Added to YB: 2024-12-26
Pitch date: 2024-12-24
NBIS [bullish]
Nebius Group N.V.
+186.71%
current return
Author Info
@smantel is an ex-sell side analyst with a focus on fundamental research. Follow him on Twitter.
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
$28.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
growth
Nebius (NBIS) Set for Revaluation: Analyst Coverage and Strategic Partnerships Incoming
NBIS: Float 155.8M, SI 1.5%. Catalysts: bulge bracket coverage in 2025, Coreweave IPO comparison, Goldman seeking strategic investor for Avride (potential +$10/share), ClickHouse funding round (NBIS owns 28%, last valued $2B). Undervalued at $27.60.
Read full article (1 min)