Added to YB: 2025-09-18
Pitch date: 2025-09-16
NBIS [bullish]
Nebius Group N.V.
+17.39%
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
$24.7B
Pitch Price
$91.67
Price Target
120.42 (+12%)
Dividend
N/A
EV/EBITDA
-119.56
P/E
850.84
EV/Sales
48.86
Sector
Software
Category
growth
Nebius Group; The Pitch
NBIS: AI infrastructure play w/ ex-Yandex talent building full-stack data centers. Microsoft ~$20B deal validates product, enables funding reflexivity. Sub-2.5yr GPU payback, 20-30% FCF margins at maturity. Fair value $30B vs current price. Risks: tech disruption, narrative shifts, execution. Massive TAM as AI demand compounds.
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