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NBIS is trading at roughly 1x projected 2027 exit ARR, according to investor Jonah Lupton. He argues the company’s 25% ClickHouse stake could be worth $15 billi

BWB News TV • 2026-11-08 15:11 UTC • By Billy Odell Tucker-Robinson
NBIS is trading at roughly 1x projected 2027 exit ARR, according to investor Jonah Lupton. He argues the company’s 25% ClickHouse stake could be worth $15 billi
NBIS is trading at roughly 1x projected 2027 exit ARR, according to investor Jonah Lupton. He argues the company’s 25% ClickHouse stake could be worth $15 billion+ within 2–3 years, calling the shares materially undervalued.
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