Added to YB: 2026-07-06
Pitch date: 2026-07-02
NBIS [bullish]
Nebius Group N.V.
+1.78%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. Sign up for the newsletter.
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
$61.4B
Pitch Price
$216.25
Price Target
1.9K (+760%)
Dividend
N/A
EV/EBITDA
142.11
P/E
1.4K
EV/Sales
46.88
Sector
Software
Category
growth
Nebius: The Compute Landlord
NBIS: Full-stack neocloud renting AI compute to hyperscalers priced out of their own buildouts. Q1 rev $399M (+684% YoY), ARR $1.92B, $46B backlog (mostly MSFT/Meta), 3.5GW power owned. Bear: 65x sales, 2-customer risk, $20-25B capex needs constant cheap funding. PT $1,925 by 2030 (~8x). Long, high-beta.
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