Added to YB: 2026-02-16
Pitch date: 2026-02-13
NBIS [neutral]
Nebius Group N.V.
+12.09%
current return
Author Info
MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Sign up for the newsletter.
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
$96.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-119.56
P/E
850.84
EV/Sales
48.86
Sector
Software
Category
growth
Nebius Group (NBIS): Q4 2025 Earnings Review
NBIS (earnings): Q4 rev $227.7M (+547% YoY), 70% gross margin. YE ARR $1.25B vs $900M-$1.1B guide. 2026: $7-9B ARR, $3-3.4B rev, 800MW-1GW connected power (raised contracted to >3GW from >2.5GW), 40% EBITDA margin. Key: 60%+ of $16-20B 2026 CapEx funded by MSFT/META prepayments (non-dilutive).
Read full article (12 min)