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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
1.6% overvalued intrinsic discount19.00%
Revenue growth p.a.
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4 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
27.9% undervalued intrinsic discount18.45%
Revenue growth p.a.
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4 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
33.3% undervalued intrinsic discount15.00%
Revenue growth p.a.
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4 days ago author updated this narrative
WA
Consensus Narrative from 17 Analysts
Favorable Interest Rates Will Support Sustainable Income In Global Specialty Insurance
Key Takeaways Strategic capital management, including buybacks and dividends, signals strong shareholder returns and boosts earnings per share. Focus on capital deployment and investment in profitable markets supports long-term revenue and earnings growth.
View narrative€539.43
FV
7.3% overvalued intrinsic discount10.44%
Revenue growth p.a.
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7users have followed this narrative
3 days ago author updated this narrative
WA
Consensus Narrative from 19 Analysts
Advancing In AI And 3-Nanometer Tech Will Boost Efficiency And Market Position
Key Takeaways Automation initiatives and smart production efforts may enhance productivity, reduce costs, and improve operational efficiencies, potentially boosting net margins. Strategic investments in advanced semiconductor technologies and AI applications could increase market share and drive significant revenue growth.
View narrativeJP¥31.88k
FV
32.6% undervalued intrinsic discount8.41%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 21 Analysts
Acquisition Of Iowa Northern Will Expand Network And Improve Efficiency
Key Takeaways Network expansion and improved labor relations are set to boost operational efficiency, reducing uncertainties and enhancing margins. Strategic investments and initiatives focus on growth in key segments, supporting revenue and earnings increases.
View narrativeCA$167.71
FV
17.4% undervalued intrinsic discount5.61%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 12 Analysts
Re-New Strategy And M&A Aim To Boost Growth But Face Risks In Japanese Insurance Transformation
Key Takeaways Transformation into a leaner organization and the Re-New initiative aim to enhance efficiency, profit growth, and underwriting profits. Expansion into solution offerings like disaster resilience to drive sustainable long-term revenue growth.
View narrativeJP¥6.55k
FV
14.8% undervalued intrinsic discount2.05%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 20 Analysts
Introduction Of 38 New IRDAI-Compliant Products Will Diversify Product Mix Post-2024
Key Takeaways Strategic shift to higher-margin products and expanded distribution network are set to boost income and revenue growth. New compliant products and digital initiatives aim to enhance adaptability, efficiency, and premium revenues.
View narrative₹1.08k
FV
31.5% undervalued intrinsic discount8.88%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 9 Analysts
Investments In ICT And Non-Resource Sectors Will Drive Future Performance
Key Takeaways Proactive investments in non-resource sectors and transforming subsidiaries contribute to inorganic growth, supporting revenue and earnings growth in the future. Strong sector performance and asset replacement strategies boost profitability, potentially enhancing net margins and sustainable growth prospects.
View narrativeJP¥8.92k
FV
23.4% undervalued intrinsic discount2.17%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 18 Analysts
AI And Data Investments Will Improve Efficiency And Customer Experience
Key Takeaways UniCredit's strategic focus on high-value segments and diverse geographical presence is expected to drive growth and boost profitability. Investments in digital transformation and potential M&As could enhance efficiency, revenue, and capital generation, boosting earnings growth.
View narrative€50.16
FV
5.1% overvalued intrinsic discount1.04%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 19 Analysts
Operational Improvements At Scotford And Horizon Set The Stage For Future Success
Key Takeaways Opportunistic acquisitions and focus on production expansions enhance Canadian Natural Resources' production capacity and cash flow, boosting revenue and earnings. Efficiency improvements and cost reductions across operations improve net margins, supporting sustainable growth and long-term shareholder value.
View narrativeCA$54.82
FV
24.5% undervalued intrinsic discount3.57%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 16 Analysts
Investments And AI Demand Will Drive Future Success Across Life Science, Healthcare, And Electronics
Key Takeaways Merck KGaA's Life Science and Electronics sectors are poised for growth, driven by strong customer demand and AI advancements in semiconductors. Strategic investments in CapEx and M&A aim to enhance efficiencies, with oncology driving Healthcare growth through external partnerships.
View narrative€178.50
FV
24.7% undervalued intrinsic discount4.02%
Revenue growth p.a.
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3 days ago author updated this narrative