Added to YB: 2026-08-14
Pitch date: 2026-08-12
NBIS [neutral]
Nebius Group N.V.
-0.17%
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
$255.47
Price Target
N/A
Dividend
N/A
EV/EBITDA
682.58
P/E
1.6K
EV/Sales
53.90
Sector
Software
Category
growth
Is Nebius NBIS Closer to Becoming the 'AWS of the AI Era'?
NBIS (earnings): AI cloud ('AWS of AI era') pre-Q2 2026. Q1 rev $399M (+684% YoY), 32% EBITDA margin; AI Cloud ARR $1.92B. FY26 guide $3-3.4B rev, $7-9B exit ARR, 40% margin, $20-25B capex. NVIDIA-backed (5GW by 2030), Microsoft/Meta anchors. EV ~$49B, 15.4x FY26 EV/S, 4.3x FY27. CRWV read-through validates demand; key risk is execution/capacity conversion & dilution, not demand. Prices in 2027 ramp.
Read full article (16 min)