Professional
Added to YB: 2025-10-10
Pitch date: 2025-10-08
NBIS [bullish]
Nebius Group N.V.
+81.94%
current return
Author Info
MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. 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 United States, the United Kingdom, and internationally.
Market Cap
$61.4B
Pitch Price
$120.98
Price Target
137.00 (-39%)
Dividend
N/A
EV/EBITDA
142.11
P/E
1.4K
EV/Sales
46.88
Sector
Software
Category
growth
Goldman Sachs raised its Price Target on $NBIS to $137
NBIS: Goldman raised price target from $120 to $137, keeps Buy rating. 4x risk-reward potential on AI infrastructure demand. GS raised 2026-2030 revenue/EBITDA estimates reflecting stronger AI backdrop. Global server TAM upgraded +19% for 2025E, +28% for 2026E. Favorably positioned for robust AI demand.
Read full article (1 min)