Added to YB: 2025-03-25
Pitch date: 2025-02-04
NBIS [bullish]
Nebius Group N.V.
+133.16%
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
$22.1B
Pitch Price
$34.80
Price Target
79.00 (-10%)
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
growth
Nebius Group N.V. - $NBIS
NBIS: AI cloud provider scaling to 240k GPUs by 2027. $750M-$1B ARR by YE'25. 65% GM, 35% EBITDA by 2028. $2.6B cash, no debt. Trades 2x '25 ARR vs CoreWeave 10x. Bull case: 1GW capacity, $20B+ rev by 2030. Bear: $31/sh liquidation value. Catalysts: GPU expansion, anchor customer, asset sales.
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