Global Weekly Picks

Community Contributor

Airbnb (ABNB): Still one of the most interesting bets in travel

Key insights Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences) International markets are growing faster than the US, which is slowing down Product experience is improving a lot, with AI making search and booking easier Regulations are becoming a big risk, especially in Europe where listings are getting removed The way people move around the world has changed. It’s not only about holidays anymore.

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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

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.

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€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

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.

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AU$22.00

4.3% undervalued

8.72%

Revenue growth p.a.

New

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Marvell Technology

AnalystLowTarget

Consensus Narrative from 38 Analysts

AI And Custom Silicon Programs Will Empower Data Center Evolution

Key Takeaways Heavy reliance on AI and custom silicon growth may not meet expectations due to market competition and saturation, affecting revenue. Negative margins and limited visibility into non-GAAP targets may undermine earnings and investor confidence, despite strong cash flows.

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US$64.31

18.5% overvalued

18.88%

Revenue growth p.a.

6 days ago

Amphenol

AnalystLowTarget

Consensus Narrative from 16 Analysts

Global Supply Chain Woes Will Shrink Margins And Raise Costs

Key Takeaways Emerging technologies and heightened competition risk eroding Amphenol's margins, pricing power, and sales growth across core legacy products. Regulatory, supply chain, and R&D pressures are expected to increase costs, straining profitability and free cash flow in the face of uncertain returns.

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US$90.16

21.1% overvalued

12.02%

Revenue growth p.a.

6 days ago

Trane Technologies

AnalystLowTarget

Consensus Narrative from 19 Analysts

Legacy HVAC Demand Will Decline Under Rising Regulatory Pressure

Key Takeaways Accelerating adoption of advanced, energy-efficient technologies and rising regulations threaten Trane's traditional HVAC revenue, raising risk of market share erosion and higher compliance costs. Heavy reliance on North American commercial HVAC and vulnerability to global trade disruptions expose Trane to topline stagnation, margin compression, and increased competition from innovative rivals.

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US$344.71

22.8% overvalued

6.32%

Revenue growth p.a.

6 days ago

Target

AnalystLowTarget

Consensus Narrative from 32 Analysts

Retail Infrastructure And AI Will Modernize Future Operations Despite Risks

Key Takeaways Strategic investments aim to enhance operational efficiency and boost revenue by modernizing stores, supply chain, and technology. Focus on loyalty programs and technology modernization drives market share gains, customer engagement, and improved profitability.

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US$82.00

25.6% overvalued

0.48%

Revenue growth p.a.

6 days ago

Arm Holdings

AnalystLowTarget

Consensus Narrative from 33 Analysts

In-house Chip Design And RISC-V Will Undermine Licensing Revenue

Key Takeaways Rising in-house chip design by key clients and open-source adoption threaten Arm's traditional licensing and royalty-based revenue streams. Increased R&D spending and changing market dynamics could squeeze margins, while geopolitical tensions risk limiting access to critical growth markets.

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US$81.68

70.1% overvalued

15.77%

Revenue growth p.a.

6 days ago

Arista Networks

AnalystLowTarget

Consensus Narrative from 24 Analysts

Reliance On Hyperscale Customers And Rising Pressures Will Undermine Prospects

Key Takeaways Heavy dependence on large cloud and AI customers, shifting industry technology, and hyperscaler in-house hardware pose risks to revenue stability and margin resilience. Global protectionism, sustainability pressures, and intensifying competition may increase costs, limit market expansion, and compress future profitability.

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US$103.00

33.3% overvalued

14.54%

Revenue growth p.a.

6 days ago

Airbnb

AnalystLowTarget

Consensus Narrative from 35 Analysts

Rising Regulatory Hurdles And Market Saturation Will Bar Recovery

Key Takeaways Regulatory headwinds, negative public sentiment, and housing market criticisms threaten Airbnb's growth prospects and restrict market expansion. Rising competition, compliance costs, and market saturation erode profit margins and challenge efforts to sustain revenue growth.

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US$97.27

28.6% overvalued

8.51%

Revenue growth p.a.

6 days ago

Bristol-Myers Squibb

AnalystLowTarget

Consensus Narrative from 21 Analysts

Debt And Patent Expiries Will Erode US Pharma Margins

Key Takeaways Loss of exclusivity and pricing pressures will erode revenue and margin growth, posing significant long-term financial headwinds. High debt, execution risk, and tougher regulatory climate restrict flexibility, increase costs, and threaten sustainable profitability.

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US$36.70

32.0% overvalued

-6.21%

Revenue growth p.a.

6 days ago

Regeneron Pharmaceuticals

AnalystLowTarget

Consensus Narrative from 23 Analysts

US Healthcare Reforms And Biosimilars Will Erode Margins

Key Takeaways Reliance on a few key products and increasing biosimilar competition threaten revenue growth and earnings stability as healthcare reforms pressure pricing power. Rising R&D expenses and demographic headwinds may limit the long-term growth potential and sustainability of current revenue streams.

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US$543.00

6.9% overvalued

1.15%

Revenue growth p.a.

6 days ago

Global Community

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

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

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

AI And Custom Silicon Programs Will Empower Data Center Evolution

Global Supply Chain Woes Will Shrink Margins And Raise Costs

Legacy HVAC Demand Will Decline Under Rising Regulatory Pressure

Retail Infrastructure And AI Will Modernize Future Operations Despite Risks

In-house Chip Design And RISC-V Will Undermine Licensing Revenue

Reliance On Hyperscale Customers And Rising Pressures Will Undermine Prospects

Rising Regulatory Hurdles And Market Saturation Will Bar Recovery

Debt And Patent Expiries Will Erode US Pharma Margins

US Healthcare Reforms And Biosimilars Will Erode Margins

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Global Community

Community Investing Ideas

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

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

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

AI And Custom Silicon Programs Will Empower Data Center Evolution

Global Supply Chain Woes Will Shrink Margins And Raise Costs

Legacy HVAC Demand Will Decline Under Rising Regulatory Pressure

Retail Infrastructure And AI Will Modernize Future Operations Despite Risks

In-house Chip Design And RISC-V Will Undermine Licensing Revenue

Reliance On Hyperscale Customers And Rising Pressures Will Undermine Prospects

Rising Regulatory Hurdles And Market Saturation Will Bar Recovery

Debt And Patent Expiries Will Erode US Pharma Margins

US Healthcare Reforms And Biosimilars Will Erode Margins

Value any company in seconds

Popular companies