Added to YB: 2025-02-10
Pitch date: 2025-02-07
NBIS [bullish]
Nebius Group N.V.
+177.24%
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
$38.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
-119.56
P/E
850.84
EV/Sales
48.86
Sector
Software
Category
growth
Show full summary:
Nebius Group (NBIS) vs. Cloud Titans: Can It Disrupt the AI Infrastructure Market?
NBIS: AI infrastructure platform spun off from Yandex. Q3 rev $43.3M (+70% QoQ), $2.3B cash. Investing $1B in EU expansion by 2025. $700M raised at $21/share. ARR $750M-$1B by 2025. Trading at 2x 2025 rev or 8 P/E (20% margin). Hidden assets valued at $3B. High growth potential.
Read full article (6 min)