“Massive Update for Nebius Stock Investors | NBIS STock Analysis”
NBIS is upgraded to a buy, after a roughly 35% fall from above $209 to below $160 since the prior hold. Rental prices per megawatt have risen from about 10-15 million to 40 million with demand still exceeding constrained supply; a discounted cash flow shows a low valuation, and long-term debt of $10 billion is below a competitor's $51 billion. Only for high risk tolerance, among the riskiest investments you can buy.
Nebius Group is trying to differentiate itself from other modern cloud service providers, pointing out that its integrated offerings give it a competitive advantage and better profit margins.
Regardless, the company is classified in the same category as other cloud companies, which has led to a collapse in its stock price. Of course, October 14th was the last time I assessed the Nebios Group, and I warned investors at the time that although the price had fallen up to that date, it did not look like a buying opportunity.