Nebius Group (NBIS) Wins Palantir Backing, Is The Valuation Already Pricing It In?
Simplywall·
- Palantir Technologies selected Nebius Group as its preferred sovereign AI infrastructure partner, integrating its compute and inference endpoints into Palantir's commercial customer perimeter.
- Nebius Group shares closed at US$ 212.19, experiencing a 1 month return down 23.6% and a 90 day return down 20%, alongside longer term momentum gains.
- Market valuations and analyses present mixed views, with some narratives estimating a fair value of US$ 280 per share based on projected growth, while others highlight high P/S multiples and valuation risks.
