Added to YB: 2025-08-28
Pitch date: 2025-08-26
NBIS [bullish]
Nebius Group N.V.
+207.85%
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 United States, the United Kingdom, and internationally.
Market Cap
$61.4B
Pitch Price
$71.50
Price Target
705.00 (+215%)
Dividend
N/A
EV/EBITDA
142.11
P/E
1.4K
EV/Sales
46.88
Sector
Software
Category
growth
Nebius: Why I bought Before Earnings
NBIS: Opened 8.7% position after Q2 625% YOY revenue growth to $105M, ARR guidance raised to $900M-$1.1B. Gross margins improving vs Coreweave. Heavy capex $510M burns cash but targeting 1GW capacity by 2026. Enterprise customers like Shopify added. Risk: unproven moat durability vs competitors.
Read full article (6 min)