Added to YB: 2025-11-10
Pitch date: 2025-09-30
NBIS [bullish]
Nebius Group N.V.
-21.51%
current return
Author Info
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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
$111.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
-78.80
P/E
190.05
EV/Sales
64.25
Sector
Software
Category
growth
2025-09-25 Nebius Group N.V. [NASDAQ: NBIS] (Louis)
NBIS: European AI infrastructure co w/ $19.4B Microsoft deal over 5yrs for 300MW NJ data center. Q1 2025 rev +385% YoY, targeting $750M-$1B ARR by year-end despite $92.5M net loss. EBITDA positive expected 2025. DCF values at $121 vs $108 current (+12% upside). Risk: prior delisting due to Russia ties now resolved.
Read full article (9 min)