Professional
Added to YB: 2026-08-18
Pitch date: 2026-08-15
NBIS [neutral]
Nebius Group N.V.
-31.93%
current return
Author Info
No bio for this author
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
$57.6B
Pitch Price
$276.78
Price Target
N/A
Dividend
N/A
EV/EBITDA
133.63
P/E
1.3K
EV/Sales
44.08
Sector
Software
Category
growth
Crossroads Capital Portfolio Holding: Nebius Group N.V.
NBIS (holding update): AI infra platform carved out of Yandex, now w/ ~$46B committed contracts from Microsoft/Meta, Nvidia $2B stake. Q2 rev $582M, 50% adj EBITDA margin. Meta deal $27B/5yr. Deals clearing $20-25M/MW vs $12M guide floor; short-duration at $40-50M. 5GW power target, 75%+ owned. New asset-light model. Nasdaq 100 added.
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