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NBIS trading at approximately 1x 2027 exit ARR, Jonah Lupton notes

NBIS trading at approximately 1x 2027 exit ARR, Jonah Lupton notes
NBIS viewed as undervalued with Clickhouse upside

NBIS is currently trading at roughly 1x its projected 2027 exit annual recurring revenue, and buyers also receive a 25% stake in Clickhouse, according to a view shared by Jonah Lupton, who identifies as an investor and market commentator. Lupton adds that there is a possibility the equity stake in Clickhouse could be worth $15 billion or more in the next 2–3 years, which recently stood at about half of NBIS's market capitalization at its lows last week. He described NBIS as 'ridiculously undervalued.'

Lupton has previously commented on other technology sector deals. He reported when MRVL declined 12% on LITE acquisition rumors, taking its valuation below 30x CY2027 EPS levels, according to a prior article. In another update, he noted MRVL’s all-stock agreement to acquire LITE for $115 billion, a premium of about 50% over LITE’s most recent market cap in a separate report.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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