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Posted on 10/8/25 at 7:24 am to bayoubengals88
quote:
"In the context of $NBIS' recent share price move and continued positive AI commentary, we updated our bull-bear scenario analysis and continue to see a positive 4x risk-reward skew going forward. Additionally, we are raising our revenue and EBITDA estimates for 2026–2030 to reflect a more constructive AI demand backdrop, consistent with the positive revisions to our global team's GS Global Server TAM estimates. In this context, we note that our colleagues have upgraded the GS Server TAM to reflect stronger-than-expected AI server demand growth. Their latest estimates are now 19% and 28% higher for 2025E and 2026E, respectively.
Positive commentary from the AI ecosystem suggests robust demand for AI infrastructure, where we see NBIS as favourably positioned to benefit."
Posted on 10/8/25 at 7:26 am to astonvilla
quote:
i believe its 2030 but not sure
Don't think so. Price Targets typically range from 12-18 months out. If they hit the 2030 revenue targets given on the graph for base, the stock would be over $300
This will also be revised again after earnings, bet
This post was edited on 10/8/25 at 7:54 am
Posted on 10/8/25 at 8:01 am to IT_Dawg
thanks for the clarification.
Posted on 10/8/25 at 8:17 am to astonvilla
quote:
thanks for the clarification.
Think of it this way, and by no means is it an exact science, but once a company becomes established and profitable, particularly ARR type companies, you can assume the market cap of a stock is roughly 8-10x annual revenues. Divide that number by outstanding shares (appx 300M for NBIS) and you get the stock price.
Obviously there are a LOT of other variables, but just a rough estimate there
This post was edited on 10/8/25 at 8:19 am
Posted on 10/8/25 at 8:25 am to IT_Dawg
What are the good and bad case scenarios for earnings? Forward guidance should carry this sucker but are there any potential negatives if everything remains as is and no new contracts announced on or before earnings (unlikely).
Posted on 10/8/25 at 8:33 am to LChama
Let’s Go!!!!
Posted on 10/8/25 at 8:43 am to AuBeerStud
TD SYNNEX Partners with Nebius (NBIS) to Bring the High-Performance AI Cloud to IT Ecosystem
Posted on 10/8/25 at 8:43 am to bayoubengals88
quote:
This feels like an ALL IN type of moment.
Posted on 10/8/25 at 8:45 am to Jax-Tiger
quote:
TD SYNNEX Partners with Nebius (NBIS) to Bring the High-Performance AI Cloud to IT Ecosystem
This was announced early last week. I’ll be on the conference call today and report back
Posted on 10/8/25 at 8:47 am to Jax-Tiger
TD SYNNEX Partners with Nebius to Bring the High-Performance AI Cloud to IT Ecosystem
FREMONT, Calif. & CLEARWATER, Fla.--(BUSINESS WIRE)-- TD SYNNEX (NYSE: SNX) announces the launch of its AI Infrastructure-as-a-Service (AI IaaS) offering in North America, enabling TD SYNNEX partners to deliver advanced, secure, and cost-optimized AI solutions without the upfront burden of hardware investment. This is made possible through a new partnership with Nebius (NASDAQ: NBIS), an AI cloud service provider that delivers cost-efficient, full-stack AI cloud combining hyperscaler flexibility with supercomputer performance.
With demand for artificial intelligence surging across industries, TD SYNNEX now equips partners with access to Nebius AI Cloud, built to meet the demands of modern AI workloads with speed, reliability, security, and interoperability. The AI IaaS offering enhances TD SYNNEX’s Destination AI program, giving partners of all sizes the tools to scale proofs of concept into enterprise-grade solutions tailored for analytics, machine learning, and advanced research — all while leveraging purpose-built infrastructure built with the NVIDIA accelerated computing platform and vertically integrated with software that supports both training and inference workloads.
“As artificial intelligence continues to transform industries, our partners need infrastructure that allows them to innovate with speed and efficiency,” said Francisco Criado, SVP, Cloud, Security and AI at TD SYNNEX. “Launching AI IaaS with an industry leader like Nebius helps us democratize the modern AI market and delivers the flexibility, scale, and cost advantages partners need to help enterprises realize the full potential of AI.”
TD SYNNEX’s AI IaaS service provides direct access to NVIDIA GPUs on Nebius infrastructure, with transparent, flat-rate pricing and advanced scale-up and scale-out compute fabric performance through NVIDIA Quantum-X800 InfiniBand and NVIDIA NVLink for large-scale training and inference.
Key advantages for TD SYNNEX partners include:
Rapid access to new-generation GPU hardware – Provision AI infrastructure in hours, not weeks, to accelerate customer adoption and new AI and cloud revenue streams.
Lower capital expenditures and predictable operational costs – Eliminate upfront hardware investment while providing cost savings and budget stability through reserved instances.
High performance with lower total cost – Deliver performance beyond standard cloud benchmarks without the expense of building and maintaining infrastructure, plus built-in compliance, security, and sustainability.
Flexible reserved-instance options – Meet customer needs by securing GPU capacity in advance to balance cost savings and workload flexibility.
Potential for double digit margin – Dedicated partner enablement including training, marketing resources, and technical support to capture AI opportunities confidently.
Latest NVIDIA Blackwell GPU capacity available – Nebius offers capacity today with NVIDIA HGX B200, and is adding NVIDIA HGX B300 and NVIDIA GB300 NVL72 systems, bringing the next level of compute performance for training and inference without on-premises build-out.
Nebius, a Reference Platform NVIDIA Cloud Partner, delivers infrastructure and services to accelerate the full AI pipeline — from foundational model builders to enterprise solutions — complementing TD SYNNEX’s model of serving a wide, tiered partner ecosystem. Nebius’s flexible, enterprise-grade AI infrastructure equips partners to build and deploy AI solutions tailored to a wide range of industry use cases and gives customers access to the latest NVIDIA GPUs to accelerate their AI projects and investments.
“Partners today need AI infrastructure that is both powerful and practical,” said Laurelle Roseman, Global VP of Partnerships at Nebius. “Through our collaboration with TD SYNNEX, we’re making next-generation GPU capacity accessible with flexible pricing, enterprise-grade reliability, and dedicated enablement, so partners can bring AI solutions to market faster and with greater confidence.”
TD SYNNEX plans to add more AI IaaS offerings over the coming months. For more information, visit www.nebius.com or contact your TD SYNNEX representative or contact data-iot@tdsynnex.com.
About TD SYNNEX
TD SYNNEX (NYSE: SNX) is a leading global distributor and solutions aggregator for the IT ecosystem. We’re an innovative partner helping more than 150,000 customers in 100+ countries to maximize the value of technology investments, demonstrate business outcomes and unlock growth opportunities. Headquartered in Clearwater, Florida, and Fremont, California, TD SYNNEX’s 23,000 co-workers are dedicated to uniting compelling IT products, services and solutions from 2,500+ best-in-class technology vendors. Our edge-to-cloud portfolio is anchored in some of the highest-growth technology segments including cloud, cybersecurity, big data/analytics, AI, IoT, mobility and everything as a service. TD SYNNEX is committed to serving customers and communities, and we believe we can have a positive impact on our people and our planet, intentionally acting as a respected corporate citizen. We aspire to be a diverse and inclusive employer of choice for talent across the IT ecosystem. For more information, visit www.TDSYNNEX.com or follow us on LinkedIn, Facebook and Instagram.
FREMONT, Calif. & CLEARWATER, Fla.--(BUSINESS WIRE)-- TD SYNNEX (NYSE: SNX) announces the launch of its AI Infrastructure-as-a-Service (AI IaaS) offering in North America, enabling TD SYNNEX partners to deliver advanced, secure, and cost-optimized AI solutions without the upfront burden of hardware investment. This is made possible through a new partnership with Nebius (NASDAQ: NBIS), an AI cloud service provider that delivers cost-efficient, full-stack AI cloud combining hyperscaler flexibility with supercomputer performance.
With demand for artificial intelligence surging across industries, TD SYNNEX now equips partners with access to Nebius AI Cloud, built to meet the demands of modern AI workloads with speed, reliability, security, and interoperability. The AI IaaS offering enhances TD SYNNEX’s Destination AI program, giving partners of all sizes the tools to scale proofs of concept into enterprise-grade solutions tailored for analytics, machine learning, and advanced research — all while leveraging purpose-built infrastructure built with the NVIDIA accelerated computing platform and vertically integrated with software that supports both training and inference workloads.
“As artificial intelligence continues to transform industries, our partners need infrastructure that allows them to innovate with speed and efficiency,” said Francisco Criado, SVP, Cloud, Security and AI at TD SYNNEX. “Launching AI IaaS with an industry leader like Nebius helps us democratize the modern AI market and delivers the flexibility, scale, and cost advantages partners need to help enterprises realize the full potential of AI.”
TD SYNNEX’s AI IaaS service provides direct access to NVIDIA GPUs on Nebius infrastructure, with transparent, flat-rate pricing and advanced scale-up and scale-out compute fabric performance through NVIDIA Quantum-X800 InfiniBand and NVIDIA NVLink for large-scale training and inference.
Key advantages for TD SYNNEX partners include:
Rapid access to new-generation GPU hardware – Provision AI infrastructure in hours, not weeks, to accelerate customer adoption and new AI and cloud revenue streams.
Lower capital expenditures and predictable operational costs – Eliminate upfront hardware investment while providing cost savings and budget stability through reserved instances.
High performance with lower total cost – Deliver performance beyond standard cloud benchmarks without the expense of building and maintaining infrastructure, plus built-in compliance, security, and sustainability.
Flexible reserved-instance options – Meet customer needs by securing GPU capacity in advance to balance cost savings and workload flexibility.
Potential for double digit margin – Dedicated partner enablement including training, marketing resources, and technical support to capture AI opportunities confidently.
Latest NVIDIA Blackwell GPU capacity available – Nebius offers capacity today with NVIDIA HGX B200, and is adding NVIDIA HGX B300 and NVIDIA GB300 NVL72 systems, bringing the next level of compute performance for training and inference without on-premises build-out.
Nebius, a Reference Platform NVIDIA Cloud Partner, delivers infrastructure and services to accelerate the full AI pipeline — from foundational model builders to enterprise solutions — complementing TD SYNNEX’s model of serving a wide, tiered partner ecosystem. Nebius’s flexible, enterprise-grade AI infrastructure equips partners to build and deploy AI solutions tailored to a wide range of industry use cases and gives customers access to the latest NVIDIA GPUs to accelerate their AI projects and investments.
“Partners today need AI infrastructure that is both powerful and practical,” said Laurelle Roseman, Global VP of Partnerships at Nebius. “Through our collaboration with TD SYNNEX, we’re making next-generation GPU capacity accessible with flexible pricing, enterprise-grade reliability, and dedicated enablement, so partners can bring AI solutions to market faster and with greater confidence.”
TD SYNNEX plans to add more AI IaaS offerings over the coming months. For more information, visit www.nebius.com or contact your TD SYNNEX representative or contact data-iot@tdsynnex.com.
About TD SYNNEX
TD SYNNEX (NYSE: SNX) is a leading global distributor and solutions aggregator for the IT ecosystem. We’re an innovative partner helping more than 150,000 customers in 100+ countries to maximize the value of technology investments, demonstrate business outcomes and unlock growth opportunities. Headquartered in Clearwater, Florida, and Fremont, California, TD SYNNEX’s 23,000 co-workers are dedicated to uniting compelling IT products, services and solutions from 2,500+ best-in-class technology vendors. Our edge-to-cloud portfolio is anchored in some of the highest-growth technology segments including cloud, cybersecurity, big data/analytics, AI, IoT, mobility and everything as a service. TD SYNNEX is committed to serving customers and communities, and we believe we can have a positive impact on our people and our planet, intentionally acting as a respected corporate citizen. We aspire to be a diverse and inclusive employer of choice for talent across the IT ecosystem. For more information, visit www.TDSYNNEX.com or follow us on LinkedIn, Facebook and Instagram.
Posted on 10/8/25 at 8:52 am to bayoubengals88
Any idea how much this deal is worth?
Posted on 10/8/25 at 8:53 am to bayoubengals88
Dadgum. The pattern of starting hot out of the gate and then tanking is repeating itself. I liked the food ol' days (a week and a half ago) when it would start out slowly and ramp up all day...
Hopefully, the profit takers don't drive it down for long...
Hopefully, the profit takers don't drive it down for long...
Posted on 10/8/25 at 9:08 am to Covingtontiger77
quote:
Any idea how much this deal is worth?
It’s not a deal, but a partnership. TD Synnex is one of the largest IT Distributors in the world. Opening up Nebius IaaS on their marketplace gives many many more organizations another option to purchasing Nebius services.
Posted on 10/8/25 at 9:24 am to IT_Dawg
I can’t decide whether to be frustrated NBIS is flopping around at $120 or excited because it increases the possibility of a huge surprise at earnings.
Which I want to discuss when we get closer because that’s going to be an interesting choice in how to trade.
Which I want to discuss when we get closer because that’s going to be an interesting choice in how to trade.
Posted on 10/8/25 at 9:34 am to SquatchDawg
quote:
frustrated NBIS is flopping around at $120
Especially since it was at $135 just 2 days ago. That shows you how quickly things can change.
This it the one month anniversary of the MSFT deal. Think how fast things changed since then. Just thirty two days ago, we were frustrated because it was flopping around $60.
Posted on 10/8/25 at 10:03 am to Jax-Tiger
Its been 5 days since anybody posted a napkin pic…just sayin
Posted on 10/8/25 at 10:06 am to sonoma8
Posted on 10/8/25 at 10:22 am to SquatchDawg
Ridiculous price drop from the top again. Just makes absolutely no sense how we can be almost $7 off the high today and almost back to even on the GS news
Posted on 10/8/25 at 10:26 am to BCreed1
Can’t get too wrapped up in daily moves.
Put it in context.. NBIS thesis has started to play out.
It’s up 490% in 6 months. 85% over the past 30 days.
If you were in the name prior to Sept, you’ve made a banger of a return on the position. These moves aren’t the norm.
For those who are truly engaged for the long term you should hope for a short term slide in the stock price. I’d love to get another 100 at $100. But I doubt it will.
For the option traders, I get it. But caveat emptor there.
Put it in context.. NBIS thesis has started to play out.
It’s up 490% in 6 months. 85% over the past 30 days.
If you were in the name prior to Sept, you’ve made a banger of a return on the position. These moves aren’t the norm.
For those who are truly engaged for the long term you should hope for a short term slide in the stock price. I’d love to get another 100 at $100. But I doubt it will.
For the option traders, I get it. But caveat emptor there.
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