Added to YB: 2026-02-19
Pitch date: 2026-02-16
NBIS [neutral]
Nebius Group N.V.
+12.09%
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
$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 Q4 2025 Earnings Review
NBIS (earnings): Missed Q4 rev ($227M vs $242M est) but crushed ARR targets, ending 2025 well above guidance. FY26 guide: $7-9B ARR, $3-3.4B rev, 40% EBITDA margin, $16-20B capex (60% self-funded). Power: 2GW secured, raised target to 3GW. Launched Token Factory, AI Cloud 3.1, acquired Tavily for agentic AI. 7→16 datacenters. Agentic AI market: $7B→$140-200B by 2030s, 40%+ CAGR.
Read full article (5 min)