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Elliptic Laboratories
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Touchless Sensing Will Unlock Market Opportunities With Intel And Lenovo
Key Takeaways Accelerating adoption of software-based AI sensors and deepening OEM partnerships drive scalable revenue opportunities and sustainable licensing income across multiple device categories. Focus on energy efficiency, privacy, and innovative features positions the company to benefit from shifting consumer and regulatory demands in the smart device market.
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NOK 19.00
FV
31.4% undervalued
intrinsic discount
49.46%
Revenue growth p.a.
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0
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8
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2 days ago
author updated this narrative
Arribatec Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Divestitures Cost Cuts And Cloud Migrations Will Streamline Operations
Key Takeaways Advanced negotiations to divest certain divisions aim to streamline operations and focus on more profitable segments, potentially improving margins. Initiatives for cost reduction, efficiency, and recurring revenue growth lay a stable foundation for improved profitability and cash flow in 2025.
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NOK 6.00
FV
90.8% undervalued
intrinsic discount
13.53%
Revenue growth p.a.
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0
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0
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1
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2 days ago
author updated this narrative
SmartCraft
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expansion Into The UK And Spark Initiative Will Reshape Future Operations
Key Takeaways SmartCraft's UK expansion and Spark initiative in the electrician sector promise substantial revenue growth through a larger market and higher ARPU. Acquisitions and strategic focus on customer success aim to boost recurring revenue, enhance earnings, and stabilize margins despite market challenges.
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NOK 31.25
FV
9.8% undervalued
intrinsic discount
11.82%
Revenue growth p.a.
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0
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0
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1
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2 days ago
author updated this narrative
Atea
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Frame Agreements In Denmark And Finland Will Drive AI Investment
Key Takeaways Market expansion and strategic agreements in Nordic countries expected to drive significant revenue growth and positively impact net margins. Increased AI demand and strategic vendor partnerships sustain hardware margins, bolstering profit potential amidst industry challenges.
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NOK 151.00
FV
5.7% undervalued
intrinsic discount
10.06%
Revenue growth p.a.
Set Fair Value
1
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0
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17
users have followed this narrative
2 days ago
author updated this narrative
LINK Mobility Group Holding
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Communication Channels Will Open Future Opportunities In European Markets
Key Takeaways LINK Mobility's local strategy in Europe and adoption of advanced channels and AI-driven bots is poised to enhance revenue and margins. Active M&A and focus on high-value clients position the company for profitable growth and expansion into new markets with improved earnings.
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NOK 32.75
FV
6.0% undervalued
intrinsic discount
11.94%
Revenue growth p.a.
Set Fair Value
0
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0
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5
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2 days ago
author updated this narrative
Atea
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Digital Transformation And Cloud Trends Will Unlock New Opportunities
Key Takeaways Atea's robust hardware, AI, and security solutions, along with expanded defense and EU projects, are projected to drive stronger and more sustained revenue and margin growth. Strategic shifts and green IT initiatives boost high-margin services, deepen customer partnerships, and unlock significant long-term earnings potential not reflected in consensus forecasts.
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NOK 170.00
FV
16.2% undervalued
intrinsic discount
9.77%
Revenue growth p.a.
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0
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0
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0
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2 days ago
author updated this narrative
Atea
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Cloud Shift Will Squeeze Margins And Cut Revenues
Key Takeaways Structural shifts toward cloud and AI threaten Atea's core hardware and service revenues, squeezing margins and challenging long-term profitability. High fixed costs and industry consolidation increase Atea's vulnerability to market share losses and pressure its earnings outlook.
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NOK 132.00
FV
7.9% overvalued
intrinsic discount
9.74%
Revenue growth p.a.
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0
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Crayon Group Holding
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Dependency On Microsoft And AWS Will Erode Margins Over Time
Key Takeaways Heavy dependence on major cloud vendors and shifting partner incentives threaten Crayon's intermediary margins, earnings stability, and long-term profitability. Increased automation, regulatory fragmentation, and fierce competition erode pricing power and raise operating costs, risking lower organic growth and higher client churn.
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NOK 112.00
FV
28.6% overvalued
intrinsic discount
15.78%
Revenue growth p.a.
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0
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0
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13 days ago
author updated this narrative
Crayon Group Holding
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Accelerated Cloud Migration And AI Integration Will Expand Global Reach
Key Takeaways Accelerating APAC and MEA growth, combined with scaling AI and consulting investments, position Crayon for outsized, diversified revenue and faster-than-expected margin expansion. Strong expertise in cloud and compliance, alongside operational efficiencies, supports resilient and growing revenue streams, driving superior earnings and market share gains.
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NOK 160.00
FV
10.0% undervalued
intrinsic discount
16.39%
Revenue growth p.a.
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0
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0
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0
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15 days ago
author updated this narrative
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