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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 3 Analysts
Bank Will Expand In Eastern Europe, Diversifying Lending Portfolio
Key Takeaways Strategic focus on expanding small banks and granular loans aims to boost revenue by diversifying the lending portfolio. Enhanced deposit strategy and technology investments are expected to improve net margins and operational efficiencies, driving market share growth.
View narrative€16.88
FV
40.2% undervalued intrinsic discount6.31%
Revenue growth p.a.
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3users have followed this narrative
2 days ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
Fleet Optimization Will Improve Efficiency Amid Potential Revenue Decline
Key Takeaways Strategic fleet optimization and a strong charter backlog enhance revenue visibility, improving net margins and supporting earnings stability. Proactive capital allocation and sustainable financing investments lower capital costs, boosting financial flexibility and positioning the company for growth.
View narrativeNOK 18.91
FV
10.6% undervalued intrinsic discount-19.70%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 5 Analysts
By Increasing Industrial Focus And Strengthening Finances, We Will Capitalize On Future Opportunities
Key Takeaways The strategic focus on industrial acquisitions and lease renewals aims to boost revenue growth and improve net margins. Improved capital strength through unsecured notes and reduced leverage positions the company for market opportunities and enhances earnings potential.
View narrativeUS$17.10
FV
13.8% undervalued intrinsic discount1.82%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 6 Analysts
EDGE AutoPilot Expansion And International Growth Set To Strengthen Future Prospects
Key Takeaways Expansion of EDGE AutoPilot tech and performance-based contracts promises increased revenue and margins through premium pricing. Focus on debt reduction is likely to boost net margins by minimizing interest expenses.
View narrativeCA$3.58
FV
37.2% undervalued intrinsic discount4.05%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 6 Analysts
Ongoing Expansion And Global Sourcing Shift Set To Boost Production Capacity By FY '26
Key Takeaways Strategic expansion and investments in new facilities will boost production capacity, fulfilling more orders and driving revenue growth. Benefiting from global sourcing shifts and backward integration efforts, the company expects enhanced efficiency and long-term growth.
View narrative₹1.22k
FV
29.1% undervalued intrinsic discount15.71%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 1 Analyst
Acquisitions And High Demand In Defense, Energy, And Cybersecurity Will Strengthen Future Market Position
Key Takeaways Successful acquisitions in Finland and Denmark enhance market presence, indicating potential for increased revenue and profitability through growth initiatives. High demand in defense, energy, and cybersecurity sectors presents revenue growth opportunities, suggesting potential for improved net margins and earnings.
View narrativeSEK 133.00
FV
20.9% undervalued intrinsic discount5.92%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 5 Analysts
Upcoming Acquisitions And Developments Will Strengthen Position In Scandinavian Real Estate Market
Key Takeaways Strategic acquisitions and project development initiatives are expected to enhance rental income and earnings capacity, boosting revenue and net margins. Focus on sustainability projects and strong financial positioning could attract ESG investors, capitalize on market opportunities, and enhance valuation.
View narrativeSEK 512.00
FV
17.1% undervalued intrinsic discount12.43%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
Ventilation Market Recovery In 2025 Will Boost Demand For Energy-Efficient Solutions
Key Takeaways Strategic divestment and cost-reduction efforts aim to enhance profitability and strengthen operating margins across key divisions. Focus on acquisitions and ventilation system growth positions Lindab for market leadership and sustained long-term revenue improvement.
View narrativeSEK 238.67
FV
12.2% undervalued intrinsic discount4.04%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
New Factory And Dillinger Partnership Will Strengthen Future Competitive Edge
Key Takeaways Expansion with secure contracts and new factory production enhances revenue growth and future earnings potential, targeting significant EBITDA increases. Strategic partnerships, safety improvements, and operational efficiencies boost competitiveness, reduce costs, and support better net margins.
View narrative€18.93
FV
37.9% undervalued intrinsic discount21.29%
Revenue growth p.a.
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2 days ago author updated this narrative