Nebius Group (NBIS) Aktievy
Nebius Group N.V. är ett teknikföretag som bygger fullstack-infrastruktur för att betjäna den globala AI-industrin i USA, Storbritannien och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 0/6 |
| Framtida tillväxt | 5/6 |
| Tidigare resultat | 1/6 |
| Finansiell hälsa | 3/6 |
| Utdelningar | 0/6 |
NBIS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$45.62
FV
402.4% övervärderad intrinsisk rabatt17.00%
Revenue growth p.a.
1.6k
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Nebius Group N.V. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$229.18 |
| 52 veckors högsta | US$299.86 |
| 52 veckors lägsta | US$43.89 |
| Beta | 1.43 |
| 1 månads förändring | -13.36% |
| 3 månaders förändring | 110.60% |
| 1 års förändring | 358.64% |
| 3 års förändring | n/a |
| 5 års förändring | 219.06% |
| Förändring sedan börsintroduktionen | 490.06% |
Senaste nyheter och uppdateringar
Seeking Alpha • Jun 30
Nebius: A Bigger Question Behind The Growth
Summary Nebius is pursuing hyperscaler contracts at low or negative margins to fund global network buildout, aiming to become a public cloud hyperscaler. NBIS's Q1'26 revenue surged to $399M, driven by Meta and Microsoft contracts, but margins remain weak when including depreciation and product development costs. Management targets medium-term EBIT margins of 20–30%+ via a pivot to value-added AI cloud services, but current profitability is elusive and competition is intense. I maintain a Hold rating, as NBIS appears fully valued even under optimistic margin and growth scenarios, with significant execution and competitive risks. Read the full article on Seeking Alpha
Uppdatering av berättelse • Jun 17
NBIS: Contracted AI Megadeals And Heavy Spending Will Pressure Future Returns
Nebius Group's analyst fair value estimate has been lifted from $85.00 to $120.00, as analysts point to higher price targets driven by stronger compute demand, a more valuable software stack, and recent quarters that they describe as clean with solid demand signals. Analyst Commentary Recent research on Nebius Group highlights a mix of enthusiasm around the business model and growing compute demand, alongside a more restrained view on how much upside the current Nebius stock valuation offers in the near term.Recent updates
Seeking Alpha • Jun 30
Nebius: A Bigger Question Behind The Growth
Summary Nebius is pursuing hyperscaler contracts at low or negative margins to fund global network buildout, aiming to become a public cloud hyperscaler. NBIS's Q1'26 revenue surged to $399M, driven by Meta and Microsoft contracts, but margins remain weak when including depreciation and product development costs. Management targets medium-term EBIT margins of 20–30%+ via a pivot to value-added AI cloud services, but current profitability is elusive and competition is intense. I maintain a Hold rating, as NBIS appears fully valued even under optimistic margin and growth scenarios, with significant execution and competitive risks. Read the full article on Seeking AlphaUppdatering av berättelse • Jun 17
NBIS: Contracted AI Megadeals And Heavy Spending Will Pressure Future Returns
Nebius Group's analyst fair value estimate has been lifted from $85.00 to $120.00, as analysts point to higher price targets driven by stronger compute demand, a more valuable software stack, and recent quarters that they describe as clean with solid demand signals. Analyst Commentary Recent research on Nebius Group highlights a mix of enthusiasm around the business model and growing compute demand, alongside a more restrained view on how much upside the current Nebius stock valuation offers in the near term.
Uppdatering av berättelse • Jun 03
NBIS: Meta AI Deals And Power Buildout Will Drive Measured Future Upside
Nebius Group's analyst price target has been lifted from $165.85 to $238.86, supported by recent research citing strong Q1 execution, rising contracted power, and higher GPU driven demand, even as some analysts highlight a rich valuation and move to Neutral stances. Analyst Commentary Recent research on Nebius Group presents a mixed picture, with bullish analysts highlighting contract wins, AI exposure, and power capacity growth, while more cautious voices point to valuation and execution risks.
Uppdatering av berättelse • May 15
NBIS: Meta AI Megadeal And Nvidia Backing Will Support Future Capacity
Analysts have increased the Nebius Group fair value estimate from $270.06 to $291.00, citing recent price target revisions across the Street that are tied to stronger demand signals, higher GPU pricing, and improved profitability expectations. Analyst Commentary Recent research points to a cluster of higher valuation targets on Nebius Group, with bullish analysts largely tying their revisions to stronger demand signals, higher GPU pricing, large contract wins, and improving profitability metrics.Uppdatering av berättelse • Apr 30
NBIS: Contract Concentration And Rising Debt Load Will Pressure Future Returns
The analyst fair value estimate for Nebius Group has been raised from $70 to $85. Analysts cite updated revenue growth assumptions, a slightly lower discount rate, broadly similar margin expectations, and a lower future P/E multiple to justify the new price target.Uppdatering av berättelse • Apr 16
NBIS: Meta AI Contracts And Nvidia Partnership Will Support Future Capacity Expansion
The Nebius Group analyst price target has been reset modestly lower, with fair value now at $270.06. Analysts are adjusting their models for updated growth, profitability and P/E assumptions following a mix of recent target hikes and downgrades across the Street.Uppdatering av berättelse • Apr 01
NBIS: Meta AI Contract Will Drive Long Term Capacity Expansion
Analysts lifted the Nebius Group price target to about $166 from roughly $159, citing updated forecasts for higher profit margins and a lower future P/E multiple supported by recent long term AI infrastructure contracts with large customers such as Meta and Microsoft. Analyst Commentary Street research on Nebius Group has been active, with several firms updating views and targets following new AI infrastructure contracts and recent earnings.Uppdatering av berättelse • Mar 18
NBIS: Meta AI Infrastructure Contracts Will Support Future Capacity Expansion
The analyst price target for Nebius Group has increased to $278.70, with analysts citing large new AI infrastructure contracts with Meta and ongoing Buy initiations as key reasons for the reassessment. Analyst Commentary Bullish analysts are framing Nebius as a key AI infrastructure player, with recent research tying higher price targets to large, long-term cloud and AI contracts as well as expanding analyst coverage.Uppdatering av berättelse • Mar 04
NBIS: Debt Funding And Contract Concentration Will Pressure Future Share Price
Analysts have raised their Nebius Group price targets, including one increase to $232 from $211, citing higher long term revenue assumptions and a lower future P/E multiple, while fair value in this model remains at $70. Analyst Commentary Recent research coverage on Nebius Group has centered on its positioning as a full stack AI infrastructure provider, its relationship with large cloud customers, and how these factors align with current valuation expectations.Uppdatering av berättelse • Feb 17
NBIS: Microsoft Contract And 2.5GW Power Sourcing Will Support Future Capacity
Analysts have kept their Nebius Group price target steady at $211, but are now using slightly higher discount rates and a richer future P/E of about 34x. This reflects a mix of bullish views on the Microsoft contract, cautious revenue and margin assumptions, and a wide range of initial ratings from neutral to top pick calls.Uppdatering av berättelse • Feb 03
NBIS: Long Term AI Power Contracts Will Support Future Capacity Utilization
Analysts kept their Nebius Group price target steady at US$211 while modestly adjusting assumptions around the discount rate, growth, margins, and future P/E to reflect recent initiation coverage, data center reliability metrics, and the long-term Microsoft contract backdrop. Analyst Commentary Bullish analysts have framed Nebius Group as a specialized power and data center provider tied closely to artificial intelligence and high performance compute, with coverage initiations and target adjustments centering on contracted demand, reliability metrics, and long-term visibility from major customer agreements.Uppdatering av berättelse • Jan 20
NBIS: Long Term Power Contracts And Capacity Buildout Will Support AI Demand
Analysts kept their Nebius Group price target at US$211, citing updated assumptions for slightly lower discount rates, modestly higher revenue growth and profit margins, and a marginally lower future P/E that together support the existing valuation framework. Analyst Commentary Recent research on Nebius Group has leaned constructive, with several bullish analysts highlighting the company’s positioning in high performance compute and artificial intelligence infrastructure, as well as the support from large customer contracts.Uppdatering av berättelse • Jan 06
NBIS: Power Capacity Expansion Will Support Future AI Infrastructure Demand
Analysts have raised their fair value estimate for Nebius Group from $130.00 to $211.00, citing new Outperform initiations, higher Street price targets, and growing confidence in the company’s role in supplying power and capacity for high performance compute and AI demand. Analyst Commentary Recent research coverage points to a constructive view on Nebius Group, with several bullish analysts highlighting the company’s position in supplying power and capacity for high performance compute and AI related workloads.Uppdatering av berättelse • Dec 13
NBIS: AI Power Demand May Not Justify Elevated Share Price
Nebius Group's analyst price target has been modestly reduced to $170 from $175 as analysts factor in a slightly higher discount rate and a slimmer margin outlook, even as they highlight accelerating AI-driven revenue growth, expanding contracted power capacity, and continued Outperform ratings across the Street. Analyst Commentary Street research remains broadly constructive on Nebius Group, with multiple firms reiterating or initiating Outperform ratings and, in some cases, lifting price targets alongside rising power capacity expectations and AI related demand.Uppdatering av berättelse • Nov 29
NBIS: Multi-Billion Dollar Microsoft Deal Will Accelerate Capacity Expansion
Nebius Group's analyst price target has been revised downward from $166 to approximately $159. Analysts cite improving revenue growth and profit margins, but also note a moderation in longer-term earnings multiples, which tempers immediate upside expectations.Uppdatering av berättelse • Nov 15
NBIS: Strong Multi-Billion Dollar Contracts Will Drive Capacity Demand Higher
Nebius Group's fair value estimate rose from $156 million to $166 million after analysts raised their price targets. They cited strong demand for capacity, recent large-scale contracts, and improving profitability metrics.Uppdatering av berättelse • Nov 01
NBIS: Winning The $17.4B Microsoft Deal Will Drive Market Outperformance
The analyst price target for Nebius Group has seen a substantial increase, with targets now ranging from $125 to $206 following the recent $17.4B Microsoft contract. Analysts cite enhanced revenue prospects and stronger valuation upside driven by the scale of the deal and favorable industry positioning.Uppdatering av berättelse • Oct 17
Overvaluation Will Crumble Under Intensifying Regulatory And Cost Pressures
Nebius Group’s analyst fair value target was increased from $153 to $156.40 per share. Analysts cited substantial new multi-billion dollar contracts and a strengthened growth outlook following the company’s major deal with Microsoft.Uppdatering av berättelse • Oct 03
Overvaluation Will Crumble Under Intensifying Regulatory And Cost Pressures
Nebius Group’s analyst price target has surged from $97.40 to $153.00 as analysts cite the transformative impact from major new contracts, rapid revenue growth expectations, and increased demand for data center capacity. Analyst Commentary Analyst response to Nebius Group’s recent developments has featured a blend of enthusiasm and caution, with substantial movements in their price targets and recommendations following the announcement of significant new contracts.Uppdatering av berättelse • Sep 10
Overvaluation Will Crumble Under Intensifying Regulatory And Cost Pressures
The consensus analyst price target for Nebius Group has increased to $97.40, reflecting bullish sentiment on the back of a transformative $19.4B hyperscaler contract with Microsoft, stronger-than-expected quarterly results, and accelerated ARR guidance, supporting upward revisions in revenue and growth assumptions. Analyst Commentary Bullish analysts highlight the transformative impact of Nebius securing a $19.4B five-year hyperscaler contract with Microsoft, which supports a significant upward revision in future revenue and growth assumptions.Uppdatering av berättelse • Aug 18
Overvaluation Will Crumble Under Intensifying Regulatory And Cost Pressures
Nebius Group’s consensus price target was raised to $89.40 as analysts cited strong Q2 revenue outperformance, increased management guidance, and a leading position in AI neo-cloud, driving robust growth expectations and improved risk/reward. Analyst Commentary Strong Q2 results with an "apples to apples" revenue beat of approximately $15M (~17%) driven by robust core business performance, even after excluding Toloka.Ny berättelse • Aug 10
Overvaluation Will Crumble Under Intensifying Regulatory And Cost Pressures
Intensifying competition, open-source adoption, and regulatory hurdles threaten Nebius Group's profitability, margin stability, and expansion prospects in key markets.Seeking Alpha • Apr 29
H100 Renting Prices Will Drop, Fast - Reiterating Sell On Nebius
Summary Nebius Group N.V. stock is up +13% over the past five days, and we think investor confidence in misplaced as we see H100 rental price declining and pressuring ROI. We think Nebius is better positioned from the neocloud bunch but don't think it is immune to the price pressure and competition from hyperscalers. NBIS stock is also expensive at current levels with an EV/Sales of 6.04x versus a group average of 2.54x. We think Nebius stock has a higher risk profile into 2H25 and hence reiterate sell. Read the full article on Seeking AlphaSeeking Alpha • Apr 22
Nebius: A Small Player With Big Potential In The AI Boom, Initiate With Buy
Summary Nebius Group, an AI infrastructure company, leverages its vertical integration to develop a competitive advantage. The company is focused on deploying its Blackwell data center to attract customers in 2025. Despite lacking scale and brand recognition, Nebius' smaller size offers personalized service, making it a speculative buy on high growth potential. While financially solid with $2.49b cash and aiming for $825m midpoint revenue in 2025, Nebius faces significant operating losses and high depreciation expense. Investment risks include heavy revenue concentration and market volatility, but the AI infrastructure sector's long-term growth potential currently makes Nebius a compelling buying opportunity. Read the full article on Seeking AlphaSeeking Alpha • Apr 01
Nebius Group: I Think Risks Outweigh Rewards Right Now
Summary Nebius Group faces tough competition from hyperscalers like Amazon and Google, making it hard to justify its current valuation and growth prospects. Financially, NBIS struggles with limited cash reserves and unrealistic revenue growth targets, casting doubt on its ability to compete in high-end AI markets. Despite potential in Europe and autonomous driving, the risks and uncertainties overshadow the rewards, especially compared to more established players like AMZN and GOOG. If the Company achieves its ambitious revenue goals, it could warrant a higher valuation, but current data does not support this optimism. Read the full article on Seeking AlphaSeeking Alpha • Mar 25
Nebius Group: One Big Reason To Rethink The Buys (Rating Downgrade)
Summary ARR execution missed expectations, but management still promises explosive growth. I think we should be wary of baking in this optimism. Pricing pressures from mega hyperscalers may squeeze Nebius out of the market. Nebius Group's cash burn trends are deteriorating and at this run-rate, it has enough liquidity runway to last it almost 5 quarters. Valuations are pricey, at a premium to most hyperscalers, at a 116% premium to direct competitor CoreWeave. Relative technicals vs SPX500 show a balanced buyer and seller forces. High stock-based compensation (SBC) is a risk monitorable. It would be unfortunate if the company executes on its high-growth targets but retains high SBC levels. That would not be good for minority investors like us. Read the full article on Seeking AlphaSeeking Alpha • Mar 16
Nebius: Small Fish In A Big Pond
Summary Nebius Group stock is a "Strong Sell" due to its 25% overvaluation and challenging market conditions, despite its differentiated approach and strong balance sheet. The company's aggressive growth plans face significant competition from tech giants like Microsoft, Google, and Amazon, making U.S. market expansion difficult. Nebius' potential is limited to Europe, where it also faces competition and economic challenges, impacting its ability to achieve bold growth targets. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
Nebius: Implications From CoreWeave's $35 Billion IPO
Summary Nebius peer CoreWeave filed this week for IPO in the US with a valuation of more than $35 billion. CoreWeave's IPO could be very bullish for Nebius - we describe the reasons. We provide Nebius' valuation based on CoreWeave's IPO valuation. We summarize the upcoming catalysts that should bring Nebius closer to its fair value. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
Nebius Group: Q4 Not As Bad As It May Seem At First Glance
Summary Nebius Group's mixed 4Q24 results showed a weak revenue of $37.9M and a decline in ARR to $90M, missing guidance due to customer losses. Despite a weak Q4, Nebius forecasts a strong 1Q25 with ARR of at least $220M in March and plans to significantly expand GPU capacity. Nebius maintains its 2025 guidance of $750M-$1B in ARR and $500M-$700M in revenue, with an EBITDA breakeven during the year. Despite the weak 4Q24, I maintain my positive view on the stock due to the strong 1Q25 outlook for ARR. My new Nebius's fair price is 46 per share. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
Nebius Group: Ready To Storm New Peaks
Summary Nebius Group N.V. is a European AI leader, backed by Nvidia. NBIS's AI-centric cloud platform offers a cost-efficient, vertically integrated stack, providing a significant strategic advantage in the AI IaaS market. Led by Arkady Volozh, a renowned IT visionary and one of Europe's most impactful CEOs, Nebius Group leverages deep experience in building comprehensive ecosystems. Despite market uncertainties and competition, NBIS's partnership with Nvidia and robust fundamentals suggest a 45% upside potential, making it a compelling investment. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Nebius Group: The Hidden Gem Of AI Infrastructure
Summary Nebius Group's stock has surged over 100% in the past year, driven by its unique AI-native cloud platform and cost-effective solutions for SMBs and AI startups. The company's diversified ecosystem, including subsidiaries like Toloka AI and Avride, enhances its value proposition and creates cross-selling opportunities across multiple AI-driven industries. Strategic geographic expansion and a strong partnership with NVIDIA bolster Nebius's competitive edge, ensuring access to cutting-edge hardware and meeting growing computational demands. Potential risks include project management challenges, dependence on NVIDIA for GPUs, and intense competition from hyperscalers like AWS, Microsoft Azure, and Google Cloud. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
What DeepSeek Means For Nebius And Other AI Data Center Providers
Summary Nebius is poised to capitalize on the AI megatrend, leveraging unique engineering strengths and Nvidia's backing, making it an attractive investment. The recent 37% sell-off likely increased institutional holdings, potentially stabilizing Nebius's share price and reducing volatility. DeepSeek's efficiencies will drive AI costs lower, increasing demand for computing power and benefiting Nebius's data center growth. Numerous catalysts, including GPU capacity expansion and new data centers, will drive Nebius's share price higher in 2025. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
Nebius Group: My Updates On Avride Valuation
Summary In my previous column about Nebius Group, I arrived at a valuation of Nebius Group of $8.8 billion, or $37.5 per share. In this column, I conducted a detailed analysis of the robotaxi market in the U.S., as well as Avride's prospects within it, to determine the fair value of Avride. Based on my analysis, Avride could claim the 2nd or 3rd position in the U.S. robotaxi market. Potential investors interested in acquiring a stake in Avride could be Uber, Hyundai, Lyft, German automakers, and venture capital funds. I arrived at a new valuation for Avride of $3.4 billion, which implies a new fair valuation for Nebius Group of $11.2 billion, or $47.7 per share. Read the full article on Seeking AlphaSeeking Alpha • Jan 16
Nebius: Strong R&D And Technology Legacy Applied To New Growth Markets
Summary Nebius Group is a former Russian mega tech company (Yandex) starting over after severing all ties to Russia. Nebius' management and R&D teams have a strong right-to-win in the data center infrastructure markets they are targeting. Nebius' core business is expected to expand rapidly in FY25, driven by growth in customer accounts and data center capacity expansions. 1-yr fwd EV/Revenue valuations are attractive vs peers, especially pure-play competitors. Relative technicals vs SPX500 are also bullish. Much of the leadership team including the CEO comes from the former Russian company. But I don't have many doubts about their alignment toward minority shareholders. Read the full article on Seeking AlphaAktieägarnas avkastning
| NBIS | US Software | US Marknad | |
|---|---|---|---|
| 7D | -11.7% | 5.7% | 1.6% |
| 1Y | 358.6% | -19.6% | 21.1% |
Avkastning vs industri: NBIS översteg US Software branschen som gav -19.6 % under det senaste året.
Avkastning vs Marknaden: NBIS översteg US marknaden som gav 21.1 % under det senaste året.
Prisvolatilitet
| NBIS volatility | |
|---|---|
| NBIS Average Weekly Movement | 14.8% |
| Software Industry Average Movement | 10.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: NBIS s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: NBIS s veckovolatilitet ( 15% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1989 | 1,543 | Arkady Volozh | nebius.com |
Nebius Group N.V. är ett teknikföretag som bygger fullstack-infrastruktur för att betjäna den globala AI-industrin i USA, Storbritannien och internationellt. Nebius bygger fullstack-infrastruktur för AI, inklusive storskaliga GPU-kluster, molnplattformar samt verktyg och tjänster för utvecklare. Företaget tillhandahåller också TripleTen, en edtech-plattform för omskolning av individer för karriärer inom teknik; och Avride, som utvecklar autonom körteknik för självkörande bilar och leveransrobotik.
Nebius Group N.V. Sammanfattning av grunderna
| NBIS grundläggande statistik | |
|---|---|
| Börsvärde | US$70.71b |
| Vinst(TTM) | US$735.30m |
| Intäkter(TTM) | US$877.90m |
79.8x
P/E-förhållande66.8x
P/S-förhållandeÄr NBIS övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| NBIS resultaträkning (TTM) | |
|---|---|
| Intäkter | US$877.90m |
| Kostnad för intäkter | US$245.30m |
| Bruttovinst | US$632.60m |
| Övriga kostnader | -US$102.70m |
| Intäkter | US$735.30m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 2.87 |
| Bruttomarginal | 72.06% |
| Nettovinstmarginal | 83.76% |
| Skuld/egenkapitalförhållande | 116.7% |
Hur har NBIS utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/01 18:12 |
| Aktiekurs vid dagens slut | 2026/07/01 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Nebius Group N.V. bevakas av 31 analytiker. 17 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Boris Vilidnitsky | Barclays |
| Stefan Julien Slowinski | BNP Paribas |