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Asian Data Upside And Nordic Cost Efficiencies Will Drive Stronger Long-Term Earnings

Catalysts About Telenor Telenor is a diversified Nordic and Asian telecommunications group providing mobile, fixed and digital connectivity services to consumers and enterprises. What are the underlying business or industry changes driving this perspective?Read more

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AnalystConsensusTarget

NOK 168

5.1% overvalued

AnalystConsensusTarget's Fair Value

Revenue

-0.032% p.a.

Profit Margin

0.17%

Future PE

20.08x

Price in 2028

NOK 2.04

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AnalystConsensusTarget

Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks

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Trending Discussion

US

When was the last time that Tesla delivered on its promises? Lets go through the list! The last successful would be the Tesla Model 3 which was 2019 with first deliveries 2017. Roadster not shipped. Tesla Cybertruck global roll out failed. They might have a bunch of prototypes (that are being controlled remotely) And you think they'll be able to ship something as complicated as a robot? It's a pure speculation buy.

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US

This article completely disregards (ignores, forgets) how far China is in this field. If Tesla continues on this path, they will be fighting for their lives trying to sell $40000 dollar robots that can do less than a $10000 dollar one from China will do. Fair value of Tesla? It has always been a hype stock with a valuation completely unbased in reality. Your guess is as good as mine, but especially after the carbon credit scheme got canned, it is downwards of $150.

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TI

TickerTickle

Figma is still deeply embedded as the default design system in big companies, and the ecosystem (Buzz, Slides, Sites, Make) is clearly the strategic play rather than a one‑off product bet. None of those qualitative assumptions have really broken yet, the bigger change has been sentiment toward growth/AI software in general, not Figma’s product reality. Assuming ~30% annual growth, margins stepping up to 25%, and a 40x PE in 2030 with an 8.4% discount rate is too optimistic now considering how the broader market is now pricing similar SaaS names, which means you can believe in the long term thesis and still accept that the stock might chop sideways or even drift lower while expectations and multiples reset. I will be sharing an update soon.

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