Added to YB: 2025-10-13
Pitch date: 2025-10-09
NBIS [bullish]
Nebius Group N.V.
-39.87%
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
$134.95
Price Target
292.00 (+233%)
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
growth
Show full summary:
How Nebius Could Turn Its ClickHouse Windfall into a $35B AI Empire
NBIS: Owns 28% of ClickHouse (potential $30-50B IPO valuation), could raise $4-5B non-dilutive debt against stake to fund 160-250MW AI capacity. Each MW generates $5-6M ARR. At 20-25x ARR multiple = +$15-35B market cap uplift, 50-120% return without dilution.
Read full article (2 min)