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Our community narratives are driven by numbers and valuation.

Kapsch TrafficCom

Growing cities and growing traffic may lift Kapsch Trafficom

A company that offers road tolling systems and traffic management systems. After share price being up as high as 50 Euros a few years ago, the share price started going South.Read more

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SC

€9.05

34.8% undervalued

Schwejk's Fair Value

Revenue

8% p.a.

Profit Margin

8.37%

Future PE

4.35x

Price in 2029

€20.47

AT & S Austria Technologie & Systemtechnik

Manufacturing Delays In Austria And Malaysia Will Undermine Prospects

Key Takeaways Revenue growth is threatened by uncertain order conversion from AI, data center sectors, and risks from new facility ramp-ups, with market expectations possibly too optimistic. Geopolitical tensions, rapid technology shifts, and high ongoing costs could compress margins and undermine long-term profitability despite recent expansion efforts.Read more

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AN

AnalystConsensusTarget

€29.2

39.2% overvalued

AnalystConsensusTarget's Fair Value

Revenue

13.44% p.a.

Profit Margin

4.41%

Future PE

13.2x

Price in 2029

€35.8

AT & S Austria Technologie & Systemtechnik

AI Substrate Capacity And Margin Pressures Will Challenge Expectations For Years

Catalysts About AT & S Austria Technologie & Systemtechnik AT & S Austria Technologie & Systemtechnik produces printed circuit boards and IC substrates for applications such as high performance processors and artificial intelligence data centers. What are the underlying business or industry changes driving this perspective?Read more

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AnalystLowTarget

€15

171.0% overvalued

AnalystLowTarget's Fair Value

Revenue

13.44% p.a.

Profit Margin

1.23%

Future PE

27.31x

Price in 2029

€20.65

AT & S Austria Technologie & Systemtechnik

AI Substrate Demand And Cost Savings Will Drive Strong Long Term Upside

Catalysts About AT & S Austria Technologie & Systemtechnik AT&S is a leading manufacturer of advanced printed circuit boards and high end IC substrates for cutting edge computing and connectivity applications. What are the underlying business or industry changes driving this perspective?Read more

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AnalystHighTarget

€40

1.6% overvalued

AnalystHighTarget's Fair Value

Revenue

18.12% p.a.

Profit Margin

4.03%

Future PE

19.7x

Price in 2028

€55.08

Recently Updated Narratives

VA

Bad management practices jeopardize long-term future of VRSN

Fair Value: US$165 52.4% overvalued

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andre_santos

Hims & Hers Health - Valuation

Fair Value: US$34.85 13.1% undervalued

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CO

composite32

TAV Havalimanlari Holding will soar with €2.5 billion investments fueling future growth

Fair Value: ₺475.51 30.1% undervalued

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Popular Narratives

WE

WealthAP

The "Sleeping Giant" Stumbles, Then Wakes Up

Fair Value: US$82 31.0% undervalued

10.8k

82

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35

OO

Undervalued Key Player in Magnets/Rare Earth

Fair Value: CA$25.33 22.3% undervalued

7k

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AN

AnalystConsensusTarget

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value: US$253.02 26.3% undervalued

10.5k

1040

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Trending Discussion

HO

Holger

<b>Reported:</b> Revenue growth: 2024 → 2025 sharp increase of approx. 165%. Assuming moderate annual growth of 40%, a fair value in three years would be approx. $170. Given the customer base and the story, this should be possible. I find the most valuable “property” particularly interesting, as it solves the electricity problem.

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EL

Will certainly invest in this after appropriate DD. Curious what the competitive landacape looks like. As a 10 year crypto guy, QRL - Quantum Resistant Ledger is at about 200M MC and Lockheed Martin has it named in a patent.. so it may not be the only game in town.. but sounds solid.

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HE

Hemingway

NVDA+AEVA Agreement is a game changer for the AEVA stock even though it is just a partnership and does not have a roll out until 2028 (which means receivables as early as 2027, I would imagine) This agreement effectively moves the goal posts of profitability for AEVA much closer since this is in addition to the recent Forterra agreement, as well as the (previously announced) European carmaker agreement (which is believed to be Mercedes-Benz and estimated to be worth at least 1 billion in sales alone) Underneath all of this, AEVA has a pre-existing agreement with Daimler Truck. So business seems to be booming, especially with really big name brands…which tends to bring in even more brand names (and thus more agreements/contracts/announcements, etc). This dynamic often creates more coverage from analysts (often with upside stock initial coverage) that I believe will be occurring over the next 3 to 6 months (as professional traders/analysts often research for 2 to 3 months before initiating coverage of a new issue). I also feel that the above momentum increases the likelihood that companies that do not currently utilize 4G LIDAR technology might consider buying AEVA outright. Realistically, even with a substantial premium to the current stock price, the cost of AEVA would be a rounding error for the likes of a company such as Tesla, and certainly would allow them to maintain their technological edge as the competition for self-driving vehicles continues to heat up. However, I think it is equally possible for NVidea to decide to lock-in the AEVA technology for their upcoming autonomous hardware/software package by buying them outright. Obviously, the above factors and recent activity in the AEVA stock are cause for optimism. Of course, this all just one opinion , so please do your own due diligence. Disclaimer: I/We DO trade in this stock from time to time and I/we may (or may not have) a position currently, so again, please do your own due diligence.

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