Community

Our community narratives are driven by numbers and valuation.

Value any stock for free in seconds

Get alerts and valuation updates

Participate in discussions

Weekly Picks

Broke_Joe

Community Contributor

Pinterest will surge as advertising innovations ignite revenue growth

Pinterest has the potential to significantly grow both revenue and profitability over the next five years, driven by product innovation, improving monetization, and growing advertiser interest in high-intent audiences. Key catalysts include the deepening partnership with Amazon, the rollout of advanced ad tools and video formats, and international ARPU growth.

View narrative

US$42.63

25.1% undervalued

11.00%

Revenue growth p.a.

14 days ago

Brambles

Robbo

Community Contributor

Brambles' Revenue Set to Climb 14% with Profit Margins Following

Brambles Limited (ASX: BXB) – A Practical Pillar of Global Logistics Brambles is an Australia-based logistics company with operations in over 60 countries, best known for its CHEP-branded pallet pooling system. Founded in 1875, it has evolved into a key enabler of global supply chains, particularly in fast-moving consumer goods (FMCG), retail, pharmaceuticals, and agriculture.

View narrative

AU$21.90

6.9% overvalued

14.24%

Revenue growth p.a.

15 days ago

Scandinavian Tobacco Group

kapirey

Community Contributor

Challenging Future for STG as Organic Sales Decline by 8.8%

Key Financial Results (Q1 2025) Reported net sales : DKK 2.0 billion ( +1.3% year-over-year ). Organic net sales growth : -8.8% , due to: Lower consumption of handmade cigars in the U.S. End of online distribution of ZYN in the U.S. Temporary supply issues caused by SAP implementation in European factories.

View narrative

DKK 116.13

25.8% undervalued

2.92%

Revenue growth p.a.

7 days ago

Load previous narratives

Sonos

AnalystConsensusTarget

Consensus Narrative from 4 Analysts

US And Europe Home Audio Will Spark Global Expansion

Key Takeaways Strong product innovation, global expansion, and software upgrades are driving brand differentiation, revenue growth, and deeper customer engagement across core and emerging markets. Operational efficiencies and supply chain shifts are improving profitability, reducing risk, and supporting more stable earnings amid geopolitical uncertainties.

View narrative

US$11.83

14.6% undervalued

2.49%

Revenue growth p.a.

5 days ago

Xeris Biopharma Holdings

AnalystConsensusTarget

Consensus Narrative from 5 Analysts

Chronic Disease Trends Will Drive Healthcare Market Expansion

Key Takeaways Expansion into patient-friendly chronic disease treatments and proprietary technology supports higher sales, operational efficiency, and ongoing market differentiation. Focused commercial outreach, disciplined cost management, and non-dilutive growth strategy drive margin improvement and set the stage for sustainable, profitable growth.

View narrative

US$6.10

17.2% undervalued

20.57%

Revenue growth p.a.

5 days ago

Clariane

AnalystConsensusTarget

Consensus Narrative from 5 Analysts

Refinancing And French Pricing Will Pressure Margins But Build Resilience

Key Takeaways Ongoing disposal plan and deleveraging efforts may limit opportunistic growth and reduce future revenue streams. Margin pressures and refinancing could impact profitability and financial flexibility, constraining revenue and earnings growth.

View narrative

€3.22

18.4% overvalued

5.07%

Revenue growth p.a.

5 days ago

Syrma SGS Technology

AnalystConsensusTarget

Consensus Narrative from 21 Analysts

Engineering Focus Across Industrial, Automotive And Healthcare Will Unlock Opportunity

Key Takeaways Strategic pivot to high-margin sectors, new customer wins, and capacity expansion position Syrma SGS for robust earnings and margin improvement. Policy tailwinds, export demand, and diversification into ODM and smart technologies provide sustained growth drivers across domestic and global markets.

View narrative

₹605.67

11.4% undervalued

28.34%

Revenue growth p.a.

5 days ago

Grindr

AnalystConsensusTarget

Consensus Narrative from 4 Analysts

New AI Features And Expanding Global Markets Will Fuel Progress

Key Takeaways AI-driven feature expansion and intent-based products are set to boost user engagement, retention, and new monetization opportunities, improving revenue and margins. International growth and localized offerings position Grindr to capture a larger global user base and drive sustained revenue expansion beyond core U.S. markets.

View narrative

US$25.50

3.0% undervalued

22.39%

Revenue growth p.a.

5 days ago

New York Mortgage Trust

AnalystConsensusTarget

Consensus Narrative from 7 Analysts

Investments In Agency RMBS Will Unlock New Opportunities

Key Takeaways Strategic focus on Agency RMBS and short-duration credit assets aims to enhance interest income and future revenue growth, adapting well to market conditions. Increased liquidity through timely financial actions and operational efficiencies supports portfolio growth, dividend coverage, and potential margin improvements.

View narrative

US$9.93

35.3% undervalued

-4.31%

Revenue growth p.a.

5 days ago

Avadel Pharmaceuticals

AnalystConsensusTarget

Consensus Narrative from 8 Analysts

New Indications And Patient Focus Will Deliver Long-Term Market Strength

Key Takeaways Strong demand for LUMRYZ and favorable legal outcomes position Avadel for sustained growth and expanded market opportunities in sleep disorders. Enhanced patient engagement, robust IP protection, and strategic investments support premium pricing, improved profitability, and long-term competitive strength.

View narrative

US$17.56

45.9% undervalued

28.28%

Revenue growth p.a.

5 days ago

Boeing

AnalystConsensusTarget

Consensus Narrative from 27 Analysts

787 Production Will Stabilize And Contract Wins Will Support Progress

Key Takeaways Stabilizing production and increasing 737 and 787 rates build a strong foundation for future revenue, supported by a significant backlog. Divestiture of Digital Aviation Solutions business boosts cash flow, strengthening balance sheet and supporting core operations.

View narrative

US$210.53

0.4% overvalued

17.21%

Revenue growth p.a.

160

5 days ago

B&G Foods

AnalystConsensusTarget

Consensus Narrative from 7 Analysts

Core Category Focus Will Create Sustainable Operational Efficiency

Key Takeaways Portfolio refocusing and cost reduction initiatives are expected to improve margins, operational efficiency, and strengthen overall financial health. Emphasis on core categories and forward-looking M&A ambitions position the company for long-term, stable growth amid shifting consumer trends.

View narrative

US$5.50

24.5% undervalued

-0.42%

Revenue growth p.a.

5 days ago

Community

Weekly Picks

Pinterest will surge as advertising innovations ignite revenue growth

Brambles' Revenue Set to Climb 14% with Profit Margins Following

Challenging Future for STG as Organic Sales Decline by 8.8%

US And Europe Home Audio Will Spark Global Expansion

Chronic Disease Trends Will Drive Healthcare Market Expansion

Refinancing And French Pricing Will Pressure Margins But Build Resilience

Engineering Focus Across Industrial, Automotive And Healthcare Will Unlock Opportunity

New AI Features And Expanding Global Markets Will Fuel Progress

Investments In Agency RMBS Will Unlock New Opportunities

New Indications And Patient Focus Will Deliver Long-Term Market Strength

787 Production Will Stabilize And Contract Wins Will Support Progress

Core Category Focus Will Create Sustainable Operational Efficiency

Value any company in seconds

Popular companies

Community

Weekly Picks

Pinterest will surge as advertising innovations ignite revenue growth

Brambles' Revenue Set to Climb 14% with Profit Margins Following

Challenging Future for STG as Organic Sales Decline by 8.8%

Community Investing Ideas

US And Europe Home Audio Will Spark Global Expansion

Chronic Disease Trends Will Drive Healthcare Market Expansion

Refinancing And French Pricing Will Pressure Margins But Build Resilience

Engineering Focus Across Industrial, Automotive And Healthcare Will Unlock Opportunity

New AI Features And Expanding Global Markets Will Fuel Progress

Investments In Agency RMBS Will Unlock New Opportunities

New Indications And Patient Focus Will Deliver Long-Term Market Strength

787 Production Will Stabilize And Contract Wins Will Support Progress

Core Category Focus Will Create Sustainable Operational Efficiency

Value any company in seconds

Popular companies