Added to YB: 2026-04-28
Pitch date: 2026-04-26
NBIS [bullish]
Nebius Group N.V.
+49.77%
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 United States, the United Kingdom, and internationally.
Market Cap
$53.3B
Pitch Price
$148.39
Price Target
490.00 (+120%)
Dividend
N/A
EV/EBITDA
-1.7K
P/E
71.94
EV/Sales
60.93
Sector
Software
Category
growth
Nebius Deep Dive: AWS of AI or a Bubble?
NBIS (deep dive): AI cloud provider targeting $7-9B ARR 2026 (7x YoY). $17.4B Microsoft deal, $27B Meta deal (Rubin chips) securing 60%+ of $20B capex. 3GW contracted power by end-2026, targeting 3GW active IT 2030. Model: 70% bare metal to hyperscalers, 30% AI cloud. Est 2030: $34B rev, 63% EBITDA margin, $6B net income. Key risks: Nvidia dependency, construction delays, AI bubble, overcapacity. Bulls: inference ($255B 2030), agentic AI ($93B 2030). At 4-5x 2026 ARR, upside to $490 (30x P/E) by 2030. Avride worth $4-6B, ClickHouse stake $5-8B.
Read full article (39 min)