Added to YB: 2026-08-17
Pitch date: 2026-08-13
NBIS [neutral]
Nebius Group N.V.
+7.59%
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
$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
NBIS Q2 Financial Report: High-scoring report, demand validated, gross profit a pleasant surprise, but financing costs also exist.
NBIS (earnings): Q2 rev $582.3M (+454% YoY), 1.3% beat; ARR $3.0B (+598%) hit bull case; AI Cloud EBITDA margin 49.7%. New deals avg TCV >$1B, payback 1yr10mo; short-term pricing $40M/MW. But GAAP loss $190M, capex $5.7B, FCF -$3.41B; ATM sold 12.7M shares (+7% dilution). Stock +34% to $259, EV ~$78B, 24.4x FY26 EV/S, now pricier than CRWV. Demand validated; delivery/dilution unproven. Bullish long-term.
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