$NEBIUS(NBIS)$ destroyed expectations and now going vertical pre-market:
Revenue of $105.1M vs. $101.2M Est.✅
Adj. EBITDA of -$21M vs. -$59.6M Est. ✅
They also raised the bottom end of full year guidence to $900M from $700M!
It’s just beginning.
Management announced that they are on schedule to reach 1GW capacity in 2026.
Assuming 70% utilization rate, it’ll achieve $7 billion revenue.
At 5x sales, we have a $35 billion company.
It’s valued at just $15 billion now…
Still a massive potential ahead.
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