Added to YB: 2024-12-26
Pitch date: 2024-12-24
NBIS [bullish]
Nebius Group N.V.
+677.77%
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 United States, the United Kingdom, and internationally.
Market Cap
$61.4B
Pitch Price
$28.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
142.11
P/E
1.4K
EV/Sales
46.88
Sector
Software
Category
growth
Nebius (NBIS) Set for Revaluation: Analyst Coverage and Strategic Partnerships Incoming
NBIS: Float 155.8M, SI 1.5%. Catalysts: bulge bracket coverage in 2025, Coreweave IPO comparison, Goldman seeking strategic investor for Avride (potential +$10/share), ClickHouse funding round (NBIS owns 28%, last valued $2B). Undervalued at $27.60.
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