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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 11/14/25 at 9:00 am to Covingtontiger77
Posted on 11/14/25 at 9:00 am to Covingtontiger77
GS updates 12m price target
$155
$155
3
Posted on 11/14/25 at 9:07 am to LSUcam7
Hell of a link there to that.
Here’s one that I found
GS updates 12m price target
$2,500
See how easy that is
Here’s one that I found
GS updates 12m price target
$2,500
See how easy that is
Posted on 11/14/25 at 9:10 am to LSUcam7
Today is a day to pretend the market is closed and just don’t watch.
Posted on 11/14/25 at 9:12 am to Covingtontiger77
When you see the X posts and news that GS updated targets to exactly what I posted, then you’ll know.
I’ll refrain from trying to help feed real information.
For the record, GS did reduce 2026 revenue recognition and pushed those revenues into 2027 while still raising price target.
Also go frick yourself.
I’ll refrain from trying to help feed real information.
For the record, GS did reduce 2026 revenue recognition and pushed those revenues into 2027 while still raising price target.
Also go frick yourself.
This post was edited on 11/14/25 at 9:14 am
Posted on 11/14/25 at 9:13 am to LSUcam7
Appreciate the info lsucam7.. not sure why you are being badgered.
Posted on 11/14/25 at 9:14 am to LChama
Nice dead cat bounce this morning
Posted on 11/14/25 at 9:52 am to LSUcam7
quote:
Also go frick yourself.
Back at you buddy.
Touched a nerve I see by simply looking for you to link a story or GS paper in what you cited as fact.
Posted on 11/14/25 at 10:07 am to GeekedUp
quote:
I thought the slide was attributed to their widening losses and supply constraints (power, etc.). Market conditions certainly not helping.
Supply constraints are a bottleneck, but they are planning on bringing on over 250% MORE power than they reported last quarter, so that should be a positive, not a negative. If they were unable to expand at all because of energy constraints, that would be one thing, but they are raising ARR from $1.1B to $7-9B for 2026. That's pretty damn good.
Widening losses overall, but losses per share are down. NBIS is being very aggressive with capex, but doing it in a fiscally responsible way. CRWV took on too much debt, in my opinion and that is dragging NBIS a bit, as people assume that both companies are raising capital the same way. NBIS looks like they are taking a much faster pathway to profitability than CRWV and won't be spending most of their revenue on servicing debt.
Posted on 11/14/25 at 10:11 am to LSUcam7
quote:
I’ll refrain from trying to help feed real information.
Please don't refrain. We appreciate your input.
I think folks are just a bit on edge over this one. I remain optimistic and look forward to the next quarter.
Posted on 11/14/25 at 10:15 am to Jax-Tiger
UK & Israel deployments are long term should be key areas for Nebius.
Obviously US is where the game is, but both the UK/Israel have government interest & subsidies around developing out their own AI economies.
Not sure if other companies are following suit or if they are as globally focused. I really don’t follow CRWV, IREN etc.
Obviously US is where the game is, but both the UK/Israel have government interest & subsidies around developing out their own AI economies.
Not sure if other companies are following suit or if they are as globally focused. I really don’t follow CRWV, IREN etc.
Posted on 11/14/25 at 10:26 am to LSUcam7
Think they are doing the atm offering right now? Nbis is only data center play in the red
Posted on 11/14/25 at 10:33 am to Craft
Could be. But to my understanding the shares don’t hit the open market all at once.
NBIS SEC Filing (25M shares)
quote:
we may sell Class A shares covered by this prospectus supplement at any time and from time to time through the Sales Agents
NBIS SEC Filing (25M shares)
quote:
The Sales Agents will offer our Class A shares subject to the terms and conditions of the Sales
Agreement on a daily basis or as otherwise agreed upon by us and the Sales Agents.
We will designate the
maximum amount of Class A shares to be sold through the Sales Agents on a daily basis or otherwise
determine such maximum amount together with the Sales Agents.
Posted on 11/14/25 at 10:40 am to LSUcam7
quote:
Not sure if other companies are following suit or if they are as globally focused. I really don’t follow CRWV, IREN etc.
NBIS is based in Denmark, so it is natural they they have a bigger presence in Europe. I think tackling the UK and Israel markets seems to be a good strategy to try and differentiate themselves from what seems to be a flood of companies coming over from crypto mining to AI data centers.
NBIS is doing a good job of differentiating themselves, but we're still early in the game, and investors up to this point seem to base success on how many multi-billion dollar hyperscaler contracts you can secure.
Posted on 11/14/25 at 10:46 am to Jax-Tiger
I sold a few shares and took some gains. Probably will regret that later
Posted on 11/14/25 at 11:07 am to LSUcam7
quote:
we may sell Class A shares covered by this prospectus supplement at any time and from time to time through the Sales Agents
I don't think they want to sell those anytime, soon.
I think Arkady has until February 27th to sell 3.1 million shares. I think he has the incentive to see those shares go up in value. I would expect him to wait until after he has exercised those shares, too (at a price higher than todays, for sure).
Posted on 11/14/25 at 11:16 am to Jax-Tiger
quote:
I think Arkady has until February 27th to sell 3.1 million shares. I think he has the incentive to see those shares go up in value.
This is just one of many reasons I plan on seeing this through. He didn’t sell when we were at 142, so he must truly feel great things are on yhe horizon.
Of course he may wish he had excercised those options at 140- plus come late Feb. But we still have over three months to see if his logic was the right move. Time will tell
Posted on 11/14/25 at 12:24 pm to Jax-Tiger
quote:
Jax-Tiger
Good stuff my man. Thank you.
Need to decide on this, PLTR, or more NVDA
Posted on 11/14/25 at 12:57 pm to GeekedUp
Loading Twitter/X Embed...
If tweet fails to load, click here.This post was edited on 11/14/25 at 1:12 pm
Posted on 11/14/25 at 1:45 pm to LSUcam7
So it’s legit GS PT of $155? If so, I feel dumb for selling.
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