Added to YB: 2025-09-29
Pitch date: 2025-09-25
NBIS [bullish]
Nebius Group N.V.
-26.19%
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
$22.1B
Pitch Price
$109.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
growth
Can Nebius Be Europe's Most Valuable Company?
NBIS: Data center operator soared $39→$50, now $113 with analysts targeting $200. $28B market cap vs SAP's €350B suggests 10x growth potential. NVIDIA/Microsoft backing, vertical integration enables competitive pricing. Consolidation wave coming (CoreWeave/CORZ merger $500M savings). AI infrastructure investment wave just beginning.
Read full article (2 min)