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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
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