Added to YB: 2025-06-05
Pitch date: 2025-06-03
NBIS [neutral]
Nebius Group N.V.
+480.23%
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 United States, the United Kingdom, and internationally.
Market Cap
$61.4B
Pitch Price
$37.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
142.11
P/E
1.4K
EV/Sales
46.88
Sector
Software
Category
growth
NBIS's latest $1 billion convertible bond announcement
NBIS (update): $1B convertible bond (2.00% 2029, 3.00% 2031) at $51.45 conversion premium to fund AI infrastructure. Low 6-8x 2026E EV/Revenue vs peers' 10-20x. Minimal $5M annual interest cost. Risk: if revenue misses, bonds become debt burden. Management confident, avoiding dilution, maintaining capital discipline.
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