Added to YB: 2026-08-12
Pitch date: 2026-08-09
NBIS [neutral]
Nebius Group N.V.
+3.84%
current return
Author Info
No bio for this author
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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
$48.1B
Pitch Price
$186.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
-1.5K
P/E
64.99
EV/Sales
55.07
Sector
Software
Category
growth
Show full summary:
MM Top Ideas List: 20 Stocks Worth Watching - Nebius Group N.V.
NBIS (holding update): Author's largest position. Full-stack AI infra: GPU compute, proprietary software, multi-GW AI factories in US/Europe. Neocloud profitability concern from heavy depreciation, but already EBITDA+. Trades 8x 2027 & 4x 2028 EBITDA. Mgmt guides ARR >5x YoY by end-2026.
Read full article (1 min)