Added to YB: 2025-11-21
Pitch date: 2025-11-20
NBIS [bullish]
Nebius Group N.V.
-5.15%
current return
Author Info
No bio for this author
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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
$85.55
Price Target
N/A
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
growth
Show full summary:
A 10 Bagger in Disguise - Nebius Group N.V.
NBIS: Builds modular AI data centers in Europe, selling GPU computing power to hyperscalers. $17B Microsoft + $3B Meta contracts. Capacity constrained with huge demand. Scaling to 2.6 GW by 2026 (70x ChatGPT's power needs). 12-18mo build time vs 2-4yr traditional. High-margin GPU cloud revenue model.
Read full article (4 min)