Added to YB: 2025-07-29
Pitch date: 2025-07-27
NBIS [neutral]
Nebius Group N.V.
+127.12%
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
$23.1B
Pitch Price
$51.69
Price Target
N/A
Dividend
N/A
EV/EBITDA
-112.16
P/E
795.61
EV/Sales
45.83
Sector
Software
Category
growth
Awesome $NBIS Analysis
NBIS (overview): AI cloud platform w/ vertical integration, 60K+ devs. ARR grew $220M→$310M, 2025 guidance $750M-$1B. $55.3M Q1 rev, -$62.6M EBITDA but profitable by Q3. $1.4B cash, no debt. GPU data centers in FI, KS, IS + new NJ/IL sites. Risks: founder's Yandex background, fierce competition from AWS/Azure, 80%+ YTD price rise, execution challenges.
Read full article (4 min)