Added to YB: 2026-08-17
Pitch date: 2026-08-13
NBIS [neutral]
Nebius Group N.V.
+7.59%
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
$76.1B
Pitch Price
$258.09
Price Target
1.6K (+527%)
Dividend
N/A
EV/EBITDA
175.03
P/E
1.7K
EV/Sales
57.74
Sector
Software
Category
growth
Nebius Q2 2026: Arkady Delivers Again!
NBIS (earnings): Q2'26 rev $582M (+454% Y/Y, beat), ADJ EBITDA $236M (+1,225%, 50% AI Cloud margin), ARR $3B (+598%). Capacity guide raised 4GW→5GW; new asset-light model. Short-term deals hit $50M/MW vs $11M Microsoft. 2026 ARR guide $7-9B. DCF fair value $699 (64% upside); bull $1,600. Risks: AI demand/bubble, chip depreciation, capex funding, competition.
Read full article (18 min)