Added to YB: 2025-08-12
Pitch date: 2025-08-09
NBIS [neutral]
Nebius Group N.V.
+16.08%
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
$22.1B
Pitch Price
$69.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
growth
$NBIS | Nebius Q2 2025 Highlights
NBIS (earnings update): AI infra player reached $105.1M rev (+625% YoY, +106% QoQ), core biz hit positive adj EBITDA, overall loss $21M vs $59.6M expected. ARR guidance raised to $900M-$1.1B. Scaling from 220MW to 1GW+ capacity by 2026. Cloudflare, Shopify among clients. Risks: execution, customer concentration, cloud giants competition.
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