Added to YB: 2026-07-01
Pitch date: 2026-06-29
NBIS [bullish]
Nebius Group N.V.
-1.25%
current return
Author Info
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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 United States, the United Kingdom, and internationally.
Market Cap
$71.0B
Pitch Price
$258.26
Price Target
1.7K (+579%)
Dividend
N/A
EV/EBITDA
682.58
P/E
1.6K
EV/Sales
53.90
Sector
Software
Category
growth
Can Nebius reach a $1T Market Cap by 2030?
NBIS (holding update): AI cloud infra, +1775% since $4B mkt cap entry to ~$75B. Values via P/ARR + P/EBITDA midpoint. Base case: 1.8GW capacity by 2027, 5.6GW by 2030, $12M ARR/MW, 40-48% EBITDA margins. 2027 PT $541 (125% upside), 2030 PT $1,731 (620%). Bull case = $1T+ by 2030. Risks: massive capex (~$25B in '27), dilution, execution, AI demand.
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