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Added to YB: 2025-09-15

Pitch date: 2025-09-10

NBIS [bullish]

Nebius Group N.V.

-5.37%

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

$23.6B

Pitch Price

$92.67

Price Target

N/A

Dividend

N/A

EV/EBITDA

-78.80

P/E

190.05

EV/Sales

64.25

Sector

Software

Category

growth

Show full summary:
Nebius Group: Microsoft Deal Sparks Hypergrowth Inflection

NBIS: MSFT deal de-risks co, creates path to triple-digit revenue growth. $3B capital raise for momentum. Author suggests 5% portfolio position if new to stock - room to add on dips or avg up on execution. Hypergrowth tech requiring industry knowledge. Early inflection point despite +50% gain.

Read full article (2 min)