Professional
Added to YB: 2026-03-02
Pitch date: 2025-12-31
NBIS [neutral]
Nebius Group N.V.
+4.83%
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
$26.9B
Pitch Price
$86.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
-129.61
P/E
925.87
EV/Sales
52.96
Sector
Software
Category
growth
Crossroads Capital Portfolio Holding: Nebius Group N.V.
NBIS (holding update): AI cloud platform w/ $17.4B Microsoft 5yr deal + $3B Meta deal. 2.5 GW contracted power by end-2026, 800MW-1GW connected (vs 250MW now). Inference demand scaling on Blackwell/Rubin. 25M share ATM + non-core equity stakes (Avride, ClickHouse) provide capital flexibility. Trading below earnings power from blue-chip contracts scaling to billions in EBIT.
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