Added to YB: 2026-08-14
Pitch date: 2026-08-12
NBIS [neutral]
Nebius Group N.V.
-0.17%
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
$71.0B
Pitch Price
$255.47
Price Target
N/A
Dividend
N/A
EV/EBITDA
682.58
P/E
1.6K
EV/Sales
53.90
Sector
Software
Category
growth
Nebius Q2 2026: 454% revenue growth, billion-dollar deals, and strong margins drive a bullish 2026–27 outlook
NBIS (earnings): Q2'26 rev $582.3M (+454% YoY) beat $573M est; AI cloud rev $575M (+514%). Adj EBITDA $236.2M (41% margin, 50% AI) vs -$21M LY. EPS -$0.68 missed. ARR $3B (+598%). 4 deals $1B+ each at $20-25M/MW. FY26 reaffirmed: $7-9B ARR, 40% margin, $20-25B capex, 5GW. $8B cash, $9B+ prepayments. Stock +20% post, +167% YTD.
Read full article (3 min)