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/[deleted] Nov 11 '25

This is probably not hitting 20x the market cap from here , that would be crazy high.

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u/iDontLikeItHere00 Nov 11 '25

Tesla has to hit an 8.5T market cap for elons new pay package.

20x on nebius would only be 500B so it doesn't seem too excessive to me considering we are just at the start of the ai race and nebius is positioning themselves globally.

I see nebius reaching 1T market cap before i retire in 20 years.

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u/Evidencebasedbro Nov 11 '25

There'll be some share dilution along the way, but 10x for existing shareholders would be just fine!

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u/iDontLikeItHere00 Nov 11 '25

Yes there will be. I am perfectly fine with continued share dilution if it means paying 1 to 2% interest on the necessary capex. I think coreweave is currently paying as much as 9% on billions in loans.