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Nagarro
BR
Broke_Joe
Community Contributor
Nagarro's Digital Leap could Propel Revenue by 10% Over 5 Years
Here is a structured summary of the Nagarro investment narrative (Base Case) : Nagarro 5-Year Investment Narrative (Base Case) Company Overview: Nagarro SE is a German-headquartered digital engineering and IT consulting company specializing in cutting-edge technologies such as cloud transformation, artificial intelligence, and digital product development. It serves a global client base across various industries, including automotive, healthcare, finance, and manufacturing.
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€88.95
FV
36.1% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
26 days ago
author updated this narrative
SAP
TO
Tokyo
Community Contributor
EU#1 - From German Startup to EU’s Biggest Company
In the world of enterprise software, few names carry as much weight as SAP. What started as a small German startup has evolved into the largest publicly listed company in Europe by market capitalization.
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€248.62
FV
1.5% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
6
users have commented on this narrative
28
users have followed this narrative
about 2 months ago
author updated this narrative
Exasol
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Hybrid Analytics Will Serve Finance And Healthcare Markets
Key Takeaways Strategic focus on regulated industries and hybrid solutions positions Exasol for niche market growth while leveraging data repatriation trends for increased revenue. Cost-efficient strategies and new AI capabilities support profitability and competitive advantage, enhancing scalability and ARR growth in target regions.
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€5.10
FV
45.1% undervalued
intrinsic discount
8.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
Northern Data
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Taiga Cloud And NVIDIA Partnership Will Drive Market Transformation
Key Takeaways Strategic expansion into AI and HPC, boosted by partnerships and technology, positions Northern Data to capture revenue growth in the generative AI market. Transitioning to carbon-neutral energy and advanced cooling tech may lower costs, while potential asset sales could fund AI-focused reinvestment.
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€43.17
FV
45.4% undervalued
intrinsic discount
41.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
3 days ago
author updated this narrative
All for One Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Cloud Subscription And S/4HANA Transformation Will Open New Markets
Key Takeaways Transitioning to a cloud subscription model and expanding recurring revenue streams enhances profitability and revenue stability. Strategic international expansion and improved operational efficiency drive earnings and future growth potential.
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€78.85
FV
37.2% undervalued
intrinsic discount
4.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
3 days ago
author updated this narrative
secunet Security Networks
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Cloud Transition And Post-Quantum Cryptography Will Open Global Markets
Key Takeaways Expansion in public sector and international markets, along with post-quantum products, drives revenue growth and strategic positioning. Shift to secure cloud services aims to transform business model, boosting recurring revenue and long-term profitability.
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€204.75
FV
6.7% overvalued
intrinsic discount
8.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 days ago
author updated this narrative
DATAGROUP
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Seventh-Generation CORBOX Will Provide Advanced AI And Cybersecurity Features
Key Takeaways Investments in AI and automation aim to enhance efficiency and net margins, leveraging technology to lower personnel costs. Launch of CORBOX generation emphasizes AI and multi-cloud, boosting revenue through cross-selling and upselling opportunities.
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€69.50
FV
13.7% undervalued
intrinsic discount
4.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
3 days ago
author updated this narrative
Cliq Digital
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Fit For Future Program Will Improve Profitability Through Cost Efficiency And Digital Expansion
Key Takeaways Fit for Future program and balanced marketing spend aim to enhance cost efficiency and profitability, potentially improving net margins and earnings. Diversification of sales channels and digital products, along with leveraging customer data, is expected to drive customer acquisition, revenue growth, and broaden the customer base.
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€8.00
FV
33.6% undervalued
intrinsic discount
0.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
3 days ago
author updated this narrative
GFT Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisition Of Sophos Solutions And AI Integration Will Drive Future Digital Banking Success
Key Takeaways Strategic acquisitions and U.S. market expansion drive revenue growth through major contract wins and enhanced service offerings in digital banking. Embracing AI and high-value services boosts productivity, profitability, and premium pricing, enhancing future earnings and margins.
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€34.40
FV
47.4% undervalued
intrinsic discount
7.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
3 days ago
author updated this narrative
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