Added to YB: 2026-08-17
Pitch date: 2026-08-13
NBIS [neutral]
Nebius Group N.V.
+7.59%
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 United States, the United Kingdom, and internationally.
Market Cap
$76.1B
Pitch Price
$258.09
Price Target
N/A
Dividend
N/A
EV/EBITDA
175.03
P/E
1.7K
EV/Sales
57.74
Sector
Software
Category
growth
Nebius Group (NBIS): Q2 2026 Earnings Review
NBIS (earnings): Q2'26 rev $582.3M (+454% YoY) beat; Adj EBITDA $236.2M (37% beat), core AI cloud margin ~50% (up from 24% in Q4). ARR $3B (+598% YoY), YE targets $7-9B. GAAP loss $190.4M. Q2 deals >$20M/MW (auctions >$40M), <2yr payback. Contracted power raised to 5GW. 2027 guide next catalyst. Author's largest position, most bullish yet.
Read full article (16 min)