Added to YB: 2024-11-26
Pitch date: 2024-11-25
NBIS [bullish]
Nebius Group N.V.
+194.99%
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
$17.2B
Pitch Price
$23.16
Price Target
39.49 (-45%)
Dividend
N/A
Sector
Software
Category
growth
Quick Idea: Nebius Group (NBIS US)
NBIS: AI infra leader w/ $2.3B cash, no debt. 20k GPUs, expanding to 95k. Q3 revenue doubled QoQ, 5x growth in 2025. $1B ARR by 2025. Ex-Yandex founder leading. CoreWeave IPO catalyst. Nebius AI alone with a $3.1B valuation using $155k/GPU. Risks: execution, competition in fast-growing AI market.
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