Added to YB: 2025-09-19
Pitch date: 2025-09-18
NBIS [bullish]
Nebius Group N.V.
-13.81%
current return
Author Info
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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
$94.14
Price Target
400.00 (+356%)
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
growth
Long $NBIS: Early in the AI Compute Buildout, Revenue Scaling Ahead
NBIS: Goldman sees $6B revenue by 2026 (600MW capacity, 70% utilization). Mgmt targets 1GW contracted by end next year, potentially 2GW by 2030 enabling $20B revenue. At conservative 5x sales = $100B valuation. Early stage opportunity.
Read full article (1 min)