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Added to YB: 2025-12-17

Pitch date: 2025-12-15

NBIS [bullish]

Nebius Group N.V.

+35.23%

current return

Author Info

No bio for this author

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

$79.58

Price Target

N/A

Dividend

N/A

EV/EBITDA

-119.56

P/E

850.84

EV/Sales

48.86

Sector

Software

Category

growth

Show full summary:
An extremely good BUYING opportunity for $NBIS

NBIS: Despite FUD campaign & Oracle data center delay rumors (corrected), fundamentals unchanged. Guiding 7-9B ARR (~700% increase in 12 months) with 2.5GW contracted. ClickHouse stake alone could be worth half current market cap within 2 years. Buying opportunity in 80s.

Read full article (1 min)