Added to YB: 2025-11-14
Pitch date: 2025-11-11
NBIS [neutral]
Nebius Group N.V.
-22.13%
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
$22.1B
Pitch Price
$104.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
growth
Nebius Snapshot
NBIS (earnings): Q3 rev $146M (+355% YoY), core AI infra +400% YoY with 71% gross margin. ARR $551M exit-Sept, guiding $7-9B by 2026. Mega deals: Microsoft $17-19B, Meta $3B. All capacity sold out, expanded to 2.5GW contracted power. Launched Aether 3.0 & Token Factory. Capex raised to $5B. Constrained by power/permits through 2026.
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