Creator sentiment
8 creators · 8 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Insanely well positioned and super cheap compared to peers.
- +Expects strong earnings with high GPU pricing and potential 2027 ARR guidance.
- +Could see a big jump in stock price based on company performance.
- +Fair value calculated at $264 per share versus a market price of about $120, suggesting large upside.
- +Has the best debt-to-market-cap ratio among the four, with over $10 billion in debt against a $32.7 billion market cap.
- +Reiterated buy rating and upgraded conviction from low to medium after the sell-off.
- +Best-in-class operator with experienced management from Yandex and strong execution.
- +Demand is not a problem; ARR is expected to reach $3 billion and could grow toward $40 billion in revenue by 2028.
The bear case
Nothing notable in the past 7 days.
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Fair value calculated at $264 per share versus a market price of about $120, suggesting large upside. · Has the best debt-to-market-cap ratio among the four, with over $10 billion in debt against a $32.7 billion market cap. · Reiterated buy rating and upgraded conviction from low to medium after the sell-off.
