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FR
FrugalBull
Community Contributor
Enterprise, AI & Cloud Growth Ahead, Waiting For the Right Price 💸
Catalysts AI Integration (Atlassian Intelligence & Rovo) Atlassian is strongly positioned to leverage AI to increase workforce efficiency, particularly in large enterprises and is actively embedding AI across its product suite. In 2024 it introduced Atlassian Rovo , an AI teammate that uses Atlassian’s “teamwork graph” to help enterprise users find information across their tools and act on insights quickly.
View narrativeUS$204.74
FV
9.5% overvalued intrinsic discount19.00%
Revenue growth p.a.
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1 day ago author updated this narrative
TO
Tokyo
Community Contributor
Good foundation, but now it's all about the next steps
Update from 10.03.2025 Now proftiability is no longer ahead, Todd McKinnon reached profitability! In SWS Overview it is staded: "Became profitable this year" Under 2.1 now you can see the break even to $28M.
View narrativeUS$147.87
FV
27.6% undervalued intrinsic discount18.45%
Revenue growth p.a.
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2 days ago author updated this narrative
DZ
Dzitkowskik
Community Contributor
XTB's Path to 100–120 PLN by 2028 Amid Market Volatility
1. Current Data Snapshot (as of March 6, 2025) XTB is a Warsaw-based brokerage firm specializing in retail and institutional trading of financial instruments, including CFDs, forex, stocks, and ETFs. Here’s what we can infer from available data up to this point: Stock Price Performance: XTB hit an all-time high of 78.00 PLN on January 21, 2025, with a market cap around 7.89 billion PLN (as per TradingView data).
View narrativezł100.96
FV
36.6% undervalued intrinsic discount15.00%
Revenue growth p.a.
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1 day ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
Acquisition Of VITAL Will Strengthen Position In C-parts Distribution In Southern Europe
Key Takeaways Strategic acquisitions, such as VITAL, bolster Bufab's market presence, driving revenue growth through expanded market share and customer reach. Focus on product enhancements, cost control, and strategic realignments is expected to improve both margins and profitability.
View narrativeSEK 474.33
FV
10.7% undervalued intrinsic discount7.47%
Revenue growth p.a.
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18 days ago author updated this narrative
WA
Consensus Narrative from 15 Analysts
Investments In AI And Digital Solutions Will Improve Customer Experience And Efficiency
Key Takeaways Asset efficiency and strategic capital allocation drive better cash flow, net margins, and potential future earnings growth. Innovations in AI and digital solutions enhance customer experience and operational efficiency, supporting revenue growth and improved margins.
View narrativeAU$20.94
FV
4.5% undervalued intrinsic discount3.56%
Revenue growth p.a.
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18 days ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
Expansion Into South Africa, Germany, And Italy Aims To Increase Capacity But May Face Regulatory Challenges
Key Takeaways Strategic expansion in project portfolio and strong market entry into Germany, Italy, and South Africa could drive future revenue growth and improve net margins. Solid financial position with no debt and investments in high-growth markets like South Africa enhance future earnings and competitive advantage.
View narrativeNOK 38.93
FV
43.7% undervalued intrinsic discount217.65%
Revenue growth p.a.
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18 days ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
Focus On Carbon Capture And 3D Metal Printing Will Open New Revenue Channels
Key Takeaways Strategic expansion into new regions, coupled with operational improvements, is poised to boost sales growth and improve net margins globally. Focus on new energy markets and 3D metal printing aims to diversify revenue streams and leverage global energy transition trends.
View narrative€49.88
FV
31.9% undervalued intrinsic discount3.21%
Revenue growth p.a.
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18 days ago author updated this narrative
WA
Consensus Narrative from 11 Analysts
Focus On Private-Label Products And AI Will Transform The Future Of Home Improvement Retail
Key Takeaways Aggressive expansion in home improvement and AI integration are expected to boost future revenue growth and improve net margins. The asset-light model, brand-building, and private-label focus enhance potential earnings growth and increase pricing power.
View narrativeAU$17.33
FV
7.4% undervalued intrinsic discount20.23%
Revenue growth p.a.
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18 days ago author updated this narrative
WA
Consensus Narrative from 8 Analysts
Structural Flexibility And Capacity Management Will Shape Future Success
Key Takeaways Successful fare unbundling and focus on high-margin U.S.-Mexico routes drive strong revenue growth potential and improved profitability. Effective capacity management and better operational metrics enhance customer satisfaction, boosting revenue and maintaining financial stability.
View narrativeMex$23.28
FV
51.3% undervalued intrinsic discount8.57%
Revenue growth p.a.
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18 days ago author updated this narrative
WA
Consensus Narrative from 1 Analyst
AI And Security Focus Will Boost Stability With Strong 69% Recurring Revenues
Key Takeaways Transitioning to a term-based revenue model aims for stable, predictable revenue, potentially enhancing financial stability through smaller, more numerous global contracts. Focus on AI and security innovations could boost revenue by offering cutting-edge, differentiated products in telecom and IT security sectors.
View narrativeSEK 125.00
FV
31.7% undervalued intrinsic discount7.49%
Revenue growth p.a.
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18 days ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
Investments In AIoT And Medical Services Will Boost Future Profitability
Key Takeaways Qisda’s focus on AIoT and AI technologies may increase revenue streams and improve gross margins through innovation in smart automation solutions. Geographic and market diversification efforts, including facilities in Vietnam and India, enhance resilience against geopolitical risks and boost sales.
View narrativeNT$41.13
FV
22.4% undervalued intrinsic discount6.59%
Revenue growth p.a.
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19 days ago author updated this narrative
WA
Consensus Narrative from 2 Analysts
Investment In New US Warehouse And V3 Site Will Improve Future Operational Efficiency
Key Takeaways Haypp Group's new U.S. market products and regulatory approvals suggest strong revenue growth and market stability. Investments in automation and supplier agreements are expected to boost operational efficiency, gross margins, and profitability.
View narrativeSEK 85.00
FV
6.4% overvalued intrinsic discount14.29%
Revenue growth p.a.
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19 days ago author updated this narrative