Added to YB: 2024-12-04
Pitch date: 2024-12-01
NBIS [bullish]
Nebius Group N.V.
+210.64%
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 Netherlands, Europe, North America, and Israel.
Market Cap
$22.1B
Pitch Price
$26.12
Price Target
N/A
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
growth
Quick Idea: Nebius Group N.V. (NBIS)
NBIS: AI infrastructure co. w/ $2.3B cash, $2B EV. Ex-Yandex CEO building GPU clusters. $500M-$1B ARR by 2025 (from $170-190M Q4'24). Risks: AI demand uncertainty, CapEx intensity, competition. 3x P/S on $500M-$1B ARR = $1.5-3B mkt cap. Speculative but potential AI sentiment trade.
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