Nebius: Wall Street Is Watching The Wrong Number

Infinity Curve 925 Followers Follow Summary Nebius targets $3.0-$3.4 billion in 2026 revenue and a $7-$9 billion exit run rate as AI capacity expands. Connected power could reach 800 MW-1 GW by year-end, while contracted power targets have increased substantially to 5 GW. Customer prepayments may exceed $9 billion in 2026, with recent contracts covering roughly 50%-60% of associated infrastructure CapEx. At roughly $226, valuation increasingly depends on 2027 execution, capacity monetization, durable pricing, and expansion without excessive shareholder dilution. Oselote/iStock via Getty Images Introduction The recent stock pullback in Nebius Group N.V. ( NBIS ), in my opinion, presents a great buy entry point for those who would like to invest in the firm for its secular growth This article was written by Infinity Curve 925 Followers Follow I began investing early, inspired by the strategies of legendary investors like Warren Buffett, Peter Lynch, and Howard Marks. What started as a personal interest quickly became a disciplined, research-driven pursuit of long-term value and strategic growth. Over the years, I've developed a fundamental, bottom-up investing approach, with a keen focus on market psychology, business durability, and valuation discipline. While I study multiple sectors, I specialize in tech, particularly underappreciated or contrarian plays in software, semiconductors, and emerging innovation. I’m drawn to companies with scalable models, durable moats, and misunderstood narratives. I look for value the market hasn’t fully priced in and prefer digging through overlooked names with long-term potential rather than chasing trends. Through my research at Infinity Curve, I explore how investing success rarely follows a straight line, it's a nonlinear process shaped by cycles, feedback loops, and constant recalibration. Analyst’s Disclosure: I/we have a beneficial long position in the shares of NBIS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.