Logility Supply Chain Solutions
NasdaqGS:LGTY Community- 2 Narratives written by author
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WA
Consensus Narrative from 1 Analyst
Rebranding And AI Platforms Like Lea Will Improve Operational Efficiency
Key Takeaways Streamlined focus through rebranding and subscription models suggests improved operational efficiency and margin growth, attracting new and expanding existing customer capabilities. Significant contracts and large transactions in the pipeline indicate potential for immediate and long-term revenue growth and enhanced earnings.
View narrativeUS$14.30
FV
0.5% undervalued intrinsic discount3.29%
Revenue growth p.a.
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5 days ago author updated this narrative
WA
Consensus Narrative from 1 Analyst
Delays In Transitioning Clients To Cloud Services Will Affect Immediate Subscription Revenues
Key Takeaways Delays in projects due to staffing and scheduling issues could lead to deferred revenue and lower short-term earnings expectations. Focus on transitioning existing clients to cloud services may slow immediate subscription revenue growth, impacting revenue diversification and growth potential.
View narrativeUS$14.30
FV
0.5% undervalued intrinsic discount2.29%
Revenue growth p.a.
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about 1 month ago author updated this narrative