Added to YB: 2025-02-19
Pitch date: 2025-02-17
NBIS [bullish]
Nebius Group N.V.
+85.51%
current return
Author Info
Interconnected Capital is a global technology hedge fund and blog that looks at the venn diagram of builders, operators, investors, regulators, and how they are all (inter)connected. 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 Netherlands, Europe, North America, and Israel.
Market Cap
$23.6B
Pitch Price
$47.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
-78.80
P/E
190.05
EV/Sales
64.25
Sector
Software
Category
growth
Nebius Group (NBIS)
NBIS: Nvidia-backed AI neocloud w/ superior DevEx. Ex-Yandex team, $3B cash, no debt. 2025 ARR guide $750M-$1B. Optionalities: Toloka (AI data), Avride (AV), TripleTen, Clickhouse (28% stake). Challenges: subsidiary mgmt, hyperscaler competition, geo expansion. Strong EU position.
Read full article (12 min)