Why I’m Bullish on $NBIS for 2026 Despite a 36% Drawdown
Despite falling 36% from highs, I picked $NEBIUS(NBIS)$ as one of my Top 10 AI stocks for 2026!
- $7-9B 2026 ARR Target
- 2.5GW Contracted Power Target
- 0.8-1GW Connected Power Target
- Nebius trades 2-3X its 2026 ARR
I find this valuation attractive for a company poised to grow revenues with a 299% CAGR till 2027.
But most importantly, the execution of NBIS CEO Arkady Volozh has been incredible.
He worked tirelessly for 20 years to turn Yandex into Russia’s largest technology company, worth $30B. Then, Putin essentially forced him to sell all the lucrative Russian assets at a rock-bottom price because he spoke out openly against the War in Ukraine.
Arkady could have ridden off in the sunset and lived out his days in a Miami mansion with 100 Instagram models.
Instead, he chose to use those funds to reinvent himself and the company into an AI infrastructure juggernaut.
Let’s also note that he is 61 years old!
How many 60-year-olds reinvent themselves and build a potential $100B+ start-up in just a few years, almost from nothing? This incredible execution, dedication to his craft, and focus on the future of technology deserve incredible respect.
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- iBuy_uSell·18:18I,m stucked 100@$115, life sucksLikeReport