WA
Consensus Narrative from 7 Analysts
Integration Challenges With SafeSend And Materia Will Hurt Profits
Key Takeaways Significant AI investments and recent acquisitions must deliver revenue growth soon to avoid negative impacts on profitability and net margins. Revenue stability concerns arise from divestitures, incentive compensation, and tough year-over-year comparisons affecting future growth expectations.
View narrativeCA$251.80
FV
1.4% overvalued intrinsic discount6.40%
Revenue growth p.a.
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3 days ago author updated this narrative