Software U.S. Community
US$705.22
FV
26.9% undervalued intrinsic discount16.70%
Revenue growth p.a.
34users have liked this narrative
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4users have followed this narrative
about 2 hours agoauthor updated this narrative
BA
Equity Analyst
Declining Notebook Sales And A Shift Away From Console Gaming Will Hurt Earnings Growth Potential
US$335.64
FV
28.5% overvalued intrinsic discount3.80%
Revenue growth p.a.
51users have liked this narrative
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14users have followed this narrative
2 days agoauthor updated this narrative
US$280.00
FV
84.1% overvalued intrinsic discount9.00%
Revenue growth p.a.
15users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
3 days agoauthor updated this narrative
GO
Equity Analyst
Long Tail Optionality In Cybercrime Will Benefit CrowdStrike And Deliver Revenue Growth
US$113.04
FV
149.0% overvalued intrinsic discount30.00%
Revenue growth p.a.
3users have liked this narrative
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7users have followed this narrative
7 days agoauthor updated this narrative
WA
WallStreetWontons
Community Contributor
Adobe’s Canvas of Creativity: Monetizing Imagination with AI in its suite
US$898.28
FV
42.6% undervalued intrinsic discount16.66%
Revenue growth p.a.
7users have liked this narrative
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8users have followed this narrative
13 days agoauthor updated this narrative
WA
WallStreetWontons
Community Contributor
CRWD: Safeguarding the Digital Frontier with Cloud-Native Security and AI
US$324.30
FV
13.2% undervalued intrinsic discount25.01%
Revenue growth p.a.
4users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
15 days agoauthor updated this narrative
WA
WallStreetWontons
Community Contributor
Zscaler faces tense competition from Palo Alto and Crowdstrike
US$172.68
FV
1.0% undervalued intrinsic discount18.69%
Revenue growth p.a.
0users have liked this narrative
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1users have followed this narrative
3 months agoauthor updated this narrative
WA
WallStreetWontons
Community Contributor
MSFT: Staying Headstrong in AI and Infrastructure is Priced in
US$384.79
FV
12.1% overvalued intrinsic discount10.00%
Revenue growth p.a.
3users have liked this narrative
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3users have followed this narrative
3 months agoauthor updated this narrative
GO
Equity Analyst
Large Brands and New Verticals to Push Revenues Higher But Cheap Ecomm Software Risks Remain
US$39.00
FV
107.1% overvalued intrinsic discount18.00%
Revenue growth p.a.
0users have liked this narrative
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1users have followed this narrative
3 months agoauthor updated this narrative