Added to YB: 2025-02-10
Pitch date: 2025-02-07
NBIS [bullish]
Nebius Group N.V.
+125.92%
current return
Author Info
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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
$23.6B
Pitch Price
$38.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
-78.80
P/E
190.05
EV/Sales
64.25
Sector
Software
Category
growth
Show full summary:
Nebius Group (NBIS) vs. Cloud Titans: Can It Disrupt the AI Infrastructure Market?
NBIS: AI infrastructure platform spun off from Yandex. Q3 rev $43.3M (+70% QoQ), $2.3B cash. Investing $1B in EU expansion by 2025. $700M raised at $21/share. ARR $750M-$1B by 2025. Trading at 2x 2025 rev or 8 P/E (20% margin). Hidden assets valued at $3B. High growth potential.
Read full article (6 min)