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Citigroup
CH
ChadWisperer
Community Contributor
Pole position to benefit from GENIUS Act
The passing of the GENIUS Act establishes a clear regulatory framework for stablecoins, allowing banks like Citi to issue their own stablecoins; Citi Token Services lets Citi position itself as the "killer app" for institutional cross-border payments, absorbing complexities and offering instant, cost-effective solutions; Core business is firing on all cylinders , with record performances in Markets and Wealth, significant share gains in Investment Banking (especially M&A, LevFin, and sponsors), and robust growth in Services and U.S. Personal Banking, all contributing to strong revenue momentum; Highly capital efficient returning $3 billion in capital during the quarter , including $2 billion in share repurchases, part of our $20 billion repurchase plan with a goal of 11% Return on tangible equity (ROTE or ROTCE). ✨ Chat with this narrative: https://notebooklm.google.com/notebook/aa2a6c92-6bd1-495e-beb5-d8d4e6525410 (believe a Google account is required) Background Citigroup Inc.
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US$233.04
FV
58.8% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
14
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0
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34
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New
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IREN
KA
kapirey
Community Contributor
IREN will transform from bitcoin miner to leader in AI infrastructure
Key Highlights Financial Performance (Q3 FY25) Record Revenue : $148.1 million Record Adjusted EBITDA : $83.3 million Record EBITDA : $82.7 million Profit After Tax : $24.2 million Avg. Operating Hashrate : 29.4 EH/s Strong Margins : All-in cash cost per BTC mined at $41k vs.
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US$21.48
FV
17.5% undervalued
intrinsic discount
49.99%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
Updated
narrative
XRF Scientific
RO
Robbo
Community Contributor
Behind the Assay: XRF Scientific’s Role in Modern Mining Economics
There’s an old saying that in a gold rush, those who make the money are the ones selling the shovels; and mining service companies have indeed proven to be shrewd investments historically. XRF Scientific holds a strong niche in sample preparation equipment and consumables used in X-ray fluorescence (XRF) and X-ray diffraction (XRD) analysis, which are essential in determining the quality and purity of materials.
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AU$2.10
FV
2.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
10
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AvidXchange Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
ERP Integrations And Digital Payments Will Unlock Opportunities
Key Takeaways Expanded ERP integrations and digital payment migrations are expected to boost customer growth, revenue, and margin amid a broader B2B e-payment market shift. AI-driven automation and value-added fintech product rollouts are set to increase operational efficiency, elevate revenue per user, and support long-term earnings stability.
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US$9.83
FV
0.4% overvalued
intrinsic discount
10.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
4 days ago
author updated this narrative
IREN
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Childress And Sweetwater Projects Will Lead A Digital Transformation
Key Takeaways Enhanced vertical integration and strategic energy management position IREN to improve margins and maintain resilience amid industry-wide energy cost pressures. Shifting focus from mining to high-return AI and cloud infrastructure enables faster scaling, higher margins, and better long-term earnings potential than traditional peers.
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US$20.60
FV
14.0% undervalued
intrinsic discount
55.20%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
81
users have followed this narrative
4 days ago
author updated this narrative
NATL
NCR Atleos
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
ATM-as-a-Service And Managed Services Will Secure Future Resilience
Key Takeaways Expanding managed services, recurring revenues, and service-led strategy are boosting margins, customer retention, and overall earnings quality. Sustained ATM demand and large-scale partnerships enhance network reach, supporting revenue stability and ongoing top-line growth.
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US$39.12
FV
29.7% undervalued
intrinsic discount
3.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
4 days ago
author updated this narrative
O-I Glass
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Sustainable Packaging Trends Will Unlock Glass Demand
Key Takeaways Shifts toward sustainable packaging and premium products, alongside customer contract gains, position O-I Glass for higher revenue and profitability. Operational improvements, cost reductions, and streamlined manufacturing enhance free cash flow and support long-term earnings growth.
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US$17.50
FV
16.7% undervalued
intrinsic discount
1.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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7
users have followed this narrative
4 days ago
author updated this narrative
Hertz Global Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Ride-sharing And EV Trends Will Pressure And Spark Future Renewal
Key Takeaways Evolving mobility trends and urban development threaten Hertz's traditional business model and future revenue growth potential. Financial constraints from legacy issues and market volatility limit Hertz's ability to modernize, pressuring margins and earnings.
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US$3.99
FV
86.3% overvalued
intrinsic discount
-0.043%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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14
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4 days ago
author updated this narrative
Viavi Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
High-Speed Data Centers And Fiber Networks Will Improve Long-Term Prospects
Key Takeaways Expansion into hyperscale, cloud, and fiber markets plus strategic acquisitions is broadening Viavi's growth opportunities and long-term revenue potential. Focus on automation, AI-driven solutions, and cost management is driving higher margins and resilience against economic and supply chain challenges.
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US$12.26
FV
17.0% undervalued
intrinsic discount
6.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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4 days ago
author updated this narrative
Warby Parker
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Retail Expansion And AI Personalization Will Redefine Vision Care
Key Takeaways Expanding retail presence, product diversification, and proprietary technology investments bolster omnichannel growth, recurring revenue streams, and operational efficiency to elevate margins. Direct-to-consumer, value-driven branding enables steady market share gains from legacy competitors, fostering sustained revenue growth and long-term competitive advantage.
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US$22.69
FV
7.5% overvalued
intrinsic discount
14.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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5
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4 days ago
author updated this narrative
Extreme Networks
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Cloud-managed Networking And AI Automation Will Shape Digital Transformation
Key Takeaways Strong shift toward cloud-managed, subscription-based solutions and advanced technology is driving sustained revenue growth, higher margins, and improved customer retention. Operational efficiencies and competitiveness against larger rivals are fueling margin expansion, robust cash flow, and positioning for long-term industry tailwinds.
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US$19.33
FV
7.7% undervalued
intrinsic discount
9.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
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Pacific Premier Bancorp
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Lending And Western US Trends Will Drive Efficiency
Key Takeaways Investment in technology and strategic loan mix shifts aim to boost efficiency, improve margins, and enhance customer acquisition across expanding Western markets. Strong capital position enables participation in industry consolidation, providing scale, cost synergies, and potential for long-term earnings growth.
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US$25.70
FV
12.2% undervalued
intrinsic discount
3.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
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