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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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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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3 days ago author updated this narrative
WA
Consensus Narrative from 6 Analysts
The 'From The Mine To The Market' Initiative Will Optimize Operations And Reduce Costs
Key Takeaways Cementos Argos' mine to market initiative and Central America expansions boost EBITDA growth via operational optimization and increased production capabilities. Anticipated cement demand growth in Colombia and Argos U.S.A. integration are expected to enhance revenue, net margins, and earnings through synergies and cost reduction.
View narrativeCol$11.51k
FV
14.9% undervalued intrinsic discount5.91%
Revenue growth p.a.
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1 day ago author updated this narrative
WA
Consensus Narrative from 6 Analysts
Expanding Into Insurance Consulting Will Improve Efficiency, But Competitive Challenges And Margin Pressures Will Persist
Key Takeaways Implementing the Aurora platform is expected to boost operational efficiency and EBITDA margins by replacing costlier third-party providers. Increasing regulatory requirements may drive demand for advisory services, potentially growing revenue as clients navigate new pension regulations.
View narrativeUK£4.47
FV
19.6% undervalued intrinsic discount9.30%
Revenue growth p.a.
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1 day ago author updated this narrative
WA
Consensus Narrative from 6 Analysts
New Streaming Agreements With Fenix And Koné Projects Will Boost Future Prospects
Key Takeaways New streaming agreements and project developments are poised to boost production and revenue, supporting strong earnings growth in the near term. Financial flexibility from strong cash reserves enables strategic acquisitions and diversified projects, enhancing future growth and revenue stability.
View narrativeCA$110.27
FV
4.8% undervalued intrinsic discount7.35%
Revenue growth p.a.
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1 day ago author updated this narrative
WA
Consensus Narrative from 5 Analysts
Expanding Women's Segment With Brands Like Piombo And Potential Conbipel Acquisitions Will Improve Market Position
Key Takeaways Expanding the women's segment and leveraging popular brands are key strategies to drive revenue growth and maintain robust profit margins. Potential acquisitions and stable dividend strategies reflect efficient capital management and a focus on enhancing shareholder value.
View narrative€4.24
FV
24.0% undervalued intrinsic discount2.50%
Revenue growth p.a.
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1users have followed this narrative
1 day ago author updated this narrative
WA
Consensus Narrative from 19 Analysts
Focus On User Experience Will Reduce Churn Among Platinum And Gold Customers
Key Takeaways Simplifying the platform to improve user experience may reduce churn and stabilize revenue from high-margin customers. Strategic investments and focus on higher quality suppliers could enhance ARPU and support long-term revenue growth.
View narrative₹2.47k
FV
20.9% undervalued intrinsic discount13.57%
Revenue growth p.a.
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1 day ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
High R&D Spending May Affect Near-Term Results But UltraLynx Could Expand Future Markets
Key Takeaways Significant R&D spending could pressure net margins unless new products are launched and generate revenue quickly. Growing market potential presents opportunities, but reliance on defense budgets and geopolitical factors introduces revenue growth uncertainty.
View narrativeSEK 357.50
FV
19.7% overvalued intrinsic discount14.74%
Revenue growth p.a.
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1 day ago author updated this narrative
WA
Consensus Narrative from 4 Analysts
XO Swap's Adoption Will Drive Growth Amid Exchange Revenue Dependence Risks
Key Takeaways Expanding partnerships and potential acquisitions drive revenue growth and market presence enhancement for Exodus. Early adoption of Passkeys Wallet and increased marketing initiatives boost product adoption and engagement, fueling potential revenue growth.
View narrativeUS$61.00
FV
57.2% undervalued intrinsic discount25.01%
Revenue growth p.a.
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1 day ago author updated this narrative
WA
Consensus Narrative from 18 Analysts
SELECTED BY BECKHAM Will Deepen Customer Engagement In Future Quarters
Key Takeaways Enhanced brand attractiveness and digital commerce strategies are expected to drive future revenue growth and deepen customer loyalty. Cost-saving measures and operational efficiency improvements aim to bolster net margins and cash flow, enhancing future financial performance.
View narrative€47.86
FV
22.5% undervalued intrinsic discount4.87%
Revenue growth p.a.
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1 day ago author updated this narrative
WA
Consensus Narrative from 8 Analysts
North American Expansion And Operational Efficiencies Will Boost Future Performance
Key Takeaways Kelsian Group anticipates revenue growth through efficiencies, strategic contract expansions, and major projects in North America and the U.S. industrial sector. Renewed contracts and operational optimizations, including cost controls and dynamic pricing, are expected to stabilize and improve net margins.
View narrativeAU$4.31
FV
33.7% undervalued intrinsic discount3.75%
Revenue growth p.a.
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1 day ago author updated this narrative