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Citigroup
CH
ChadWisperer
Community Contributor
Pole position to benefit from GENIUS Act
The passing of the GENIUS Act establishes a clear regulatory framework for stablecoins, allowing banks like Citi to issue their own stablecoins; Citi Token Services lets Citi position itself as the "killer app" for institutional cross-border payments, absorbing complexities and offering instant, cost-effective solutions; Core business is firing on all cylinders , with record performances in Markets and Wealth, significant share gains in Investment Banking (especially M&A, LevFin, and sponsors), and robust growth in Services and U.S. Personal Banking, all contributing to strong revenue momentum; Highly capital efficient returning $3 billion in capital during the quarter , including $2 billion in share repurchases, part of our $20 billion repurchase plan with a goal of 11% Return on tangible equity (ROTE or ROTCE). ✨ Chat with this narrative: https://notebooklm.google.com/notebook/aa2a6c92-6bd1-495e-beb5-d8d4e6525410 (believe a Google account is required) Background Citigroup Inc.
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US$233.04
FV
58.8% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
16
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
7 days ago
author updated this narrative
IREN
KA
kapirey
Community Contributor
IREN will transform from bitcoin miner to leader in AI infrastructure
Key Highlights Financial Performance (Q3 FY25) Record Revenue : $148.1 million Record Adjusted EBITDA : $83.3 million Record EBITDA : $82.7 million Profit After Tax : $24.2 million Avg. Operating Hashrate : 29.4 EH/s Strong Margins : All-in cash cost per BTC mined at $41k vs.
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US$21.48
FV
17.5% undervalued
intrinsic discount
49.99%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
Updated
narrative
XRF Scientific
RO
Robbo
Community Contributor
Behind the Assay: XRF Scientific’s Role in Modern Mining Economics
There’s an old saying that in a gold rush, those who make the money are the ones selling the shovels; and mining service companies have indeed proven to be shrewd investments historically. XRF Scientific holds a strong niche in sample preparation equipment and consumables used in X-ray fluorescence (XRF) and X-ray diffraction (XRD) analysis, which are essential in determining the quality and purity of materials.
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AU$2.10
FV
2.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
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Autoliv
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Chinese OEM Ties And Mobility Shifts Will Unlock Potential
Key Takeaways Growth in emerging markets and innovation in new mobility segments are expanding revenue streams and bolstering market share amid shifting industry trends. Operational efficiencies, regulatory-driven demand, and effective cost management are enhancing margins, supporting consistent shareholder returns and stable earnings growth.
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US$126.08
FV
6.9% undervalued
intrinsic discount
4.14%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
4 days ago
author updated this narrative
Align Technology
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Emerging Markets And Telehealth Will Boost Clear Aligner Adoption
Key Takeaways Strong global demand for clear aligners and digital orthodontic innovations is fueling broad-based revenue growth and expanding treatment opportunities across diverse patient groups. Strategic investments in technology and international operations are enhancing efficiency, customer loyalty, and resilience against market headwinds, supporting sustained earnings momentum.
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US$275.00
FV
25.3% undervalued
intrinsic discount
7.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Expedia Group
AN
AnalystHighTarget
Consensus Narrative from 34 Analysts
APAC Partnerships And AI Investments Will Drive Operational Efficiency
Key Takeaways Investments in AI and new partnerships may boost operational efficiency, expand international revenue, and enhance customer experiences. Growth in advertising and recovery strategies for Vrbo and Hotels.com could significantly enhance earnings and revenue stability.
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US$249.96
FV
25.1% undervalued
intrinsic discount
9.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 days ago
author updated this narrative
Rollins
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Global Urbanization And Heightened Hygiene Will Reshape Pest Management
Key Takeaways Strategic acquisitions and technological enhancements are expanding operational scale, improving efficiency, and supporting steady, resilient revenue growth across diverse markets. High barriers to entry and recurring contracts are solidifying market position, enabling stable earnings and stronger pricing power amid regulatory changes.
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US$70.00
FV
17.0% undervalued
intrinsic discount
10.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 days ago
author updated this narrative
PTC
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Digital Transformation And IIoT Will Broaden Addressable Markets
Key Takeaways Vertical market focus, AI integration, and digital transformation positioning are accelerating market share gains, subscription growth, and recurring revenue beyond analyst expectations. Strong SaaS leverage, capital returns, and regulatory-driven demand for lifecycle solutions are boosting margins, pricing power, and long-term EPS growth potential.
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US$240.00
FV
14.8% undervalued
intrinsic discount
11.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Alnylam Pharmaceuticals
AN
AnalystHighTarget
Consensus Narrative from 32 Analysts
FDA Approvals And RNAi Therapies Will Unlock Secular Healthcare Potential
Key Takeaways Rapid adoption and global expansion of innovative RNAi therapies, particularly AMVUTTRA, are fueling strong revenue growth and reducing reliance on single markets. Advancing a broad next-generation RNAi pipeline and leveraging partnerships and operational efficiency position the company for sustained long-term margin and earnings growth.
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US$452.49
FV
27.3% undervalued
intrinsic discount
64.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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4 days ago
author updated this narrative
eBay
AN
AnalystHighTarget
Consensus Narrative from 27 Analysts
Global E-Commerce Expansion Will Transform Secondhand And AI Markets
Key Takeaways eBay’s leadership in pre-owned goods and investments in AI and high-margin categories are driving sustained growth, enhanced net margins, and customer engagement. Expansion of advertising, payments, and managed services is creating new profitable revenue streams while strengthening user trust and long-term value.
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US$81.00
FV
0.5% overvalued
intrinsic discount
6.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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4 days ago
author updated this narrative
Ensign Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Tennessee And Alabama Expansion And Acquisitions Will Improve Performance
Key Takeaways Strategic expansions and successful acquisitions are likely to drive significant revenue and earnings growth. Operational efficiencies and strategic partnerships are expected to enhance margins and boost overall profitability.
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US$166.00
FV
9.6% undervalued
intrinsic discount
11.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
4 days ago
author updated this narrative
Mobileye Global
AN
AnalystHighTarget
Consensus Narrative from 28 Analysts
ADAS And Robotaxi Deployments Will Shape Smart City Mobility
Key Takeaways Rising adoption of advanced driver assistance and autonomous tech in vehicles, plus industry partnerships, support higher-margin, recurring revenue and growing market share for Mobileye. Scalable platforms, strong product wins, and differentiated mapping ecosystem position Mobileye for sustainable growth, margin expansion, and industry leadership as auto tech adoption accelerates.
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US$29.91
FV
50.4% undervalued
intrinsic discount
23.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
4 days ago
author updated this narrative
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