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- They are trying to move all of their customers to Cloud.
- They're hiring a lot. Their revenue increased, but not their net profit margin
- They run a heavy SCP
- Stock compensation is a way corporations use stock or stock options to reward employees in lieu of cash. Stock compensation is often subject to a vesting period before it can be collected and sold by an employee.
Catalysts
- Are there any products or services that could move sales or earnings meaningfully?
- Are there any industry tailwinds this stock is benefitting or hindered from?
Assumptions
- Where do you think revenue will be in 5 years time? and why?
- Where do you think earnings will be in 5 years time? and why?
Risks
- Are there any risks that your catalysts won't play out as expected?
- Are there any regulatory or competitor risks that could change the outcomes above?
Valuation
- Where do you think the business will be in 3, 5 or 10 years time?
- What do you think revenue and profit margins will be?
- What do you think the valuation multiple will be in the future?
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Consensus Narrative from 28 Analysts
AI Investments Will Improve Product Capabilities And Customer Engagement
Key Takeaways Strategic investment in AI and focus on enterprise customers suggest strong potential for revenue growth and increased customer engagement. Migration to cloud solutions and improved cloud margins indicate promising revenue expansion and profitability.
View narrativeUS$345.30
FV
7.1% undervalued intrinsic discount18.97%
Revenue growth p.a.
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4 days ago author updated this narrative
