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From Microsoft to Nvidia to Meta: Why did Nebius (NBIS.US) win the "money vote" from the three tech giants?

From Microsoft to Nvidia to Meta: Why did Nebius (NBIS.US) win the "money vote" from the three tech giants?

老虎证券老虎证券2026/03/18 08:18
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Nebius management demonstrates rigorous execution, fulfilling capacity commitments on schedule and setting realistic expectations for AI infrastructure growth. The recently announced bond issuance, while increasing risk, is necessary for Nebius to accelerate revenue growth to 250% by 2027 (surpassing the market expectation of 186%). Currently, the stock is valued at only about 10 times projected 2026 revenue. As revenue growth accelerates, the valuation multiple is expected to expand. Financial analyst Uttam Dey strongly recommends the stock, reaffirming a "Strong Buy" rating.
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