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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
6.7% overvalued intrinsic discount19.00%
Revenue growth p.a.
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7 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
23.9% undervalued intrinsic discount18.45%
Revenue growth p.a.
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57users have followed this narrative
7 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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7 days ago author updated this narrative
WA
Consensus Narrative from 2 Analysts
Nimbl Platform Launch Will Drive Lymphedema Treatment Adoption And Market Expansion
Key Takeaways Market development and clinician training efforts are expanding reach and driving revenue growth opportunities for lymphedema care. The Nimbl platform and strong clinical evidence support increased product adoption and influence payer policies, potentially enhancing market access and revenue streams.
View narrativeUS$21.50
FV
38.8% undervalued intrinsic discount8.55%
Revenue growth p.a.
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6 days ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
Joint Ventures With BlackRock And Healthy Liquidity Position Will Support Future Prospects
Key Takeaways Expanding investment ventures and strategic partnerships, such as with BlackRock, bolster income assets, potentially driving revenue and improving net margins. Strong liquidity, hedging strategies, and property sales support stable cash flow and earnings, positively impacting revenue opportunities and overall financial health.
View narrativeUS$16.75
FV
24.4% undervalued intrinsic discount71.74%
Revenue growth p.a.
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6 days ago author updated this narrative
WA
Consensus Narrative from 3 Analysts
Acquisition Of Sherlock Biosciences Will Expand Molecular Diagnostics Capabilities
Key Takeaways The acquisition of Sherlock Biosciences and strategic partnerships are set to bolster OraSure's innovation, diagnostics capabilities, and core business revenue growth. Operational efficiencies and insourcing production initiatives aim to significantly enhance margins and profitability, focusing on automation and streamlined operations.
View narrativeUS$5.00
FV
29.8% undervalued intrinsic discount-5.51%
Revenue growth p.a.
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6 days ago author updated this narrative
WA
Consensus Narrative from 1 Analyst
Capturing High-Value Retail Deposits Will Strengthen Core Funding
Key Takeaways Strong deposit growth and reduction in wholesale funding are expected to enhance net interest margins and boost earnings. Focus on high-value retail deposits and community engagement should support revenue growth and improve earnings stability.
View narrativeUS$23.00
FV
11.0% undervalued intrinsic discount11.38%
Revenue growth p.a.
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6 days ago author updated this narrative
WA
Consensus Narrative from 7 Analysts
Expansion Of Virtual Brands Like The Burger Den And Digital Initiatives Will Drive Future Success
Key Takeaways Expansion of virtual brands and strategic closures aim to optimize resources and improve net margins, boosting revenue and franchisee cash flow. Investments in digital initiatives and Diner 2.0 remodels are expected to enhance customer engagement, drive traffic growth, and increase profitability.
View narrativeUS$7.50
FV
47.6% undervalued intrinsic discount3.13%
Revenue growth p.a.
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6 days ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
Reducing Inventory Bolsters Margins Amid Global Demand Weakness And Interest Pressures
Key Takeaways Aggressive inventory management and structural improvements are enhancing resilience and driving profitability through better net margins and normalized equipment margins. Strategic acquisitions and expansion into higher-margin services are expected to support revenue growth and improve recurring revenue streams.
View narrativeUS$21.25
FV
31.8% undervalued intrinsic discount-2.50%
Revenue growth p.a.
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6 days ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
Branch Expansion And Credit Improvements Will Shape Future Success
Key Takeaways Regional Management focuses on portfolio growth through investments and branch expansion, aiming to drive significant revenue increases. Stronger credit performance and expense management are expected to improve net margins and boost overall earnings.
View narrativeUS$41.75
FV
28.6% undervalued intrinsic discount10.88%
Revenue growth p.a.
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6 days ago author updated this narrative
WA
Consensus Narrative from 12 Analysts
Government Infrastructure Spend May Create Opportunities, While Margin Pressures Persist
Key Takeaways Diversification into highways and non-road sectors, coupled with government infrastructure spending, should propel G R Infraprojects' revenue growth. Liquidity boost from asset monetization and focus on higher-margin projects may enhance G R Infraprojects' earnings and margin recovery.
View narrative₹1.52k
FV
40.3% undervalued intrinsic discount16.32%
Revenue growth p.a.
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6 days ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
Digital Green Acquisitions Expected To Strengthen Business From 2025
Key Takeaways Strategic acquisitions and focus on high-margin sectors like Business Services are projected to significantly enhance growth and profitability. Reduction in financial charges and investments in digital platforms are expected to improve earnings from the second half of 2025 onward.
View narrative€139.05
FV
44.0% undervalued intrinsic discount11.78%
Revenue growth p.a.
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6 days ago author updated this narrative