NBIS
Nebius Group N.V.$247.49Communication Services · Internet Content & Information · Neocloud / AI 数据中心运营 · as of 2026-10-06
估值
PE TTM193.4
PE NTM (混合)–
Fwd PE (Yahoo +1y)-70.9
PEG NTM–
PEG (Yahoo)0.55
EV/EBITDA255.4
EV/Rev48.6
P/S49.7
FCF yield-14.3%
Fwd PE 自身分位n=0，样本不足
增长 / 质量
Revenue TTM1.4B
Rev growth (yoy q)454%
Earnings growth–
EPS +1y vs 0y–
Gross margin74%
Op margin-0%
Net margin3%
FCF / OCF-9.6B / 5.3B
Debt / Cash10.2B / 8.0B
Mkt cap / EV67.3B / 65.9B
共识 / 修正
Target mean283.6 (15%)
Rec mean (1=StrongBuy)1.80
SB/B/H/S2/6/1/1
Analysts19
+1y EPS up/down 30d1 / 1
+1y EPS chg 90d30%
Surprise avg 4q83.5%
Next earnings2026-11-10
FY end2026-12-31
价格 / 情绪
52w high / low299.9 / 73.5
vs 52w high-17%
Ret 1m / 3m9% / 27%
RS vs SPY 1m / 3m8% / 22%
Beta1.46
Short % float19.8%
Div yield0.00%
共识预期 (EPS / Revenue)
| Period | End | EPS avg | low–high | g | 90d ago | Up/Dn 30d | Rev avg | Rev g |
|---|---|---|---|---|---|---|---|---|
| 0q | 2026-09-30 | -1.40 | -2.67–-0.56 | -195% | -1.12 | 1/1 | 904M | 519% |
| +1q | 2026-12-31 | -2.01 | -3.63–-0.43 | -103% | -1.89 | 1/1 | 1.5B | 538% |
| 0y | 2026-12-31 | -2.28 | -6.41–0.49 | – | -1.98 | 1/1 | 3.3B | 530% |
| +1y | 2027-12-31 | -5.64 | -15.31–5.27 | -148% | -4.35 | 1/1 | 12.3B | 269% |
财报历史 (EPS actual vs estimate)
| Quarter | Actual | Estimate | Surprise |
|---|---|---|---|
| 2025-09-30 | -0.47 | -0.40 | -20.3% |
| 2025-12-31 | -0.99 | -0.60 | -63.1% |
| 2026-03-31 | 2.11 | -0.71 | 396.1% |
| 2026-06-30 | -0.68 | -0.86 | 21.2% |
价格（1 年）与 Forward PE 快照历史
Forward PE 历史区间：每日快照累积中（目前 1 天）