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

27.8% 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

25.6% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

Robbo

Community Contributor

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

AU$22.00

4.9% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Denny's

Key Takeaways New digital investments, loyalty program, and value-oriented promotions are positioned to increase customer engagement and drive topline and margin growth despite economic pressures. Portfolio streamlining and margin initiatives aim to boost franchise profitability, reduce risk, and create a more resilient earnings base amid cost inflation.

Consensus Narrative from 5 Analysts

Digital Investments And Loyalty Programs Will Increase Guest Traffic

US$5.95

38.2% undervalued

4.27%

Revenue growth p.a.

Updated

Calumet

Key Takeaways Accelerated renewables expansion and regulatory tailwinds drive higher margins, premium pricing, and stronger earnings outlook, particularly for sustainable aviation fuel and renewable diesel. Operational cost reductions, deleveraging, and flexible manufacturing support resilient cash flow, margin stability, and increased equity value amid evolving market trends.

Consensus Narrative from 5 Analysts

Sustainable Aviation Fuel Expansion Will Capture Future Market Opportunity

US$18.80

29.4% undervalued

3.75%

Revenue growth p.a.

Updated

Standex International

Key Takeaways Automation, electrification, and digital transformation are fueling persistent demand for Standex's high-margin solutions, supporting sustained revenue and margin growth. Strategic acquisitions, portfolio management, and expansion into resilient sectors enhance sales, operational leverage, and reduce geographic and market risks.

Consensus Narrative from 5 Analysts

Automation And Electrification Will Strengthen Future Market Resilience

US$209.80

10.3% undervalued

10.29%

Revenue growth p.a.

5 days ago

Vistra

Key Takeaways Vistra's zero-carbon energy projects position the company for expanded capacity and reduced costs, potentially boosting net margins. Strong capital return plans via share repurchases and dividends aim to enhance earnings per share growth.

Consensus Narrative from 16 Analysts

AI And Data Centers Will Expand Renewable Energy Capacity

US$207.22

3.4% undervalued

9.00%

Revenue growth p.a.

126

Updated

Insmed

Key Takeaways Anticipated U.S. and international launches of brensocatib are key catalysts for significant revenue growth and new market penetration. Strategic investment in market access and R&D aims to sustain long-term profitability and support efficient product launches.

Consensus Narrative from 17 Analysts

Brensocatib's 2025 Launch Will Transform Bronchiectasis Care

US$120.12

6.0% undervalued

80.41%

Revenue growth p.a.

Updated

Ionis Pharmaceuticals

Key Takeaways Revenue growth and profit margins are threatened by pricing pressures, regulatory scrutiny, and reliance on narrow indications and select partnerships. High competition, rising costs, and uncertain market adoption may lead to persistent operating losses and volatile financial performance.

Consensus Narrative from 26 Analysts

Escalating Payer Pressures Will Crush Margins Despite Fleeting Pipeline Optimism

US$38.00

7.5% overvalued

1.06%

Revenue growth p.a.

New

SiTime

Key Takeaways Intensifying competition and rapid industry investment threaten SiTime with supply-demand imbalances, shrinking markets, and margin pressures as technology evolves. Overreliance on key customers and high R&D costs, combined with geopolitical risks, create earnings volatility and long-term revenue uncertainty.

Consensus Narrative from 6 Analysts

AI Infrastructure Growth Will Intensify Overcapacity And Supply Risks

US$180.00

12.8% overvalued

35.63%

Revenue growth p.a.

New

SentinelOne

Key Takeaways Rising compliance costs, regulatory hurdles, and industry consolidation threaten SentinelOne's revenue growth, margins, and long-term relevance in the cybersecurity market. Persistent R&D and sales spending, coupled with strong competition and customer budget sensitivity, may undermine profitability and limit operating margin improvement.

Consensus Narrative from 35 Analysts

Mounting Regulatory Costs And Open-Source Competition Will Hurt Cybersecurity Markets

US$17.00

7.0% undervalued

19.17%

Revenue growth p.a.

New

GitLab

Key Takeaways Proliferation of AI tools, bundled competitor offerings, and architectural trends threaten GitLab's platform relevance, pricing power, and overall market opportunity. Rising regulatory demands and relentless innovation spending increase costs, challenging profitability and long-term earnings growth.

Consensus Narrative from 27 Analysts

Fragmenting DevOps Pipelines Will Undermine Future Profitability