Added to YB: 2025-08-28
Pitch date: 2025-08-26
NBIS [bullish]
Nebius Group N.V.
+13.48%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. 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
$22.1B
Pitch Price
$71.50
Price Target
705.00 (+704%)
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
growth
Nebius: Why I bought Before Earnings
NBIS: Opened 8.7% position after Q2 625% YOY revenue growth to $105M, ARR guidance raised to $900M-$1.1B. Gross margins improving vs Coreweave. Heavy capex $510M burns cash but targeting 1GW capacity by 2026. Enterprise customers like Shopify added. Risk: unproven moat durability vs competitors.
Read full article (6 min)