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Benzinga
27 days

Half Of Nebius' Value Is Hiding In Plain Sight — And Wall Street's Missing It

1. Nebius Group NV is undervalued in AI infrastructure market. 2. Company has $3.7 to $5.7 billion in hidden subsidiaries. 3. Nebius's core AI business valued between $7–9 billion. 4. Projected revenue growth of $750 million to $1 billion by 2025. 5. Market overlooks Nebius's substantial asset portfolio compared to riskier firms.

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FAQ

Why Bullish?

Nebius's low valuation relative to its assets suggests potential future growth. Historical stocks like Amazon benefited after being undervalued.

How important is it?

The article highlights Nebius's hidden value that could attract investor attention, affecting its market perception.

Why Long Term?

Given the expected revenue growth trajectory, long-term investors could see significant returns. Similar patterns were seen with tech companies over several years.

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