NebiusValuation


  • Nebius Is Priced Like a Winner — But It Hasn’t Won Yet

    Nebius Is Priced Like a Winner — But It Hasn’t Won Yet

    $88 a share. Nearly $25B market cap. And still losing money. NBIS — Nebius Group — is the latest AI infrastructure darling that investors can’t seem to quit. On paper, it looks like a rocket ship: revenue up more than 300% year over year, headline-grabbing multibillion-dollar contracts with Microsoft and Meta, and a narrative that…