Added to YB: 2025-10-17
Pitch date: 2025-10-15
NBIS [bullish]
Nebius Group N.V.
-31.54%
current return
Author Info
Interconnected Capital is a global technology hedge fund and blog that looks at the venn diagram of builders, operators, investors, regulators, and how they are all (inter)connected. 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
$128.09
Price Target
N/A
Dividend
N/A
EV/EBITDA
-78.80
P/E
190.05
EV/Sales
64.25
Sector
Software
Category
growth
Europe's Hidden Sovereign AI Gem: Nebius
NBIS: Netherlands-based GPU neocloud w/ full-stack OEM capabilities building AI infra in UK/US. Strong dev experience, competitive vs US players (Microsoft partnership). In-house server design cuts middlemen costs vs Dell/HPE, improving margins. Best positioned European co for AI sovereignty despite clean incorporation story. Only 6 sell-side price targets so far v larger peers.
Read full article (5 min)