Added to YB: 2025-09-16
Pitch date: 2025-09-13
NBIS [neutral]
Nebius Group N.V.
-18.53%
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
$22.1B
Pitch Price
$92.61
Price Target
116.72 (+44%)
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
growth
Nebius Group (NBIS): Microsoft Deal and Updated Valuation Model
NBIS (update): $17.4-19.4B Microsoft contract (5x market cap) validates tech & de-risks story. Stock +50% post-announcement. Secured $2.75B financing at improved terms vs 3 months ago. Updated 2025 price target $116.72 (bear $87, bull $147). CEO expects more big deals from 2+ additional US sites by 2026.
Read full article (7 min)