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No modelo DCF a avaliação atual varia entre $2,06 com WACC 9,31% com taxa terminal de 2% (conservadora) O modelo de avaliação por comparação com os pares aponta para $2,29 O modelo Simply Wall Street com as mesmas premissas que utilizado no moderno DCF: WACC= 9,31% avalia a ação em $3,80 O PEG fwd aponta para PE =69X para 2025 e taxa crescimento EPS a médio prazo de 40% está um pouco sobrevalorida PEG=1,74. Para PEG=1 a ação estaria a cotar no 2,80 o que coincide com a cotação atual.

Key Takeaways Fast expansion into underserved insurance markets and strong user retention could drive much higher growth and profitability than currently expected. Strategic partnerships and proprietary AI data assets may unlock significant new recurring revenue streams outside core therapy offerings.

Key Takeaways Broadening insurance coverage and employer demand are fueling ongoing user and revenue growth, with strong future visibility from robust institutional pipelines. AI-driven innovations and operational efficiencies are enhancing retention, margins, and scalability, positioning the company for durable, profitable long-term expansion.

Key Takeaways Regulatory scrutiny, privacy concerns, and evolving AI restrictions could raise costs, limit product features, and slow user and revenue growth. Labor shortages, onboarding expenses, and tough competition threaten margin improvement and scalability despite expanding partnerships and favorable industry trends.