (53% vs 78% CoR). Ex-Yandex team's software focus differentiates from IREN by minimizing AI deployment time-to-value. 75MW Finnish datacenter capacity (60K GPUs) + new US facility. $197.8M quarterly cash burn gives 7Q runway before divestiture proceeds.
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