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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 11 Analysts
Investments In Clean Energy And Efficiency Strategies To Boost Profitability
Key Takeaways Significant investment in clean energy and renewable capacity aims to boost revenue and enhance long-term profitability by reducing coal reliance. Improved operational efficiency and expanded green financing strategy are set to increase net margins and positively impact earnings.
View narrativeHK$5.14
FV
12.6% undervalued intrinsic discount1.54%
Revenue growth p.a.
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WA
Consensus Narrative from 16 Analysts
Early Target Achievement And AI Adoption Will Improve Future Prospects
Key Takeaways Strong commercial momentum in Europe and Non-life segments, along with sustainability investments, enhances NN Group's growth, revenue, and earnings prospects. Management's strategic actions on capital return, reinsurance, and AI implementation bolster shareholder value, net margins, and customer satisfaction.
View narrative€51.57
FV
7.2% undervalued intrinsic discount29.72%
Revenue growth p.a.
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WA
Consensus Narrative from 11 Analysts
International Expansion Will Diversify Operations And Boost Future Earnings
Key Takeaways International expansion and robust overseas performance boost revenue, with promising future growth from new branches in diverse global locations. Strategic focus on acquisitions and disciplined cost control likely to enhance revenue diversification, elevate earnings, and maintain strong profitability.
View narrativeNT$29.67
FV
1.8% undervalued intrinsic discount6.15%
Revenue growth p.a.
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WA
Consensus Narrative from 13 Analysts
Acquisitions Of O2 Power And KSK Mahanadi Will Expand Renewable Energy Portfolio
Key Takeaways Strategic acquisitions and renewable expansions are set to boost JSW Energy's revenue and profitability through enhanced capacity and cash flows. Emphasis on hybrid energy solutions and efficient capital expansion promises improved margins and operational efficiencies.
View narrative₹608.77
FV
15.3% undervalued intrinsic discount28.21%
Revenue growth p.a.
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WA
Consensus Narrative from 4 Analysts
Extensive Smart Meter Rollout Will Reduce T&D Losses Next Year
Key Takeaways Strategic CapEx expansion and efficient deployment aim to boost revenue growth, improve EBITDA margins, and enhance operational efficiency. Aggressive smart meter expansion and strategic bidding participation could significantly increase revenue while maintaining healthy net margins.
View narrative₹1.42k
FV
44.8% undervalued intrinsic discount16.04%
Revenue growth p.a.
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WA
Consensus Narrative from 13 Analysts
Wealth Management Focus Will Continue To Attract Net New Money
Key Takeaways Strategic focus on wealth management and CIB growth suggests increased revenue and sustainable fee income, bolstering overall financial performance. Expansion in Consumer Finance and capital-light operations improve net margins and profitability, enabling strong capital distribution and EPS growth.
View narrative€17.19
FV
3.0% undervalued intrinsic discount6.30%
Revenue growth p.a.
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WA
Consensus Narrative from 11 Analysts
AI Investments And Expansion Into US And China Will Drive Future Success In Key Sectors
Key Takeaways Informa's strategic focus on high-growth markets and technology investments could enhance revenue, margins, and operational efficiencies. Expansion in B2B events and strategic partnerships may drive substantial revenue growth, supported by robust financial strategies like share buybacks.
View narrativeUK£10.26
FV
27.2% undervalued intrinsic discount9.28%
Revenue growth p.a.
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WA
Consensus Narrative from 12 Analysts
Edge AI Shift Will Drive AI PC Market Expansion In 2025
Key Takeaways ASUS is poised to benefit from AI trends, with edge-based AI and AI PCs driving potential revenue growth and increased market share. Strategic moves, like expanding AI server markets and adjusting to geopolitical challenges, aim to boost competitiveness and stabilize future earnings.
View narrativeNT$731.33
FV
18.0% undervalued intrinsic discount14.95%
Revenue growth p.a.
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WA
Consensus Narrative from 15 Analysts
Future Earnings Will Decline Due To Lower Interest Income And Rising Operational Costs
Key Takeaways Declining interest income and U.S. tariffs pose significant risks to earnings and revenue growth, impacting net margins. High operational costs from compliance and digital investments, coupled with litigation uncertainties, could constrain future earnings and profitability.
View narrative€18.30
FV
3.4% overvalued intrinsic discount1.08%
Revenue growth p.a.
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