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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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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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1 day 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 7 Analysts
Sterling Integration Expected To Unlock Synergies And Improve Operational Efficiencies
Key Takeaways Strategic acquisitions and integration under the FA 5.0 strategy are set to enhance synergies, operating efficiencies, and profitability through margin expansion. Investments in technology and differentiated platforms are driving competitive advantages, improving customer retention, and supporting revenue growth through enhanced offerings.
View narrativeUS$18.86
FV
31.1% undervalued intrinsic discount25.71%
Revenue growth p.a.
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WA
Consensus Narrative from 4 Analysts
Persisting Elevated Interest Rates Will Decrease Agency Origination Volumes And Earnings
Key Takeaways Elevated interest rates and reduced agency production are expected to slow revenue growth and pressure net income. Dividend strategy may adjust to lower earnings guidance, affecting shareholder returns and EBITDA.
View narrativeUS$12.63
FV
4.6% undervalued intrinsic discount-30.68%
Revenue growth p.a.
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WA
Consensus Narrative from 13 Analysts
Introducing SmartCore HPC And Cognito AI Will Meet Future Market Demand
Key Takeaways Expansion into digitalization and AI-powered products aligns with industry trends, potentially driving significant future revenue growth and market competitiveness. Engagement with Asian OEMs and vertical integration strategies could bolster revenue diversification and improve operational efficiency, enhancing margins and shareholder value.
View narrativeUS$107.54
FV
21.3% undervalued intrinsic discount2.19%
Revenue growth p.a.
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WA
Consensus Narrative from 11 Analysts
SuperPlay Acquisition And New Games Like Disney Solitaire Will Signal A Promising Future
Key Takeaways Expanding the game portfolio through acquisitions and new launches is expected to drive revenue growth and strengthen market presence. Shifting to direct-to-consumer platforms and focusing on new studios aims to improve margins and stabilize long-term earnings.
View narrativeUS$8.20
FV
41.7% undervalued intrinsic discount5.77%
Revenue growth p.a.
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WA
Consensus Narrative from 5 Analysts
Expanding Partnerships Across Industries Will Boost Future Market Presence
Key Takeaways Ongoing sales momentum and strong client onboarding are expected to drive revenue growth and enhance earnings stability. Strategic conversion of interchange to a revenue generator and product innovation suggest potential for margin expansion and market share growth.
View narrativeUS$35.40
FV
13.1% undervalued intrinsic discount24.28%
Revenue growth p.a.
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WA
Consensus Narrative from 6 Analysts
Expanding Digital Billboards Will Create Opportunities But CAPEX May Constrain Cash Flow
Key Takeaways Growth in digital billboard and automated advertising suggests potential for higher future revenues amid expanding digital capabilities and technology investments. Reducing leverage and strategic investments in transit and AFFO growth indicate improved margins and financial stability.
View narrativeUS$20.42
FV
20.1% undervalued intrinsic discount2.39%
Revenue growth p.a.
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WA
Consensus Narrative from 8 Analysts
By Acquiring Skuad And Expanding Our Platform, We Will Capture Global Workforce Management Market Share
Key Takeaways Strategic initiatives in customer segmentation and pricing strategies are set to improve ARPU and net margins, optimizing product bundling. Expanding regulatory infrastructure, especially in China, will deepen market presence and reinforce a competitive advantage in high-growth regions.
View narrativeUS$12.44
FV
43.2% undervalued intrinsic discount8.95%
Revenue growth p.a.
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WA
Consensus Narrative from 10 Analysts
New Rides And Attractions Will Boost Attendance In 2025
Key Takeaways Innovative rides and attractions, along with marketing optimization, are designed to enhance attendance and revenue growth. International expansion and cost reduction efforts aim to improve margins while share buybacks indicate strong cash flow confidence.
View narrativeUS$63.80
FV
26.0% undervalued intrinsic discount2.58%
Revenue growth p.a.
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WA
Consensus Narrative from 9 Analysts
New Brazil Contracts And Deepwater Projects Will Boost Future Growth Despite Market Softening And Regulatory Risks
Key Takeaways Long-term contracts and focus on Deepwater projects could drive future revenue growth and stabilize earnings. Cost management and technology adoption might improve net margins and positively impact net earnings.
View narrativeUS$50.22
FV
52.4% undervalued intrinsic discount9.42%
Revenue growth p.a.
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