Professional
Added to YB: 2025-07-16
Pitch date: 2025-07-14
NBIS [bullish]
Nebius Group N.V.
+55.07%
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
$52.33
Price Target
68.00 (-22%)
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
growth
Goldman Initiates Buy on Nebius Group: $68 PT on Undervalued AI Cloud Leader
$NBIS: GS initiates Buy, $68 PT (45% upside). Leading AI Neocloud provider with full-stack software, cost advantages, proven expertise. Despite +134% YTD, AI infra biz still cheap vs peers. Recent catalysts: 1st NVIDIA GB200 in Europe, Saturn Cloud partnership, $1B convertible note for expansion. GS also acting as financial advisor.
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