Global Community

ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.

US$163.75

23.6% undervalued

12.00%

Revenue growth p.a.

New

ING Groep

PittTheYounger

Community Contributor

ING leads the pack when it comes to pivoting towards non-lending income

The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.

€27.92

23.7% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

Robbo

Community Contributor

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

AU$22.00

4.3% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

fuboTV

Key Takeaways Sports-focused bundles, exclusive content partnerships, and enhanced user personalization aim to drive subscriber growth, engagement, and revenue diversification. Improved ad technology, operational efficiency, and international expansion support margin gains and position for sustainable long-term profitability.

Consensus Narrative from 3 Analysts

Digital Streaming And Ad Tech Will Expand Future Markets

Silicon Motion Technology

US$4.50

19.3% undervalued

3.85%

Revenue growth p.a.

1 day ago

Key Takeaways Unique partnerships and technological leadership enable Silicon Motion to expand market share, diversify products, and stabilize earnings across fast-growing storage markets. Ongoing innovation and strategic alliances drive higher margins, reduce price erosion impact, and foster sustainable long-term revenue and operating performance.

Consensus Narrative from 10 Analysts

AI And Cloud Computing Will Fuel Storage Market Expansion

US$93.30

21.0% undervalued

14.73%

Revenue growth p.a.

2 days ago

Goosehead Insurance

Key Takeaways Technology-driven efficiencies and digital platforms are enhancing client experience, lowering costs, and positioning the company for expanding margins and improved retention. Strategic partnerships and targeted agency growth are increasing access to new markets, accelerating revenue streams, and boosting recurring, higher-quality earnings.

Consensus Narrative from 10 Analysts

AI And Digital Platforms Will Fuel Insurance Excellence

US$111.40

22.7% undervalued

19.98%

Revenue growth p.a.

2 days ago

Galderma Group

Key Takeaways Accelerated growth and profitability are driven by innovative, premium products, digital engagement, and expanding presence in emerging markets. Strategic R&D investments and partnerships enhance Galderma's ability to capture rising demand for advanced dermatological and aesthetic solutions.

Consensus Narrative from 12 Analysts

Global Aesthetics And Aging Trends Will Drive Expansion

CHF 136.99

3.6% undervalued

14.53%

Revenue growth p.a.

about 20 hours ago

LivePerson

Key Takeaways Intensifying competition and integrated alternatives are shrinking LivePerson's market share and long-term revenue opportunities. Ongoing losses and high customer churn threaten recurring revenue, necessitating reliance on costly external financing.

Consensus Narrative from 3 Analysts

Inflated Valuation Will Crumble Under Competitive And Regulatory Pressures

US$0.85

16.1% overvalued

-15.10%

Revenue growth p.a.

New

Quest Resource Holding

Key Takeaways Operational and digital improvements may boost efficiency and retention, but near-term profitability faces pressure from client demands and a competitive environment. Growth opportunities exist due to ESG trends and urbanization, yet customer concentration and industrial market cycles limit revenue consistency and scalability.

Consensus Narrative from 3 Analysts

Industrial Weakness Will Squeeze Earnings But Spur Margin Recovery

US$2.25

25.8% undervalued

-3.04%

Revenue growth p.a.

New

Key Takeaways Cyclical market exposure, trade uncertainties, and volatile product demand create risks for stable growth and could pressure margins due to external shocks. Operational improvements and diversification help, but supply chain instability, intense competition, and ramp-up challenges threaten near-term earnings and long-term potential.

Consensus Narrative from 4 Analysts

Automotive And Supply Risks Will Weigh Margins Yet Spark Hope

US$4.00

42.5% undervalued

4.01%

Revenue growth p.a.

New

LightPath Technologies

Key Takeaways Heavy dependence on defense and government contracts, along with integration challenges and project delays, poses significant risks to future revenue stability and profitability. Competitive threats from rapid technological change and increasing regulatory pressures could compress margins and hinder long-term growth and shareholder returns.

Consensus Narrative from 5 Analysts

Persistent Supply And Geopolitical Risks Will Undermine BlackDiamond Value

US$3.00

21.7% overvalued

32.84%

Revenue growth p.a.

New

SKYX Platforms

Key Takeaways Rapid regulatory changes and slow builder adoption may delay revenue growth and limit the company's ability to achieve sustained market penetration. Intense price competition and narrow product focus could erode margins and leave future earnings vulnerable to technological and competitive risks.

Consensus Narrative from 4 Analysts

Regulatory Hurdles And Competition Will Limit Adoption While Prospects Brighten