Sign in

Neil Doshi

Managing Director and Senior Equity Analyst at Northland

Neil Doshi is a Managing Director and Senior Equity Analyst at Northland Capital Markets, specializing in technology sector research with coverage of leading companies such as Adobe, Salesforce, MongoDB, and Twilio. With a track record that includes a success rate of over 76% and a 4.88-star ranking on TipRanks, Doshi has been consistently recognized for delivering strong investment returns and accurate equity calls. He began his analyst career in the early 2000s and previously held senior research roles at Mizuho Securities before joining Northland, leveraging extensive industry experience to provide actionable insights to institutional clients. Doshi holds professional securities licenses and is FINRA-registered, underscoring his credentials and expertise in the financial research field.

Neil Doshi's questions to Nebius Group (NBIS) leadership

Question · Q3 2025

Neil Doshi from Northland inquired about Nebius's financing strategy, specifically its focus on debt and asset-backed financing for large deals, given previous equity and equity-linked deals.

Answer

Maria del Dado Alonso Sanchez, CFO, explained that as a capital-intensive business, funding growth requires significant capital. Nebius is actively evaluating a range of financing options, including asset-backed financing, corporate-level debt, and equity, to maintain a disciplined capital structure and maximize shareholder value. She noted that asset-backed facilities could be secured with attractive terms due to the creditworthiness of their largest customers.

Ask follow-up questions

Question · Q3 2025

Neil Doshi from Northland asked about Nebius's financing strategy, specifically the focus on debt and asset-backed financing for large deals, given the company's previous equity and equity-linked transactions.

Answer

Maria del Dado Alonso Sanchez, CFO, stated that Nebius is actively evaluating a range of financing options, including asset-backed financing, corporate-level debt, and equity, to fund growth and maintain a disciplined capital structure. She highlighted that asset-backed financing is expected to secure attractive terms due to the creditworthiness of large customers.

Ask follow-up questions

Best AI for Equity Research

Performance on expert-authored financial analysis tasks

Fintool-v490%
Claude Sonnet 4.555.3%
o348.3%
GPT 546.9%
Grok 440.3%
Qwen 3 Max32.7%