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Added to YB: 2025-09-26

Pitch date: 2025-09-24

NBIS [bullish]

Nebius Group N.V.

-18.85%

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

$108.06

Price Target

206.00 (+135%)

Dividend

N/A

EV/EBITDA

-78.80

P/E

190.05

EV/Sales

64.25

Sector

Software

Category

growth

Show full summary:
Northland Turns Bullish on Nebius (NBIS): $206 PT

NBIS: Northland raises PT to $206 from $77, elevates to top pick. Won Microsoft deal via scarcity & cost advantage. World-class engineering shown through quick ramps & virtualized infrastructure focus. AIaaS TAM raised $560B to $800B, market share est. up 3% to 9%.

Read full article (1 min)