TRADE ALERT: Buy Nebius Group

Paying 8x this year’s sales is an attractive valuation for a business growing at over 250% CAGR, especially with strong backing from NVIDIA; price target $60 per share by summer 2026.

Investment Thesis

Nebius Group (NBIS), formerly Yandex, is a hyper-growth business. The business has completely sold its Russian assets and is now a Netherlands-based business, that is growing at a very rapid rate.

Do not get caught up on the fact that this used to be Russian, or the fact that it's not a US-based familiar name to deter you from investing here. This is a very attractive investment opportunity.

This business has the backing of Nvidia and other key players, and is a founder-led business, with a lot of skin in the game.

There's a lot to be excited about this opportunity and I see a price target of $60 by summer 2026.