Added to YB: 2024-12-10
Pitch date: 2024-12-10
NBIS [bullish]
Nebius Group N.V.
+135.87%
current return
Author Info
@smantel is an ex-sell side analyst with a focus on fundamental research. Follow him on Twitter.
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
$34.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
growth
Nebius Group: A Long-Term Growth Play with Infrastructure and Hardware Access as Key Differentiators
NBIS: 6x EV/S, $300M tax liability risk. High-end rev guidance $600M. Compelling HPC demand story for 2025. Uniquely positioned with infrastructure & priority hardware access. Multiple potential capital raises & capex increases. Added to largest position, room for more.
Read full article (1 min)