Added to YB: 2025-06-17
Pitch date: 2025-06-15
NBIS [bullish]
Nebius Group N.V.
+124.19%
current return
Author Info
MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. 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
$24.7B
Pitch Price
$48.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-119.56
P/E
850.84
EV/Sales
48.86
Sector
Software
Category
growth
Nebius Group (NBIS): The Key Catalysts That Could Drive the Next Leg Up
NBIS: Up 150% from April but thesis still early. Catalysts: 1) Limited institutional coverage means major bank initiations could drive big moves. 2) New 300MW NJ data center enables large AI contracts. 3) Avride funding round (autonomous unit worth potential $5B+). 4) ClickHouse IPO (28% stake = $1.8B). 5) European AI infrastructure push benefits NBIS.
Read full article (11 min)