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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
5.4% 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
28.9% undervalued intrinsic discount18.45%
Revenue growth p.a.
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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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WA
Consensus Narrative from 38 Analysts
Investments In Biosimilars And NRT Will Expand Market Reach, Yet Regulatory Hurdles May Persist
Key Takeaways Strategic expansion in biosimilars and key product markets could drive revenue and improve margins. Increased investment in R&D for complex generics and GLP-1 assets aims to boost high-margin, innovative product offerings.
View narrative₹1.35k
FV
16.9% undervalued intrinsic discount5.92%
Revenue growth p.a.
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about 1 month ago author updated this narrative
WA
Consensus Narrative from 14 Analysts
Collaboration With Mercedes-Benz On Sustainable Development Will Drive Future Success
Key Takeaways Execution of renewable projects and recycling focus positions Hydro for revenue growth by diversifying energy sources and capturing premium markets. Cost savings from fuel switches and operational improvements bolster net margins, enhancing earnings even during market downturns.
View narrativeNOK 80.67
FV
16.4% undervalued intrinsic discount4.32%
Revenue growth p.a.
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WA
Consensus Narrative from 33 Analysts
Women's Health Plan And Tech Investments Will Drive Future Success
Key Takeaways Product innovation and niche market targeting could drive future revenue growth and cater to unmet customer needs. Focus on high-margin segments and efficient distribution strategies aims to improve profitability and enhance overall earnings.
View narrative₹739.48
FV
26.3% undervalued intrinsic discount-7.61%
Revenue growth p.a.
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about 1 month ago author updated this narrative
WA
Consensus Narrative from 19 Analysts
GenAI-Powered Assistant And Market Expansion Will Improve Customer Engagement
Key Takeaways Sage is advancing AI integration to boost operational efficiency and customer engagement, fostering revenue growth through adoption and retention. Strategic expansion and disciplined cost control are driving revenue growth and enhancing operating margins, supporting long-term earnings and shareholder value.
View narrativeUK£13.20
FV
7.6% undervalued intrinsic discount9.16%
Revenue growth p.a.
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WA
Consensus Narrative from 22 Analysts
Planned Expansion Of Pingo Doce And Ara Stores Will Boost Consumer Experience
Key Takeaways Strategic investments in store infrastructure and value propositions may enhance consumer experience and drive revenue growth. Efforts on cost management and a favorable margin mix could stabilize net margins and boost future earnings.
View narrative€21.54
FV
5.5% undervalued intrinsic discount6.33%
Revenue growth p.a.
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WA
Consensus Narrative from 14 Analysts
Advanced Technologies And Partnerships Will Improve Telecommunications And Cloud Solutions
Key Takeaways AI-driven efficiencies and international expansion are expected to boost revenue and competitive advantages through improved margins and personalized customer retention. Strategic partnerships and advanced technologies promise significant earnings growth in telecommunications and cloud solutions.
View narrativeJP¥963.23
FV
5.4% undervalued intrinsic discount8.27%
Revenue growth p.a.
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WA
Consensus Narrative from 12 Analysts
Digital Transformation And Robinsons Bank Merger To Strengthen Future Prospects
Key Takeaways BPI's shift to non-institutional loans, consumer focus, and digital transformation are driving revenue growth and increasing net margins. Merging with Robinsons Bank and ESG focus offer opportunities for revenue enhancement and attract sustainability-focused investments.
View narrative₱154.48
FV
14.6% undervalued intrinsic discount11.51%
Revenue growth p.a.
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WA
Consensus Narrative from 15 Analysts
Rail Demand And Sustainability Focus Will Drive Positive Future Prospects
Key Takeaways Strong order intake and rail sector demand, especially in Asia Pacific, indicate potential future revenue growth and positive market positioning. Efficiency measures and strategic financing, including sustainability-focused initiatives, are expected to enhance net margins and investor confidence.
View narrative€77.47
FV
15.7% overvalued intrinsic discount3.66%
Revenue growth p.a.
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WA
Consensus Narrative from 18 Analysts
Expansion Into Growth Markets And High-Profile Contracts Will Strengthen Future Prospects
Key Takeaways Strategic acquisitions and a focused operational pivot are set to boost Sodexo's revenue growth and improve margins. Expansion in growth markets and high-profile contracts underpin strong future earnings potential and business momentum.
View narrative€91.42
FV
15.5% undervalued intrinsic discount5.27%
Revenue growth p.a.
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