Added to YB: 2025-12-09
Pitch date: 2025-12-05
NBIS [neutral]
Nebius Group N.V.
-9.87%
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 Netherlands, Europe, North America, and Israel.
Market Cap
$23.6B
Pitch Price
$97.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
-78.80
P/E
190.05
EV/Sales
64.25
Sector
Software
Category
growth
Nebius: Takeaways From This Week’s Investor Conference
NBIS (update): Vertically integrated AI cloud platform w/ 1,000 ex-Yandex engineers, largest NVIDIA customer outside US/China. Q3 pipeline +70%, $4B new demand vs limited supply. EBITDA positive Q2, ~19% margins Q3, targeting 20-30% EBIT. Microsoft/Meta deals locked. $8.5B raised, exploring asset-backed financing.
Read full article (3 min)