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Our community narratives are driven by numbers and valuation.

Universal Music Group

Global Connectivity And Streaming Will Spur Expansion While Facing Headwinds

Key Takeaways UMG's unique global scale, artist roster, and emerging market presence set it up for sustained outperformance and above-industry growth in subscription revenues. Exclusive tech partnerships, innovation in AI and virtual experiences, and a broad catalog give UMG multiple high-margin growth opportunities few rivals can access.Read more

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AnalystHighTarget

€38.19

48.8% undervalued

AnalystHighTarget's Fair Value

Revenue

8.38% p.a.

Profit Margin

14.03%

Future PE

39.85x

Price in 2029

€47.32

Universal Music Group

AI Disruption And Shifting Trends Will Erode Catalog Value

Key Takeaways AI-driven music and fragmented digital consumption threaten UMG's catalog value, market share, and streaming revenues by empowering cheaper, independent, and synthetic alternatives. Shifting consumer preferences and rising internal costs are diminishing UMG's pricing power and profitability while exposing vulnerabilities from overreliance on superstar-driven content.Read more

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AnalystLowTarget

€21

7.0% undervalued

AnalystLowTarget's Fair Value

Revenue

6.33% p.a.

Profit Margin

11.95%

Future PE

27.3x

Price in 2029

€26.07

Universal Music Group

Paid Music Streaming Adoption Will Drive Revenue Despite Margin Pressures

Key Takeaways Digital streaming expansion, ARPU growth, and new premium tiers are driving recurring revenue, margin improvement, and global earnings momentum. Technology investment, AI partnerships, and asset-light ventures support operational efficiency, diversified revenue streams, and resilience against market fluctuations.Read more

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AnalystConsensusTarget

€29.32

33.4% undervalued

AnalystConsensusTarget's Fair Value

Revenue

6% p.a.

Profit Margin

13.77%

Future PE

33.38x

Price in 2028

€36.1

Global Streaming And Live Events Will Transform Media Landscape

Key Takeaways Expanding into live events, gaming, and international streaming diversifies revenues and boosts margins, making Banijay less dependent on traditional TV. Strategic acquisitions, cost optimization, and investment in technology strengthen market position, operational efficiency, and recurring income globally.Read more

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AnalystConsensusTarget

€12.28

31.2% undervalued

AnalystConsensusTarget's Fair Value

Revenue

9.59% p.a.

Profit Margin

6.31%

Future PE

17.48x

Price in 2028

€16.86

Recently Updated Narratives

RE

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Fair Value: €17.13 54.8% undervalued

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CO

composite32

SEGRO's Revenue to Rise 14.7% Amidst Optimistic Growth Plans

Fair Value: UK£9.39 18.8% undervalued

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AL

alex30free

The Green Consolidator

Fair Value: SEK 128.82 1.0% overvalued

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Popular Narratives

WE

WealthAP

The "Sleeping Giant" Stumbles, Then Wakes Up

Fair Value: US$82 36.2% undervalued

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85

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OO

Undervalued Key Player in Magnets/Rare Earth

Fair Value: CA$25.33 24.6% undervalued

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AnalystConsensusTarget

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

Fair Value: US$253.02 26.6% undervalued

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Trending Discussion

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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US

Net here,remains to be seen!

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How do the recent acquisitions of Scantinel and Luminar assets affect your narrative? Would you like to update it? I'm also an investor but this is my first exposure to this platform as i normally hang out on the reddit board r/MVIS.

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