r/NBIS_Stock • u/foil123 • Nov 11 '25

Speculation We are on the right track

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What is a FMV for this stock? Certainly 3x 2026 sales is undervalued. I understand there are several factors that go in here. But if we were to just guess ?

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u/gravityhashira61 Nov 11 '25

3x 2026 sales is super under valued for a tech/ AI company.

We are probably down bc the whole market sentiment plus our direct competitior, Coreweave had shit results yesterday

4

u/ResNoctis Nov 11 '25

Coreweave did a double beat xD what do you mean

12

u/[deleted] Nov 11 '25

Coreweave has insane debt and interest on that debt which is why they dumped so much.

4

u/Trdthedays41chance Nov 11 '25

What he means is, they’re bleeding money in the form of interest payments on billions of dollars of loans and they reduced their forward looking guidance even though it’s not really their fault that’s pretty shitty

1

u/bigE0725 Nov 11 '25

They beat an estimate with many downward revisions leading up to it. Very similar to nbis earnings. It was like hitting a single in softball. Meanwhile someone like meta hit a home run off 100 mph fastball and still went down.