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Universal Road Charging And Telematics Expansion Will Shape A Cautious But Stable Outlook

Catalysts About EROAD EROAD provides telematics and electronic road user charging solutions for vehicle fleets across New Zealand, Australia and North America. What are the underlying business or industry changes driving this perspective?Read more

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AnalystLowTarget

NZ$1.2

4.6% undervalued

AnalystLowTarget's Fair Value

Revenue

3.03% p.a.

Profit Margin

6.3%

Future PE

21.22x

Price in 2029

NZ$1.54

Electronic Road User Charging Shift Will Support A Stronger Long Term Outlook

Catalysts About EROAD EROAD provides electronic road user charging, telematics and safety solutions for commercial and light vehicle fleets across New Zealand, Australia and North America. What are the underlying business or industry changes driving this perspective?Read more

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AnalystHighTarget

NZ$2.8

59.1% undervalued

AnalystHighTarget's Fair Value

Revenue

7.37% p.a.

Profit Margin

10.65%

Future PE

25.85x

Price in 2029

NZ$3.6

Universal Road User Charging Will Drive Long-Term Upside For This Telematics Provider

Catalysts About EROAD EROAD provides connected telematics, compliance and electronic road user charging technology for commercial and passenger vehicle fleets. What are the underlying business or industry changes driving this perspective?Read more

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AnalystConsensusTarget

NZ$2.18

47.4% undervalued

AnalystConsensusTarget's Fair Value

Revenue

4.4% p.a.

Profit Margin

6.58%

Future PE

35.39x

Price in 2028

NZ$2.8

Grid Modernization And AI Will Support Long Term Subscription Demand

Catalysts About ikeGPS Group ikeGPS Group provides software and data solutions that digitize, analyze, and help engineer overhead power and communications infrastructure, with a focus on North American distribution grids. What are the underlying business or industry changes driving this perspective?Read more

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AnalystConsensusTarget

NZ$1.11

10.8% undervalued

AnalystConsensusTarget's Fair Value

Revenue

25.83% p.a.

Profit Margin

7.56%

Future PE

87.4x

Price in 2028

NZ$1.01

Recently Updated Narratives

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

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composite32

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alex30free

The Green Consolidator

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Popular Narratives

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WealthAP

The "Sleeping Giant" Stumbles, Then Wakes Up

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AnalystConsensusTarget

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

Fair Value: US$253.02 28.7% undervalued

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Trending Discussion

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Zdend1

The price has been in the free fall since the IPO, do you think that we are reaching the bottom and has anything of the assumptions changed since publishing?

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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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