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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
10.6% overvalued intrinsic discount19.00%
Revenue growth p.a.
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2 days 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
26.4% undervalued intrinsic discount18.45%
Revenue growth p.a.
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3 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
35.4% undervalued intrinsic discount15.00%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 2 Analysts
ISO 27001 Certification And AI-Driven Solutions Will Improve Operational Efficiency
Key Takeaways Focus on sustainable projects and digital transformation could drive revenue growth and improve efficiency, strengthening profit margins and future earnings. Financial health indicated by low debt levels and strong EBITDA supports shareholder value, with potential for stock repurchases or dividend distributions.
View narrativeS/6.00
FV
28.7% undervalued intrinsic discount3.01%
Revenue growth p.a.
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19 days ago author updated this narrative
WA
Consensus Narrative from 5 Analysts
Integrating LiveChat, ChatBot, And HelpDesk Will Attract Larger US Clients
Key Takeaways Developing a unified suite could boost cross-sell opportunities, attracting larger clients and driving revenue growth through comprehensive solutions. Strengthening U.S. sales and focusing on high-value deals may lead to increased high-value transactions and boost future revenue.
View narrativezł71.56
FV
29.4% undervalued intrinsic discount2.03%
Revenue growth p.a.
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19 days ago author updated this narrative
WA
Consensus Narrative from 2 Analysts
Expansion Into Aerospace And Defense Will Strengthen Long-Term Prospects
Key Takeaways Strategic expansion into aerospace, defense, and private space ventures is set to drive notable revenue growth and enhance margin performance. Focus on debt reduction and cash flow management aims to improve financial leverage, profitability, and future earnings through enhanced operational efficiencies.
View narrativeUS$15.50
FV
33.9% undervalued intrinsic discount2.01%
Revenue growth p.a.
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19 days ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
Investments In Automation And China Expansion Will Improve Scalability And Market Share
Key Takeaways Expansion into emerging markets and strategic investments could boost sales, profitability, and scalability, enhancing net and gross margins. Focus on recurring revenue and carbon capture positions Vaisala for long-term growth and flexibility to invest in strategic opportunities.
View narrative€54.25
FV
15.4% undervalued intrinsic discount7.54%
Revenue growth p.a.
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19 days ago author updated this narrative
WA
Consensus Narrative from 1 Analyst
Entering Cinema Lighting Market And Adapting To AI Will Expand Future Opportunities
Key Takeaways Strategic product launches and expansion into cinema lighting could drive revenue by significantly broadening the market reach. Heavy investment in R&D and strategic market presence in key global hubs are likely to enhance sales and maintain competitive edge.
View narrativeSEK 44.00
FV
11.4% undervalued intrinsic discount7.31%
Revenue growth p.a.
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19 days ago author updated this narrative
WA
Consensus Narrative from 1 Analyst
Despite Margin Pressures And Competition, Diversification May Improve Future Prospects
Key Takeaways Diversification into new business areas like crypto assets and pension savings could drive revenue growth but may require significant initial investment impacting net earnings. New regulatory frameworks could increase compliance costs, impacting margins, while transitioning high-risk offerings might reduce top-line revenue growth.
View narrativeCHF 17.00
FV
2.2% overvalued intrinsic discount12.61%
Revenue growth p.a.
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19 days ago author updated this narrative
WA
Consensus Narrative from 7 Analysts
Intellegam Acquisition And Infodrive CX Rebuild Will Expand Global Opportunities
Key Takeaways Acquisition of Intellegam offers cross-selling opportunities and enhances existing products, promising long-term growth in revenue and earnings. Global scaling of Infodrive CX and focus on sales productivity in key regions expected to drive future growth and revenue enhancement.
View narrativeAU$1.84
FV
31.9% undervalued intrinsic discount7.79%
Revenue growth p.a.
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19 days ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
Investments In Renewables And Expansion Will Strengthen Future Prospects
Key Takeaways Strategic acquisition and governance optimization are set to enhance EBITDA, while renewable energy production boosts revenue and market positioning. Infrastructure investments and expansion in customer base improve EBITDA, supported by sustainable financing strategies ensuring stable costs and earnings growth.
View narrative€2.34
FV
8.0% undervalued intrinsic discount1.38%
Revenue growth p.a.
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19 days ago author updated this narrative
WA
Consensus Narrative from 2 Analysts
The Triple Down On Bronchiectasis Campaign Will Expand SmartVest Clearway's Market Reach
Key Takeaways Diversifying beyond homecare and investing in sales efforts may drive revenue growth and improve earnings through expanded market channels and effective sales execution. Operational improvements and strategic working capital management aim to enhance cash flow, reduce costs, and boost net margins, ensuring financial stability.
View narrativeUS$37.00
FV
31.9% undervalued intrinsic discount11.40%
Revenue growth p.a.
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19 days ago author updated this narrative