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.

27 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

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Lattice Semiconductor

Key Takeaways Expanding edge AI and device security markets, along with new product lines, position Lattice for above-industry-average growth and increased market share. Investments in R&D, supply chain optimization, and higher-margin solutions are expected to drive earnings growth, operational leverage, and shareholder returns.

Consensus Narrative from 13 Analysts

Edge AI And IoT Trends Will Drive Chip Adoption

US$85.00

21.9% undervalued

13.21%

Revenue growth p.a.

4 months ago

Key Takeaways Strategic AI investments and acquisitions could boost growth if effectively differentiating products and integrating assets; failure may limit revenue and earnings projections. Mitigating geopolitical risks and optimizing cost savings are crucial; failure may compress margins, impacting growth forecasts adversely.

Consensus Narrative from 15 Analysts

AI-Powered PCs And Future Of Work Will Shape Opportunity

US$28.27

0.9% overvalued

0.61%

Revenue growth p.a.

4 months ago

Monolithic Power Systems

Key Takeaways Introduction of innovative products in clean energy and automotive sectors positions the company for future revenue growth and improved net margins. Share repurchase program and increased dividends indicate strong capital return strategies enhancing shareholder value and driving earnings per share growth.

Consensus Narrative from 13 Analysts

Silicon Carbide Inverters And Audio Will Expand Markets Despite Uncertainty

US$925.00

9.6% undervalued

18.76%

Revenue growth p.a.

4 months ago

Key Takeaways HP's strategic shifts towards AI and advanced technologies aim to boost revenue and margins by positioning the company at the forefront of workplace tech innovation. Efforts to diversify manufacturing and achieve significant cost savings are designed to enhance earnings and resilience, especially through reduced reliance on China.

Consensus Narrative from 15 Analysts

Humane Acquisition And CosmOS Integration Will Transform Workplaces

US$38.00

24.9% undervalued

2.22%

Revenue growth p.a.

4 months ago

Howmet Aerospace

Key Takeaways Surging aircraft demand and advanced material adoption position Howmet for sustained revenue and margin expansion through OEM and aftermarket channels. Strategic supply chain alignment and manufacturing optimization drive higher profitability, cash generation, and reinforced partnerships with aerospace leaders.

Consensus Narrative from 20 Analysts

Growing Air Travel And Efficiency Trends Will Drive Aerospace Demand

US$159.65

9.1% overvalued

12.98%

Revenue growth p.a.

4 months ago

Vertiv Holdings Co

Key Takeaways Vertiv's pricing strategies and supply chain realignment aim to mitigate tariff impacts, risking margins if not achieved by year-end. Investments in R&D and capacity support growth amid digital advancements, balancing regional performance challenges with strong order pipelines.

Consensus Narrative from 23 Analysts

AI Adoption And Supply Chain Realignment Will Secure Future Stability

US$92.18

38.4% overvalued

10.65%

Revenue growth p.a.

4 months ago

Insight Enterprises

Key Takeaways Shifts in cloud enterprise agreements and delayed device refresh cycles may hinder cloud and hardware revenue growth. Cost reductions aim to offset SG&A pressures, but rising interest expenses will impact short-term net earnings.

Consensus Narrative from 4 Analysts

Cloud Adjustments And Cost Cuts Will Reinvigorate Future Outlook

US$156.00

16.6% undervalued

4.34%

Revenue growth p.a.

4 months ago

Hubbell

Key Takeaways Hubbell's integrated solutions model and operational efficiencies are expected to drive revenue growth and improve operating margins. Strong order trends and strategic acquisitions are poised to support growth in utility and electrical markets, enhancing margins and earnings visibility.

Consensus Narrative from 11 Analysts

Unified Electrical Solutions Will Simplify Operations And Expand Markets

US$506.16

14.9% undervalued

5.52%

Revenue growth p.a.

4 months ago

Ingersoll Rand

Key Takeaways Focus on M&A to drive growth could stress margins due to potential high integration and setup costs. Sustainable initiatives and recurring revenue streams might enhance growth, but supply chain issues present a challenge.

Consensus Narrative from 15 Analysts

M&A And Latin America Expansion Will Forge Future Opportunities