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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
1.6% overvalued intrinsic discount19.00%
Revenue growth p.a.
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3 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
27.9% undervalued intrinsic discount18.45%
Revenue growth p.a.
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49users have followed this narrative
4 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
34.2% undervalued intrinsic discount15.00%
Revenue growth p.a.
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4 days ago author updated this narrative
WA
Consensus Narrative from 6 Analysts
Acquisition Of iM3 Will Expand Animal Dental Care Offerings
Key Takeaways Strategic investments in MedTech and Veterinary Services aim to expand market share and consolidate Vimian’s leadership, driving revenue growth despite short-term margin impacts. Diversification in animal dental care and Diagnostics is positioned to capitalize on high-growth niches, enhancing revenue potential through innovation and market expansion.
View narrativeSEK 46.69
FV
19.3% undervalued intrinsic discount13.04%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 5 Analysts
Batangas Plant Normalization To Improve Operations And Export Capacity
Key Takeaways The Batangas plant's increased capacity and focus on high-margin products are expected to boost profitability and margins. Export and interest rate trends, combined with strategic investments, position D&L for future revenue and earnings growth.
View narrative₱7.14
FV
24.2% undervalued intrinsic discount8.83%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 1 Analyst
New Expansions In CPVC And ECH Will Diversify Revenue Streams And Strengthen Market Position
Key Takeaways Expansion projects and new value chains are likely to boost revenue and earnings, enhancing diversity and capacity utilization by the end of FY '27. Focusing on domestic demand and international markets, Epigral aims to improve net margins through value-added import substitutes and integrated CapEx investments.
View narrative₹2.30k
FV
21.1% undervalued intrinsic discount21.15%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 2 Analysts
Expansion Into US Market And Big Data Acquisition Will Optimize Future Returns
Key Takeaways Transitioning to asset management and U.S. market expansion could boost revenue and margins via higher fees and capital commitments. Big data and AI integration is expected to improve decision-making, optimizing margins and investment efficiency.
View narrativeUK£1.83
FV
65.0% undervalued intrinsic discount-13.46%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
Ongoing R&D Investments And AI Integration Will Strengthen Future Competitiveness
Key Takeaways Continued investment in R&D and new product launches are pivotal to boosting future revenue and product competitiveness. Expanding into emerging markets, supported by regulatory approval, is essential for regional and overall sales growth.
View narrative€31.88
FV
22.2% undervalued intrinsic discount13.22%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 9 Analysts
Moroccan Integration And Operational Efficiencies Will Drive Future Success
Key Takeaways Suprajit Engineering's global strategy and operational efficiencies have strengthened revenue growth and improved margins, positioning the company for future earnings expansion. Strategic investments and geographic diversification, including the Morocco plant, offer potential cost advantages and risk mitigation in a volatile global market.
View narrative₹478.22
FV
18.0% undervalued intrinsic discount14.28%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 2 Analysts
Fintech Partnerships And Digital Expansion Will Strengthen Bank's Market Position
Key Takeaways Expansion of noninterest revenue, especially in digital operations, demonstrates potential for growth and enhanced margins via fintech partnerships and improved customer experience. Improvement in cost-to-income ratio through efficiency and digitization, alongside a gradual tax rate reduction, aims to bolster net margins and financial stability.
View narrativeAU$1.40
FV
22.2% undervalued intrinsic discount9.26%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 9 Analysts
AI Integration And Product Expansion Will Strengthen Position In Consumer Finance Market
Key Takeaways Expansion in loan products and automotive financing is expected to drive revenue growth through new customer segments and dealer networks. Investment in technology and share repurchases indicate confidence in efficiency, productivity, and future cash flow, supporting improved net margins and EPS growth.
View narrativeCA$239.89
FV
41.2% undervalued intrinsic discount38.16%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 10 Analysts
Investments In AI And Cloud Expansion Will Drive Future Growth
Key Takeaways Strategic investment in AI and cloud technologies positions Bytes Technology Group for significant revenue growth as demand increases. Expansion in cybersecurity offerings aims to capture market share, benefiting from higher-margin services to enhance net margins.
View narrativeUK£6.00
FV
32.7% undervalued intrinsic discount9.63%
Revenue growth p.a.
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6users have followed this narrative
2 days ago author updated this narrative