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# Nebius: Strong R&D And Technology Legacy Applied To New Growth Markets (Archive)
- URL: https://www.huntingalphas.com/nebius-strong-r-d-and-technology-legacy-applied-to-new-growth-markets-archive/
- Published: 2025-01-16T15:20:00.000Z
- Updated: 2026-02-28T09:27:29.000Z
- Description: Nebius is redeploying elite Yandex engineering to build a high-growth AI infrastructure platform.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, Tech, NBIS

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Nebius Group is a former Russian mega tech company (Yandex) starting over after severing all ties to Russia.
- Nebius' management and R&D teams have a strong right-to-win in the data center infrastructure markets they are targeting.
- Nebius' core business is expected to expand rapidly in FY25, driven by growth in customer accounts and data center capacity expansions.
- 1-yr fwd EV/Revenue valuations are attractive vs peers, especially pure-play competitors. Relative technicals vs SPX500 are also bullish.
- Much of the leadership team including the CEO comes from the former Russian company. But I don't have many doubts about their alignment toward minority shareholders.

Read the full article [here](https://seekingalpha.com/article/4749932-nebius-strong-r-and-d-and-technology-legacy-applied-to-new-growth-markets?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*