Global Community

PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.

US$5.30

78.1% undervalued

Revenue growth p.a.

New

PayPal Holdings

Zwfis

Community Contributor

PayPal's Future Growth Through Venmo and Merchant Solutions

"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.

US$105.25

33.3% undervalued

7.22%

Revenue growth p.a.

New

IREN

BlackGoat

Community Contributor

IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers

Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.

US$26.54

0.2% undervalued

30.00%

Revenue growth p.a.

26 days ago

Cadeler

Mandelman

Community Contributor

Cadeler set to grow with market.

NOK 95.36

45.5% undervalued

30.00%

Revenue growth p.a.

Updated

Load previous narratives

Monolithic Power Systems

Key Takeaways Delayed ramp-up of silicon carbide applications and automotive products might slow initial revenue realization and market penetration, impacting earnings timelines. Expanded product lines for hyperscaler data centers and diverse tech presence face unpredictability, with potential constraints on margin and earnings growth due to customer delays.

Consensus Narrative from 13 Analysts

Silicon Carbide Inverters And Automotive Audio Will Shape Uncertain Trajectory

US$658.76

26.9% overvalued

15.50%

Revenue growth p.a.

4 months ago

Universal Display

Key Takeaways Commercialization of advanced phosphorescent blue emitters and broad OLED adoption are set to drive consistent material sales, premium pricing, and recurring royalties. Automotive and expanded manufacturing investments, along with rising sustainability demand, position Universal Display for sustained revenue and margin growth.

Consensus Narrative from 9 Analysts

OLED Adoption Will Transform Consumer Electronics And Automotive Displays

US$213.00

34.9% undervalued

11.75%

Revenue growth p.a.

4 months ago

Ares Management

Key Takeaways Expanded executive leadership and strategic initiatives are expected to enhance resource allocation, driving growth and potentially boosting revenue and margins. Global expansion and diversification into underserved markets aim to increase AUM and management fees, supporting sustained revenue growth.

Consensus Narrative from 13 Analysts

Leadership Appointments And Global Expansion Will Unlock Future Markets

US$190.39

5.9% undervalued

25.96%

Revenue growth p.a.

4 months ago

Apollo Global Management

Key Takeaways Strategic focus on global industrial transformations and retirement services is expected to drive revenue and spread-related earnings growth. Expanding investor base and strategic acquisitions boost fee-related earnings and enhance origination capabilities to service private market demands.

Consensus Narrative from 16 Analysts

Global Infrastructure And Retirement Services Will Boost Market Financing

US$193.00

29.4% undervalued

-37.72%

Revenue growth p.a.

4 months ago

Host Hotels & Resorts

Key Takeaways Focus on premium experiences, sustainability, and wellness captures demand from evolving traveler preferences, supporting higher rates, brand loyalty, and favorable margins. Strategic reinvestment and capital strength enable property upgrades and opportunistic acquisitions, driving outperformance and positioning for long-term growth.

Consensus Narrative from 17 Analysts

Global Travel And Wellness Trends Will Fuel Upscale Lodgings

US$21.50

20.0% undervalued

5.79%

Revenue growth p.a.

4 months ago

KKR

Key Takeaways Continued diversification in asset management and private wealth signals potential revenue growth by expanding client bases and launching new credit products. Strategic investments in lower-risk ventures and full ownership of Global Atlantic are expected to enhance earnings and net profit margins.

Consensus Narrative from 18 Analysts

Asset Management And Private Wealth Will Drive Future Momentum

US$118.70

17.5% overvalued

-23.69%

Revenue growth p.a.

4 months ago

Lattice Semiconductor

Key Takeaways Expansion of product portfolio and innovation in edge AI are expected to drive significant revenue growth in small to mid-range FPGA segments. Strategic R&D site establishment in India and workforce realignment aim to reduce costs, potentially improving net margins and future earnings.

Consensus Narrative from 13 Analysts

Expanding R&D In Pune And Product Portfolio Will Transform Markets

US$53.32

24.5% overvalued

4.62%

Revenue growth p.a.

4 months ago

Ball

Key Takeaways Strategic acquisitions and contract renewals promise capacity expansion and earnings stability, enhancing long-term revenue predictability. Focus on operational improvements and regional growth strategies is set to boost profitability and support earnings expansion.

Consensus Narrative from 13 Analysts

Acquisitions And Contract Renewals Will Boost Production Capacity

US$51.79

1.6% overvalued

1.28%

Revenue growth p.a.

4 months ago

T. Rowe Price Group

Key Takeaways Fee compression from a shift to lower-fee products is negatively impacting net revenue outlook, pressuring earnings. Substantial net outflows and challenges in delivering alpha in a narrow market could suppress future revenue growth and earnings.

Consensus Narrative from 12 Analysts

2% Fee Compression And Heavy Outflows Will Derail Future Revenue