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
Nebius - Strategy Masterclass
NBIS (overview): AI cloud w/ 3-lane strategy: long-term IG contracts finance base, 1-3yr enterprise/lab deals, flexible burst pool. Pricing floor rose $12M to $20-25M/MW, burst peaks $40-50M/MW. 70% Q2 deals prepaid 50-60% capex; $9B+ 2026 prepayments, $40B+ commitments. Auction cleared 15% above prior high. Asset-light 3rd-party model + raised 5GW target, 1GW/yr from 2027. Execution risk on partner scaling & timing.
Read full article (14 min)