We came across a Haussier thesis On Nebius Group NV (Nbis) on Sublack by Oliver | Mmmt Wealth. In this article, we will summarize the thesis of the Bulls on the Nbis. The action of Nebius Group NV (NBIS) was negotiated at $ 21.05 in April 7th.
A panoramic aerial view of a modern data center with high performance calculation.
Nebius (Nbis) has become an increasing star in the retail community, drawing attention to its ambitious objectives in the IA infrastructure space and its convincing evaluation. Currently evaluated at a corporate value of $ 2.7 billion, the NBIS plans to generate revenues of $ 500 to $ 700 million by 2025, which implies a multiple EV / sales before around 4.9x, still ahead of technological giants like Amazon and Google. However, the real opportunity lies in its long -term scalability. With the intention of deploying 240,000 GPU by 2028, the company should reach $ 3.5 to $ 4 billion in annual recurring income. Even by applying a margin of conservative ebitda of 20% and a multiple 10x EV / EBITDA, this would appreciate the only basic infrastructure activity at around 7 billion dollars, more than double the business value of today. This estimate does not even take into account the adjacent Nbis growth engines: Avride, Toloka, Tripleten and Clickhouse, which could together add the value of $ 2 to 3 billion. Despite a backdrop of the turbulent market, if the NBIS runs on its roadmap and meets analysts’ expectations, the stock seems considerably undervalued.
Nebius Group NV (Nbis) is not on our list 30 most popular stocks among hedge funds. According to our database, 66 hedge fund portfolios held NBI at the end of the fourth quarter which was 10 in the previous quarter. Although we recognize the risk and potential of NBIS as an investment, our conviction lies in the conviction that certain AI actions are more promising to provide higher yields and do it within a shorter period. If you are looking for a more promising AI actions than the NBIs but which is negotiated within 5 times its income, consult our report on the Stock ai the cheapest.
Read then: 8 Best actions of Large Douves to buy now And 30 most important AI stocks according to BlackRock.
Disclosure: None. This article was initially published by Insider Monkey.
