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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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Updated 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
27.6% 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 9 Analysts
Tactical Alliance With Japan Activation Capital And Expansion Into High-Growth Markets To Boost Profitability
Key Takeaways Profit structure reforms, including streamlined domestic production and strategic price revisions, aim to boost core operating income and net margins. Focus on high-growth products and expanding distribution in overseas markets aims to increase international revenue and improve profit margins.
View narrativeJP¥1.89k
FV
7.0% undervalued intrinsic discount3.09%
Revenue growth p.a.
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about 1 month ago author updated this narrative
WA
Consensus Narrative from 10 Analysts
Calculated Expansion In Silicon Carbide And Ceramics Set To Capitalize On Semiconductor And EV Market Growth
Key Takeaways Strategic acquisitions and expansions in silicon carbide and technical ceramics aim to boost revenue and profitability in semiconductor and defense sectors. Enhancing overseas subsidiaries' performance and targeting synergies to increase international competitiveness supports earnings and market presence.
View narrative₹1.45k
FV
31.9% undervalued intrinsic discount11.10%
Revenue growth p.a.
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about 1 month ago author updated this narrative
WA
Consensus Narrative from 2 Analysts
InfraCapital's Decisive Projects And UnionBank Acquisitions Set To Propel Future Profitability
Key Takeaways Strategic investments in new infrastructure and facilities are set to enhance operational efficiency, cut costs, and boost future earnings across multiple divisions. Diversified growth strategies across real estate, food, and banking sectors are driving revenue opportunities and expanding Aboitiz's market presence.
View narrative₱54.90
FV
40.8% undervalued intrinsic discount-3.91%
Revenue growth p.a.
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about 1 month ago author updated this narrative
WA
Consensus Narrative from 13 Analysts
Azmarda's Growth And CDMO Expansion Will Fuel Strong Revenue And Margin Growth
Key Takeaways Strong cardiology market growth and strategic product positions signal potential revenue boosts and improved market standing. Expansion in CDMO and geographic reach could enhance earnings, backed by cost optimization and high-margin product strategies.
View narrative₹2.19k
FV
28.4% undervalued intrinsic discount13.72%
Revenue growth p.a.
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about 1 month ago author updated this narrative
WA
Consensus Narrative from 22 Analysts
IFRS Adoption And Digital Expansion Will Improve Future Prospects In Health Insurance
Key Takeaways Regulatory changes and IFRS adoption could enhance transparency, financial alignment, and improve margins and earnings. Growth in health insurance, agency vertical, digital expansion, and strategic pricing boost revenue and manage loss ratios.
View narrative₹582.18
FV
37.4% undervalued intrinsic discount18.96%
Revenue growth p.a.
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about 1 month ago author updated this narrative
WA
Consensus Narrative from 13 Analysts
Calculated Acquisitions And Clearwater Projects To Drive Significant Revenue Growth
Key Takeaways Acquisition from Tourmaline and high operator activity drive potential growth in royalty production, positively impacting revenue and margins. Strategic investments and buyout financing enhance operations and revenue without excessive debt, boosting long-term earnings and predictability.
View narrativeCA$32.27
FV
27.0% undervalued intrinsic discount12.96%
Revenue growth p.a.
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about 1 month ago author updated this narrative
WA
Consensus Narrative from 11 Analysts
Transformation Efforts Boost Margins, But Market Challenges Threaten Clean Air And Hydrogen Technologies
Key Takeaways Transformation and cost-reduction efforts are set to improve net margins and boost overall earnings. Aligning Clean Air and Hydrogen Technologies could open up cross-selling opportunities enhancing revenue growth.
View narrativeUK£17.51
FV
18.4% undervalued intrinsic discount-33.13%
Revenue growth p.a.
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about 1 month ago author updated this narrative
WA
Consensus Narrative from 16 Analysts
ECB Rate Cuts Will Stabilize Property Values, Improving Financial Prospects
Key Takeaways Rate cuts and improved sentiment may increase property values, boosting Aroundtown's financial position and revenue potential. Operational strategies and green certifications enhance earnings, aligning with sustainability trends and capturing tenant interest for premium pricing.
View narrative€3.01
FV
23.0% undervalued intrinsic discount3.36%
Revenue growth p.a.
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about 1 month ago author updated this narrative
WA
Consensus Narrative from 11 Analysts
Cutting-Edge EV Innovations And New Facilities Will Propel Revenue Growth And Boost Margins
Key Takeaways The company's expansion with new facilities and greenfield projects is poised to significantly increase revenue and stabilize production costs over time. Growth in EV solutions, localization efforts, and engagement with automotive trends align with expected demand, potentially bolstering efficiencies and revenue in the Indian market.
View narrative₹72.00
FV
28.1% undervalued intrinsic discount13.28%
Revenue growth p.a.
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about 1 month ago author updated this narrative