Added to YB: 2026-02-16
Pitch date: 2026-02-12
NBIS [neutral]
Nebius Group N.V.
+19.75%
current return
Author Info
No bio for this author
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
$24.7B
Pitch Price
$89.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
-119.56
P/E
850.84
EV/Sales
48.86
Sector
Software
Category
growth
Nebius ($NBIS) - Earnings and '26 outlook
NBIS (earnings): Targets $7B-$9B ARR by 2026 (7x growth), 3+ GW capacity with 1 GW live. Q4 rev $227.7M (+547% YOY), ~$910M run rate. Adj EBITDA turned positive at $15M. $2.06B Q4 capex, $3.68B cash. Deploying Blackwell now, first to get Vera Rubin in 2026. Adding software layer via Tavily acquisition. Pure-play AI infra landlord.
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