Added to YB: 2025-05-22
Pitch date: 2025-05-21
NBIS [neutral]
Nebius Group N.V.
Author Info
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Company Info
Nebius Group N.V. operates as a technology company that engages in building full-stack infrastructure to service the global AI industry.
Market Cap
$8.9B
Pitch Price
N/A
Price Target
63.00 (+61%)
Dividend
N/A
Sector
Software
Category
growth
Show full summary:
Updates on $NBIS
NBIS (update): Cloud & data center AI company with $249M ARR, targeting $750M-1B by EOY. $1.5B cash + $1.6B ClickHouse stake (28%) vs $8.95B market cap equals 6-8x EV/ARR. At $39, offers 50-60% upside if EOY target hit. Risks: cash burn, ARR miss, stake monetization uncertainty. Volatility expected.
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