Professional
Added to YB: 2025-02-03
Pitch date: 2025-02-03
NBIS [bullish]
Nebius Group N.V.
+137.95%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
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
$34.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
value
Idea Brunch with Ryan O'Connor of Crossroads Capital - Nebius Group N.V.
NBIS: Ex-Yandex assets trading near liquidation value. AI-focused with autonomous driving, HPC data center, and software. DeepSeek news boosting GPU pricing/utilization. Evolving into open-source AI platform. Misunderstood by legacy holders, undervalued with high growth potential and increasing margins.
Read full article (2 min)