NBIS: Still Massive Potential Here!

OguzO Capitalist
08-07

$NEBIUS(NBIS)$ 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.

ImageImage

For whom haven't open CBA can know more from below:

🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!

Find out more here:

AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment
39