Added to YB: 2025-09-19
Pitch date: 2025-09-18
NBIS [bullish]
Nebius Group N.V.
-6.85%
current return
Author Info
Capitalist Letters simplifies investing and makes it understandable for everybody. 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 Netherlands, Europe, North America, and Israel.
Market Cap
$23.6B
Pitch Price
$94.14
Price Target
400.00 (+356%)
Dividend
N/A
EV/EBITDA
-78.80
P/E
190.05
EV/Sales
64.25
Sector
Software
Category
growth
Long $NBIS: Early in the AI Compute Buildout, Revenue Scaling Ahead
NBIS: Goldman sees $6B revenue by 2026 (600MW capacity, 70% utilization). Mgmt targets 1GW contracted by end next year, potentially 2GW by 2030 enabling $20B revenue. At conservative 5x sales = $100B valuation. Early stage opportunity.
Read full article (1 min)