Added to YB: 2025-03-11
Pitch date: 2025-03-09
NBIS [bullish]
Nebius Group N.V.
+588.88%
current return
Author Info
Capitalist Letters simplifies investing and makes it understandable for everybody. Sign up for the newsletter.
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
$27.35
Price Target
36.00 (-81%)
Dividend
N/A
EV/EBITDA
133.63
P/E
1.3K
EV/Sales
44.08
Sector
Software
Category
growth
Nebius: Under The Radar AI Infrastructure Stock Poised For 600% Revenue Growth!
NBIS: AI-focused cloud provider, ex-Yandex assets. 6x revenue growth in 2024, ARR to hit $750M. Specializes in AI infrastructure, cost-effective vs peers. $2.5B cash, no debt. Ramping capacity 3x in 2024. Institutions taking notice. Conservative valuation suggests 27% upside. High-growth potential in $260B market by 2030.
Read full article (12 min)