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AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Digital Transformation And AI Will Fuel Global Expansion
Key Takeaways Rapid adoption of AI-driven, integrated suite products and robust cloud migration position Text for increased customer stickiness, premium pricing, and structural margin expansion. Global expansion and a modular, API-friendly platform unlock a significantly larger addressable market, driving sustained revenue and earnings growth through network effects and enterprise wins.
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zł85.1
FV
38.1% undervalued
intrinsic discount
-0.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
11 days ago
author updated this narrative
Asseco Poland
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Overvaluation Risk Will Remain As European And US Markets Expand
Key Takeaways Optimistic growth and margin expectations may overlook one-off gains, integration risks, and structural wage pressures that threaten long-term profitability. Heavy dependence on custom software for the public sector and exposure to global competition could erode revenue stability and margin resilience over time.
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zł126.92
FV
61.8% overvalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
17 days ago
author updated this narrative
Text
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
AI And Cloud Integration Will Advance Enterprise Offerings Despite Challenges
Key Takeaways Native AI-powered product suite and cloud migration drive growth, cost efficiency, and expansion into new markets and customer segments. Emphasis on security, SaaS transition, and enterprise focus enhances recurring revenues, contract values, and market positioning.
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zł66.58
FV
20.8% undervalued
intrinsic discount
-0.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
17 days ago
author updated this narrative
Text
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Compliance Costs And Free Software Will Erode Value
Key Takeaways Greater regulatory scrutiny and expanded security investments will increase operating complexity and pressure future margins as global expansion continues. Over-reliance on a legacy product and rising competition from open-source software threaten revenue growth, pricing power, and long-term profitability.
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zł56.5
FV
6.7% undervalued
intrinsic discount
-1.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
18 days ago
author updated this narrative