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Nebius ‘poised to be the next AI Wall Street darling,’ Citron Research says
The Fly

Nebius ‘poised to be the next AI Wall Street darling,’ Citron Research says

Citron Research stated in a post to X: “Citron pounding the table that $NBIS is poised to be the next AI Wall Street darling. A sleeper with no analyst coverage yet, the market hasn’t caught on to its massive potential-or its undervaluation vs. CoreWeave. If it trades at a 50% discount to Coreweave multiple that puts $NBIS at $60 (napkin math) CEO Arkady Volozh is the real deal. $NVDA’s investment was not out of the blue, they have known the company for a decade and were waiting for complete divesture. So much optionality in so many different ways. Fortress balance sheet.”

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