热门资讯> 正文
Nebius Group在Hedgeye推出了一个新的长创意
2025-01-14 01:53
- Nebius Group (NASDAQ:NBIS) was added as a new long idea at Hedgeye.
- The firm estimates that the Nebius (NASDAQ:NBIS) is undervalued by more than 40%, Hedgeye analyst Felix Wang wrote in a note on Monday.
- "The company currently has $2.2bn in cash with no debt," Wang wrote. "Despite modeling a slight leverage increase, we believe the company may achieve profitability in Q1 2026. With the continued GPU imbalance and expansion plans in both Europe and the U.S., we think NBIS has a great shot at becoming an AI high-flyer."
- Early last month investment firm Citron Research pounded the table on the artificial intelligence-focused technology firm and said CEO Arkady Volozh is "the real deal."
- Shares of Nebius (NASDAQ:NBIS) fell 2% on Monday.
More on Yandex
- Nebius Group: Keeping Bullish View After The Recent Growth
- Nebius: Lots Of Upside Levers
- Nebius' Valuation Update After Backing From Nvidia
- Nebius surges as Citron pounds the table, says CEO is 'the real deal'
- Nvidia among backers of Nebius $700M funding round
推荐文章
美股机会日报 | 停摆已达36天！美政府停摆时间创史上最长纪录；就业风向标“小非农”今晚公布
11月财报预告 | 明星科网股财报在即！英伟达、腾讯控股、京东等巨头将发财报，谁将带来惊喜？
遭马斯克粉丝威胁“销户”，嘉信理财决定投票支持其薪酬方案
Palantir CEO炮轰“大空头”：做空我们和英伟达“简直疯了”！
Tempus AI(TEM.US)Q3营收同比增84.7%超市场预期 净亏损8000万美元同比扩大5.5%
马斯克称特斯拉AI5芯片2027年才能量产，AI6要到2028年
AMD第三季度营收92.46亿美元 净利润同比增长61%
11月5日外盘头条：美国政府停摆追平纪录 IBM裁员数千人 比特币跌破10万美元 苹果拟推出低价笔记本电脑
风险及免责提示：以上内容仅代表作者的个人立场和观点，不代表华盛的任何立场，华盛亦无法证实上述内容的真实性、准确性和原创性。投资者在做出任何投资决定前，应结合自身情况，考虑投资产品的风险。必要时，请咨询专业投资顾问的意见。华盛不提供任何投资建议，对此亦不做任何承诺和保证。
