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Nebius: Why ARR Per MW Signals A $100B+ EV Upside
Seeking Alpha·2025-08-13 01:05

In our Q2 preview, we projected Nebius’ (NASDAQ: NBIS ) ARR to exit the quarter between 372and372 and 403 million , up from 310millioninApril.Q2sactual310 million in April. Q2’s actual 405 million ARR not only hit the top end, it surpassed it. This validates ourHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. ...