Added to YB: 2025-12-11
Pitch date: 2025-12-09
NBIS [bullish]
Nebius Group N.V.
-8.4%
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
$95.73
Price Target
N/A
Dividend
N/A
EV/EBITDA
-78.80
P/E
190.05
EV/Sales
64.25
Sector
Software
Category
value
A Modern Railroad in Disguise - Nebius Group N.V.
NBIS: Neo-cloud infrastructure utility w/ $20B signed backlog (Microsoft $17B, Meta $3B) vs $18B core EV after stripping $7-8B non-core assets (cash, Avride, ClickHouse stakes). Trading at 0.9x committed revenue from creditworthy counterparties. 30-50% ROIC on GPU capex.
Read full article (3 min)