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Sphera Franchise Group

Experiential Dining Expansion And Brand Diversification Will Support A Steadier Long Term Outlook

Catalysts About Sphera Franchise Group Sphera Franchise Group operates a multi brand quick service and casual dining restaurant portfolio across Romania, Italy and the Republic of Moldova. What are the underlying business or industry changes driving this perspective?Read more

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AnalystConsensusTarget

RON 39.98

0.6% undervalued

AnalystConsensusTarget's Fair Value

Revenue

11.07% p.a.

Profit Margin

4.53%

Future PE

24.76x

Price in 2029

RON 62.09

Sphera Franchise Group

Rising Payroll Costs And Weak Consumer Demand Will Pressure Margins And Earnings Ahead

Catalysts About Sphera Franchise Group Sphera Franchise Group operates quick service and casual dining restaurant franchises across Romania, Italy and the Republic of Moldova, centered on brands such as KFC, Taco Bell, Pizza Hut and newly added experiential concepts. What are the underlying business or industry changes driving this perspective?Read more

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AnalystLowTarget

RON 30

32.5% overvalued

AnalystLowTarget's Fair Value

Revenue

11.93% p.a.

Profit Margin

4.54%

Future PE

18.22x

Price in 2029

RON 46.85

Sphera Franchise Group

New Experiential Dining Expansion Will Drive Long-Term Upside For This Undervalued Restaurant Group

Catalysts About Sphera Franchise Group Sphera Franchise Group operates a diversified portfolio of leading quick service and casual dining restaurant brands across Romania, Italy and the Republic of Moldova. What are the underlying business or industry changes driving this perspective?Read more

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AnalystHighTarget

RON 48.3

17.7% undervalued

AnalystHighTarget's Fair Value

Revenue

12.03% p.a.

Profit Margin

4.49%

Future PE

29.58x

Price in 2028

RON 75.54

Recently Updated Narratives

CO

composite32

This strategic transformation of TTE? Significant re-rating potential

Fair Value: €68.5 6.2% undervalued

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MA

MarkoVT

Mixed signals; potential hints of year end miss

Fair Value: JP¥1.58k 2.1% undervalued

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MI

Minesweeper

Okamoto Machine Tool Works focus on profitability

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Popular Narratives

OO

Undervalued Key Player in Magnets/Rare Earth

Fair Value: CA$25.33 17.2% undervalued

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DA

davidlsander

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

Fair Value: €33.8 87.7% undervalued

9.3k

57

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AN

AnalystConsensusTarget

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

Fair Value: US$603.22 33.0% undervalued

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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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