Professional
Added to YB: 2025-10-06
Pitch date: 2025-10-01
NBIS [neutral]
Nebius Group N.V.
-29.15%
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
$123.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
-78.80
P/E
190.05
EV/Sales
64.25
Sector
Software
Category
value
Crossroads Capital Portfolio Holding: Nebius Group N.V.
NBIS (holding update): +162% Q2 on AI infrastructure demand; positioned as lowest-cost producer w/ superior full-stack toolkit vs peers. Despite shares tripling through Sept, trades at substantial discount to normalized economics & long-term prospects. CEO Volozh building undervalued franchise.
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