Nebius Group NV (NAS:NBIS)
$ 166.32 -21.55 (-11.47%) Market Cap: 42.23 Bil Enterprise Value: 42.43 Bil PE Ratio: 54.64 PB Ratio: 5.83 GF Score: 47/100

Nebius Group NV at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 04, 2026 / 03:45PM GMT
Release Date Price: $97.78 (+12.65%)
Josh Baer
Morgan Stanley - Analyst

All right. Before we get started, for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your sales representative.

My name is Josh Baer, software analyst here at Morgan Stanley. We are thrilled to have the Nebius leadership team here today or part of it, Arkady Volozh and Marc Boroditsky. Thank you so much for joining us.

Arkady Volozh
Nebius Group NV - Chief Executive Officer, Executive Director

Thank you.

Marc Boroditsky
Nebius Group NV - Chief Revenue Officer

Thank you.

Questions & Answers

Josh Baer;Arkady
Morgan Stanley - Analyst

Maybe to start it off, Arkady, for those newer to the Nebius story, could you walk us through some of the history and what you're trying to build?

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