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Added to YB: 2025-11-14

Pitch date: 2025-11-11

NBIS [neutral]

Nebius Group N.V.

-22.13%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. 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

$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

Show full summary:
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.

Read full article (6 min)