Added to YB: 2025-01-03
Pitch date: 2024-11-15
NBIS [bullish]
Nebius Group N.V.
+506.94%
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
$24.7B
Pitch Price
$17.73
Price Target
37.00 (-66%)
Dividend
N/A
EV/EBITDA
-119.56
P/E
850.84
EV/Sales
48.86
Sector
Software
Category
growth
Show full summary:
Nebius Group N.V. - $NBIS
NBIS: AI cloud platform w/ Finland data center, NVDA partnership, $2.3B cash. Ex-Yandex CEO owns 31M shares. Targeting $500M-$1B ARR by 2025. Bull case: $750M EBITDA, 10x = $37/share. Catalysts: analyst coverage, investor day, expansion updates. Risks: vague plans, no financials.
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