Added to YB: 2025-10-10
Pitch date: 2025-10-09
NBIS [bullish]
Nebius Group N.V.
-20.26%
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
$24.7B
Pitch Price
$134.95
Price Target
N/A
Dividend
N/A
EV/EBITDA
-119.56
P/E
850.84
EV/Sales
48.86
Sector
Software
Category
value
Show full summary:
Nebius Group (NBIS): Deep Value AI Play
NBIS: AI play with PEG ratio of 0.38-0.7 vs bubble-level 3-4 (Cisco 1998-2000 before 80% crash). Any PEG <1 considered undervalued. Amazon had similar sub-1 PEG in 2010s before 120%+ boom. NBIS appears undervalued vs AI bubble stocks.
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