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Posted by
Two Blokes Jun 30 -
Filed in
Stock
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8 views
Nebius Group is riding explosive AI infrastructure demand, posting 385% YoY sales growth and targeting $1B annual recurring revenue this year. Despite current losses, Nebius has a clear path to EBIT profitability and aims for 20-30% EBIT margins, supporting a strong re-rating potential. Valuation is justified by Nebius' faster growth, versus peers like Nvidia, with a 10-12x 2026e sales multiple reflecting its intrinsic value.
