Added to YB: 2026-09-15
Pitch date: 2026-09-12
NBIS [bullish]
Nebius Group N.V.
+3.52%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. Sign up for the newsletter.
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
$61.5B
Pitch Price
$204.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
142.51
P/E
1.4K
EV/Sales
47.01
Sector
Software
Category
growth
Nebius for Palantir, Nebius to $1T by 2030
NBIS: Nebius reconfirmed $7-9B of 2026 ARR guidance as contract pricing and deal sizes rose, while Palantir’s selection of Nebius as its preferred sovereign-AI infrastructure partner strengthens the hyperscaler thesis through enterprise distribution, customer feedback and validation of the AI stack. The upside case reaches $1T if partner-financed capacity enables sustained high growth and higher margins; the key test is asset-light adoption above 100 MW.
Read full article (8 min)