Added to YB: 2026-08-18
Pitch date: 2026-08-16
NBIS [neutral]
Nebius Group N.V.
-2.87%
current return
Author Info
No bio for this author
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
$276.78
Price Target
300.00 (+12%)
Dividend
N/A
EV/EBITDA
175.09
P/E
1.7K
EV/Sales
57.76
Sector
Software
Category
growth
Nebius - Q2 2026 Earnings Review - An Incredible Quarter
NBIS (earnings): Q2 rev $582M (+454% YoY, 2% beat), EBITDA $236M (36% beat), ARR $3B (+58% QoQ). YE contracted power raised to 5GW. New medium-term deals at $20-25M/MW vs prior ~$10M; short-term deal >$40M/MW; auction 15% above ever seen. Payback cut to 1yr 10mo. Bullish, may trim ~$300.
Read full article (4 min)