Added to YB: 2026-08-31
Pitch date: 2026-08-27
NBIS [neutral]
Nebius Group N.V.
-1.31%
current return
Author Info
No bio for this author
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
$58.6B
Pitch Price
$211.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
136.00
P/E
1.3K
EV/Sales
44.86
Sector
Software
Category
growth
NBIS: The Company NVIDIA, Meta, and Microsoft Chose to Build the Power Grid for AI — And Why $46B in Contracts Is Just the Beginning
NBIS (update): Nebius is a GPU-specialized AI cloud provider with $1.9B of Q1 ARR, AI-segment revenue up 841% to $389.7M and adjusted EBITDA margin reaching 45%. More than $44B of Meta and Microsoft commitments plus NVIDIA’s $2B investment validate demand, while European data-sovereignty rules provide differentiation. At $229 the base case is fairly valued; upside to $310-420 requires $7-9B ARR by December despite $20-25B of 2026 capex and substantial financing needs.
Read full article (6 min)