Professional
Added to YB: 2026-05-28
Pitch date: 2026-05-22
NBIS [neutral]
Nebius Group N.V.
+2.57%
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 United States, the United Kingdom, and internationally.
Market Cap
$53.3B
Pitch Price
$220.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
-1.7K
P/E
71.94
EV/Sales
60.93
Sector
Software
Category
growth
Crossroads Capital Portfolio Holding: Nebius Group N.V.
NBIS (holding update): META $27B 5yr deal + MSFT totals $46B contracts vs $228M Q4 rev. Q1 rev $399M (+684% YoY), 45% EBITDA margin on AI cloud, $1.9B ARR. Nvidia $2B investment + priority GPU allocation at 8.3% dilution. $4B converts at 1.25-2.6% rates. 60% of $20-25B capex covered by customer prepays. 3.5GW power secured, 4GW by YE. $3.0-3.4B FY rev guide at 40% margin.
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