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Back to Ideas
NBIS LONG

Nebius (NL) shares

Completed
Progress to Target
Current
Entry
$97.92
Target
$135.00
Stop Loss
$85.00
Potential
R/R

Investment Thesis

NBIS presents a compelling value opportunity at $97.92, trading significantly below the new Compass Point $150 price target (54% upside) and at under 2.8x forward P/S—well below neocloud peers. The recent $275M Tavily acquisition demonstrates strategic expansion into agentic AI infrastructure, while the -9% pullback creates an attractive entry point for a company with $22.4B in contracted revenue visibility from Microsoft and Meta.

Why It May Work

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