Professional
Added to YB: 2026-07-06
Pitch date: 2026-07-01
NBIS [neutral]
Nebius Group N.V.
-8.58%
current return
Author Info
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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
$55.2B
Pitch Price
$233.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-1.7K
P/E
74.55
EV/Sales
63.14
Sector
Software
Category
growth
Komodo Capital | 1H 2026 Portfolio Review - Nebius Group N.V.
NBIS (trimmed position): Author's first 10-bagger, +171% in 1H 2026, largest % winner ever in 19mo. Trimmed ~40% pre-Q1, then results smashed w/ 684% YoY sales growth. Story of dilution to fund growth but retains balance sheet optionality vs CoreWeave. Concerns: FCF timing, financing if rates rise, neocloud optimism. Long-term AI/datacenter buildout play.
Read full article (1 min)