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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 1 Analyst
International Expansion And ESG Initiatives Will Boost Future Profitability
Key Takeaways Strategic international expansion and investments in new sectors enhance revenue potential and future earnings growth. Diversification and ESG initiatives improve margins and operational efficiency, while cost management boosts profitability and return on equity.
View narrativeR90.30
FV
26.9% undervalued intrinsic discount3.65%
Revenue growth p.a.
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1users have followed this narrative
17 days ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
Future Robotics Investments And Mac Chain Integration Will Improve Productivity
Key Takeaways Strategic acquisitions and investments in automation could boost productivity, operating profits, and market presence, driving future revenue and margin growth. Strong order intake and expanding market share, particularly in military contracts, signal robust demand and potential for increased revenue and earnings.
View narrativeUK£0.89
FV
57.6% undervalued intrinsic discount6.19%
Revenue growth p.a.
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17 days ago author updated this narrative
WA
Consensus Narrative from 13 Analysts
Expansion Into Better For You Products May Capture Demand, Yet Inflation Risks Persist
Key Takeaways Strategic focus on Better For You products and new plant in China indicates potential for revenue and sales growth in high-demand global markets. Capacity expansions and share repurchase program suggest future sales growth and commitment to enhancing shareholder value through EPS growth.
View narrativeMex$404.08
FV
11.3% undervalued intrinsic discount1.60%
Revenue growth p.a.
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17 days ago author updated this narrative
WA
Consensus Narrative from 7 Analysts
Capacity Expansion And Export Resumption Will Drive Future Success
Key Takeaways Growth in FMEG and strategic product launches are expected to drive significant revenue increases and achieve breakeven by early FY '26. Expansion in high-margin products and distribution networks will enhance revenue and net margins, supported by increased capacity and export growth.
View narrative₹1.62k
FV
44.6% undervalued intrinsic discount16.69%
Revenue growth p.a.
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17 days ago author updated this narrative
WA
Consensus Narrative from 6 Analysts
Divestiture And New Contracts Will Simplify Business Model And Expand Government Services
Key Takeaways Divesting the Modular business and acquiring CMI are refining Dexterra's focus and expanding opportunities, enhancing margins and earnings. Strong balance sheet supports dividends and share buybacks, facilitating EPS growth and strategic acquisitions for accretive growth.
View narrativeCA$10.16
FV
29.6% undervalued intrinsic discount-1.86%
Revenue growth p.a.
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18 days ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
Early Project Milestones At Rainy River And Afton Will Strengthen Future Operations
Key Takeaways Delivered key milestones ahead of schedule and increased stake at New Afton, enhancing asset value and future revenue share. Exploration success and higher production rates forecasted to boost revenue, increase margins, and enhance earnings.
View narrativeCA$5.12
FV
15.5% undervalued intrinsic discount23.19%
Revenue growth p.a.
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18 days ago author updated this narrative
WA
Consensus Narrative from 27 Analysts
Investments In AI And Caper Carts Will Expand Market Penetration
Key Takeaways Strategic focus on retailer integration and tech innovation is expected to drive superior growth, bolstering future revenue and GTV. Expansion into advertising and new market segments like restaurants aims to boost margin growth and diversify revenue streams.
View narrativeUS$52.37
FV
27.4% undervalued intrinsic discount9.11%
Revenue growth p.a.
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18 days ago author updated this narrative
WA
Consensus Narrative from 18 Analysts
Tech Upgrades And Cost Optimization Will Improve Operational Efficiency In Housing Finance
Key Takeaways Major tech platform upgrades and cost optimization strategies may enhance governance, operating efficiencies, and profitability, improving net margins. Expansion into new regions and successful capital raising efforts position the company for growth by strengthening liquidity and maintaining competitive borrowing costs.
View narrative₹1.96k
FV
9.4% undervalued intrinsic discount21.05%
Revenue growth p.a.
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18 days ago author updated this narrative
WA
Consensus Narrative from 10 Analysts
Investing In Leading Brands Will Drive Future Growth In Asia And The Middle East
Key Takeaways Transformation into a branded business and international expansion are expected to drive revenue growth and higher margins through brand equity and regional gains. Efficiency improvements, cost savings, and logistics optimization are projected to enhance cash flow, enabling reinvestment in higher-margin segments and boosting earnings.
View narrativeAU$5.51
FV
8.8% undervalued intrinsic discount3.65%
Revenue growth p.a.
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18 days ago author updated this narrative