Nebius (NL) shares
Investment Thesis
NBIS represents a compelling value opportunity after a 24% pullback, trading at attractive valuations despite securing major contracts including Meta's $2.9B GPU infrastructure deal. With analyst consensus price target of $164 (73% upside), strong execution in AI infrastructure, and highest ARR projections in the sector at a lower forward P/S ratio, the recent correction creates an asymmetric risk/reward entry point.
Why It May Work
Why It May Not Work
Timeline
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