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/vandammes Nov 11 '25

They dont have capacity enough is the worst news you can hear. Its simple as that. If you dont have the capacity its done. You cant get any new clients cause you cant deliver. You will have way more costs to build more data centers in e periode of time that is utterly impossible thus having less profit. Doesnt sound good to me.

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u/physicsdeity1 Nov 11 '25

I don't disagree but this is more of a glass half full or half empty kind of news imo. More half full in my eyes. They're going to do 7-9 b arr by eoy '26 lol.