Professional
Added to YB: 2024-12-05
Pitch date: 2024-12-03
NBIS [bullish]
Nebius Group N.V.
+166.03%
current return
Author Info
Lake Cornelia Research Management provides managed accounts and bespoke advisory services to family offices & investment funds. Follow on Twitter/X.
Company Info
Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.
Market Cap
$22.1B
Pitch Price
$30.50
Price Target
40.00 (-54%)
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
special_situation
Nebius Group N.V. (NBIS): AI Infrastructure Leader with Narrative-Driven Momentum
NBIS: AI infra co w/ $700M PIPE incl. NVDA. Supply: 8M shares vs 33M deal, PIPE hedgers likely done. Demand: Expect strong sell-side coverage due to PIPE size, Coreweave IPO. $40+ potential, no earnings until March. Liquidity improving. Risk: narrative-driven until financials.
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