NBIS

Nebius Group N.V.

Technology · $57.3B market cap

Verdict

Share price

$242.81

close of Oct 3, 2026

Fair value

$57.98

Sticker Price

Payback Price

$23.19

buy price

Overpriced

NBIS is Overpriced: at $242.81 it trades 319% above its fair value of $57.98. Its buy price (Payback Price) is $23.19, 90% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

4 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth26.5% a year✓
Equity per share growth12.7% a year✓
Sales growth23.6% a year✓
Free cash flow growth15.0% a year✓
Return on invested capital-8.3%✗

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Insider activity

Since Sep 1, 2026: no open-market purchases, 1 sale worth $92K and 8 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Other filings

About Nebius Group N.V.

Nebius Group N.V. is a technology company dedicated to developing comprehensive infrastructure to serve the global artificial intelligence industry. Its operations encompass several key areas. Central to its mission is Nebius, an AI-focused cloud platform engineered to handle demanding AI workloads. This division constructs end-to-end AI infrastructure, featuring extensive GPU computing clusters, robust cloud…

Software - Application

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works