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🔒 Members only- 2026.06.13📄 Investment memo
NBIS Nebius · 深度投资备忘录
买方机构级深度底稿：增长拆解、合约 backlog、现金流质量、DCF/情景定价与可比估值——NBIS 在 $229 价位的完整决策依据，附可下载财务模型。
Read memo→ - 2026.06.13📊 Model · .xlsx download
Nebius (NBIS): Financial Model — Assumptions, DCF, and Scenario Pricing
Download the Nebius (NBIS) financial model: core assumptions, forecasts, DCF/scenario target prices — a quant modeling spreadsheet for members to download and tweak.
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Coverage Timeline2
Following since 2025.06- 20252025.09.092 min
Nebius Surges 50% on $19.4B Microsoft Deal, Revenue Set to Skyrocket
Earlier I gave a brief earnings overview of NBIS, an AI infrastructure leader with diversified business, to introduce the company.
- 2025.06.263 min
NBIS Q1 2025: AI Infrastructure Leads, Diversified Bets Grow
NBIS, an AI infrastructure company, reported Q1 2025 revenue of $55.3M (+385% YoY) and ARR of $249M (+684%). Core GPU cloud business drives growth, while Toloka, TripleTen, and Avride show promise. Losses persist due to heavy CapEx.
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