Added to YB: 2025-05-22
Pitch date: 2025-05-21
NBIS [neutral]
Nebius Group N.V.
+307.68%
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
$42.2B
Pitch Price
$39.04
Price Target
63.00 (-60%)
Dividend
N/A
EV/EBITDA
-200.49
P/E
1.5K
EV/Sales
81.93
Sector
Software
Category
growth
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.
Read full article (3 min)