Our community narratives are driven by numbers and valuation.
Value any stock for free in seconds
Get alerts and valuation updates
Participate in discussions
WA
Consensus Narrative from 21 Analysts
ALI's Spin-off Into NewCo Will Leverage AI And Digital Twins
Key Takeaways The separation of ALI into NewCo could unlock value with distinct strategies, enhancing growth profiles and boosting revenue for Hexagon. Hexagon's innovations in digital twins, combined with strong recurring revenue growth, bolster resilience and earnings potential amid industry challenges.
View narrativeSEK 119.22
FV
10.7% undervalued intrinsic discount6.57%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
Updated narrative
WA
Consensus Narrative from 18 Analysts
Regional Sales Declines Will Persist, Yet New 5G Ventures Could Open Future Revenue Streams
Key Takeaways Ericsson faces challenges with declining sales growth in key regions, strategic focus on new use cases poses risks of delayed revenue realization. Increased competition and customer caution in traditional markets may pressure pricing, while focus on profitable markets elevates operational expenses, affecting earnings.
View narrativeSEK 80.00
FV
13.4% overvalued intrinsic discount1.84%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
Updated narrative