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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
59.0% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
16
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
8 days ago
author updated this narrative
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
22.8% 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
35
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
4.3% 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
users have followed this narrative
8 days ago
author updated this narrative
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Backblaze
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI Workloads Will Transform Cloud Storage Markets
Key Takeaways Rapid AI-driven data growth and product innovation position Backblaze for accelerated revenue, margin expansion, and increased enterprise adoption. Enhanced sales strategy and operational efficiencies strengthen retention, boost profitability, and support long-term market share gains against larger incumbents.
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US$10.99
FV
50.4% undervalued
intrinsic discount
13.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
5 days ago
author updated this narrative
GoHealth
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Medicare Engagement And Efficiency Will Drive Future Savings
Key Takeaways GoHealth's shift to Medicare engagement enhances consumer relations and boosts operational efficiency, lowering costs and improving margins. Initiatives like PlanFit Save focus on retention, diversifying revenues and improving earnings stability.
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US$21.60
FV
72.2% undervalued
intrinsic discount
4.47%
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
5 days ago
author updated this narrative
Euroapi
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Capacity Expansion And Efficiency Improvements Will Shape Future Success
Key Takeaways Euroapi focuses on high-margin differentiated APIs and CDMO services to boost sustainable revenue and profit margins through strategic project expansions. Strategic realignment through divestment and ESG initiatives aims to cut costs, enhance efficiency, and attract environmentally-conscious clients for long-term growth.
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€3.04
FV
3.0% overvalued
intrinsic discount
-0.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
5 days ago
author updated this narrative
Blade Air Mobility
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
eVTOL And Urban Air Mobility Will Open New Routes
Key Takeaways Transition to electric vertical aircraft (eVTOL) promises long-term growth by enabling new routes and attracting a wider customer base. Increased aircraft ownership and strategic investments are expected to boost profitability through optimized flight economics and efficiencies.
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US$7.20
FV
39.4% undervalued
intrinsic discount
6.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
5 days ago
author updated this narrative
Cerus
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Platelet Business And IFC Demand Will Open Global Markets
Key Takeaways Expansion in platelet business and demand for IFC are expected to drive significant revenue growth. Market penetration and international expansion efforts could enhance revenue through regulatory approvals and product innovations.
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US$4.67
FV
70.9% undervalued
intrinsic discount
13.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
5 days ago
author updated this narrative
Health Catalyst
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Ignite Transition And Recent Acquisitions Will Expand Global Footprint
Key Takeaways Cross-selling through the Ignite platform is projected to boost client additions and accelerate revenue growth. Strategic acquisitions and restructuring are expected to improve profitability and enhance net margins.
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US$6.89
FV
40.6% undervalued
intrinsic discount
10.47%
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
5 days ago
author updated this narrative
8x8
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Multiproduct Adoption And Asia Expansion Will Shape Future Markets
Key Takeaways Cross-selling and product adoption strategies significantly boost recurring revenue and retention, driving future growth and improving net margins. Strategic international expansion and investment in AI-based innovations enhance revenue potential and profitability through higher-margin solutions and reduced financial risk.
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US$2.33
FV
8.6% undervalued
intrinsic discount
0.96%
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
5 days ago
author updated this narrative
Kaltura
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
AI Capabilities And Sales Efforts Will Expand Markets
Key Takeaways Expanding AI capabilities and upselling to existing customers aims to drive significant revenue and ARPU growth. Product maturity and strategic acquisitions are expected to capture market share and support margin improvement.
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US$3.00
FV
37.0% undervalued
intrinsic discount
4.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
5 days ago
author updated this narrative
Personalis
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
NeXT Personal Testing And Moderna Partnership Will Improve Cancer Care
Key Takeaways Strategic partnerships and agreements are expected to drive significant revenue and market expansion, particularly in MRD testing and tumor profiling. Investments and collaborations with major companies should enhance distribution and efficiency, improving revenue and margins through economies of scale.
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US$7.14
FV
9.1% undervalued
intrinsic discount
19.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
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