Professional
Added to YB: 2025-01-08
Pitch date: 2024-12-06
NBIS [bullish]
Nebius Group N.V.
+179%
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 Netherlands, Europe, North America, and Israel.
Market Cap
$24.7B
Pitch Price
$38.57
Price Target
179.50 (+67%)
Dividend
N/A
EV/EBITDA
-119.56
P/E
850.84
EV/Sales
48.86
Sector
Software
Category
growth
Research Report: Nebius Group (NBIS – NASDAQ)
NBIS: AI cloud provider scaling to 240k GPUs by 2027+. $750M-$1B ARR by YE'25. Efficient PUE 1.13, 20-25% lower TCO vs peers. $3B cash, no debt. Avride AV unit potential $1B+ sale. Risks: GPU supply/demand, execution. Base case $100/sh, bull $179.50. Multiple near-term catalysts.
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