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Nebius在DA Davidson获得买入评级
2025-02-25 05:22
- Nebius (NASDAQ:NBIS) was initiated with Buy rating and $50 price target at DA Davidson on Monday after the artificial intelligence infrastructure company reported quarterly results last week.
- The company has emerged as "one of the first true alternatives" to hyperscale-dominated AI compute, analysts at the firm wrote in a note to clients. Nebius is taking advantage of the opportunity of companies like Amazon Web Services, Azure and Google Cloud Platform having "rigid" pricing and artificial supply constraints by offering dedicated AI compute, transparent pricing and scalable infrastructure, the analysts added.
- Based on a sum-of-the-parts valuation, the analysts said the core Nebius business is worth $6.9B, assuming $750M in 2025 revenue, while the net cash brings the enterprise value to roughly $12B. Eventually, AI compute demand will stabilize, but for now, Nebius is "structurally positioned" to absorb the long-term broad AI workloads.
- Shares closed down 3.5% on Monday.
More on Nebius Group
- Nebius Q4: $1 Billion ARR Is Only Half The Story
- Nebius Group Is Building An Inspiring Growth Story, But Risks Remain
- I Bought Nebius Group After Dumping My Microsoft Shares
- Nebius projects $750M-$1B ARR by December 2025 with expanded AI infrastructure
- Unity Software soars after Q4 beat, while Nebius tumbles
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