$NBIS POST-EARNING THOUGHTS

The headline numbers were obviously strong with revenue growing 684% YoY to $399M, EBITDA flipping to positive $130M from a $54M loss last year, and the company ending the quarter with ~$9B of cash. The real reason the stock is high is that Nebius showed the market three things at once: demand is accelerating, pricing […]

Please sign in to view this content or register here.

More Like This

THOUGHTS ON $NBIS + $NVDA DEAL

OUR $NBIS POST-EARNING THOUGHTS

Our Top 5 AI Utility Names

Rate your experience