Added to YB: 2026-05-15
Pitch date: 2026-05-13
NBIS [neutral]
Nebius Group N.V.
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
$53.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-754.52
P/E
71.78
EV/Sales
60.68
Sector
Software
Category
growth
$NBIS: Is Nebius building the next AI hyperscaler?
NBIS (overview): Q4 rev $399M (+622% YoY, +75% QoQ) beat est $388.6M; EPS -0.40 vs -0.78 est. Aiming for $3-3.4B rev in 2026, ARR $7-9B. Building global AI infrastructure (PA, Finland, France, UK, Israel) w/ 4GW+ contracted energy capacity (up from 1GW). NVIDIA-backed. Similar to early hyperscaler buildout but requires massive capex & time. Key test 2026-2027.
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