markets · · seekingalpha.com
Nebius Is Poised To Feast On The CoreWeave Rout
Nebius is recommended as a 'Strong Buy' and overweight due to its prudent capital allocation and stable growth amid CoreWeave's debt-driven turmoil. NBIS's CapEx plan is 39% smaller than CoreWeave's at the midpoint, supporting a more sustainable balance sheet and attracting risk-averse investors. NBIS trades at a 3.7x forward P/S ratio, well below its 3-year average of 9.4x, presenting a compelling valuation opportunity.
Nebius is recommended as a 'Strong Buy' and overweight due to its prudent capital allocation and stable growth amid CoreWeave's debt-driven turmoil. NBIS's CapEx plan is 39% smaller than CoreWeave's at the midpoint, supporting a more sustainable balance sheet and attracting risk-averse investors. NBIS trades at a 3.7x forward P/S ratio, well below its 3-year average of 9.4x, presenting a compelling valuation opportunity.
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