u/Fancy_Cattle_5914

Reddit r/wallstreetbets
· tracked since Sep 2026
Calls
1
Win Rate
100.0%
return
+1.6%
Calls 1 1 Posts tracked · 0.5/day
Calls
7d 1
30d 1
90d 1
Win Rate 100% Long 1 Short 0
Win Rate
7d
30d
90d
Average Return +1.6% Long Return +1.6% Short Return -
Average Return
7d
30d
90d
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Thesis
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Source
Long
Sep 16
$212.87
+1.6%
NBIS undervalued vs 2028 revenue projections
Author argues NBIS is expected to reach $25B in annual revenue/ARR by 2028, and even at a conservative 10x sales multiple that implies a $250B market cap (~$900/share before dilution). At the current 42x TTM sales multiple applied to $25B revenue, the stock would be worth roughly $1T (~$4,000/share), though the author acknowledges a 40x+ sales multiple in 2028 is extremely aggressive. A bonus catalyst is that NBIS is expected to be GAAP profitable in 2028. Main risk is that the aggressive multiple assumption may not hold.
NeoCloud
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u/Fancy_Cattle_5914 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: NBIS.

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