Half Of Nebius' Value Is Hiding In Plain Sight — And Wall Street's Missing It
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Nebius Group NV (NBIS) is undervalued in the AI infrastructure sector, with a market cap of $12 billion. Analysts estimate its subsidiaries are worth $3.7 to $5.7 billion, including stakes in ClickHouse, Toloka, and Avride. Stripping these values reveals investors are paying only $7–9 billion for Nebius's core business, projected to generate $750 million to $1 billion in annual recurring revenue by 2025. Despite its asset-rich, debt-free status, Wall Street overlooks Nebius, favoring riskier AI investments. This presents a unique opportunity for investors to acquire growth at a discount.
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Source: Benzinga The copyright of this article belongs to the original author/organization.
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