Added to YB: 2026-10-08
Pitch date: 2026-10-05
NBIS [neutral]
Nebius Group N.V.
-20.58%
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 United States, the United Kingdom, and internationally.
Market Cap
$57.6B
Pitch Price
$237.22
Price Target
228.10 (+21%)
Dividend
N/A
EV/EBITDA
133.63
P/E
1.3K
EV/Sales
44.08
Sector
Software
Category
growth
Nebius Watch #14: AIB deal, Inferize and an updated valuation
NBIS (monitor): Nebius’s 50 MW AIB lease could generate about $1B annually at $20M per MW, but raises forecast 2027 capex 4.5% to $44.3B and financing needs through 2029 by $854M. Inferize may improve Token Factory economics, though its performance lacks independent verification and the business discloses no financials. Updated fair value is $228.10 per share, 5.7% below the latest close, supporting continued observation without a position.
Read full article (5 min)