Revenue: $1.17B → $1.47B (+25.8% YOY)
Quarter ended 2026-07-31 vs quarter ended 2025-07-31
Revenue growth was led by subscriptions, supported by new customers and expanded sales to existing customers.
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Fundamentals & Valuation
Standardized financials, point-in-time valuation and evidence-bound explanations.
Data validated · Sep 24, 2026
Fundamental comparison basis
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Current Valuation & Fundamental Attention
3 companies
| Company | Regime | MODEL-IMPLIED GAP | Δ prior | Market cap | Model value | Revenue YoY | Op. Income YoY | Operating Cash Flow YoY | TTM EPS (P/E basis) | TTM P/E | ANALYSIS CONF. | QUARTER ENDED | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CCRWDCrowdStrike Holdings, Inc. | Standard DCF | -87.3% | -1.9% pp | $266.7B | $34B | +25.8% | Operating loss narrowed 68.5% | +59.3% | $0.036729 | 7,146× | HIGH | 2026-07-31 | |
| NNBISNebius Group N.V. | Growth-Stage DCF · Base | -79.6% | +1.8% pp | $65.1B | $13.2B | +454.0% | Operating loss widened 58.2% | Turned positive | $0.22 | 1,037×Proxy — Limited Confidence | LOW | 2026-06-30 | |
| AASMLASML Holding N.V. | Standard DCF | -70.8% | +0.8% pp | $665.3B | $194.5B | +21.3% | +29.7% | +127.8% | $31.37 | 55.3× | HIGH | 2026-06-28 |
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Valuation Gap Map
Basis: Latest Quarter YoYNegative gap means model-implied equity value is below current market capitalization.
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Latest Material Changes
Basis: Latest Quarter YoY
Revenue: $105.1M → $582.3M (+454.0% YOY)
Quarter ended 2026-06-30 vs quarter ended 2025-06-30
Revenue growth was driven by capacity scaling, supported by higher pricing and improved utilization in AI cloud.
Revenue: €7.69B → €9.33B (+21.3% YOY)
Quarter ended 2026-06-28 vs quarter ended 2025-06-29
No verifiable explanation is supplied for quarterly year-over-year revenue growth.
NBIS valuation is scenario-based.