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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
6.7% overvalued intrinsic discount19.00%
Revenue growth p.a.
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4 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
23.9% undervalued intrinsic discount18.45%
Revenue growth p.a.
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51users have followed this narrative
5 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
33.3% undervalued intrinsic discount15.00%
Revenue growth p.a.
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4 days ago author updated this narrative
WA
Consensus Narrative from 10 Analysts
Upcoming Investments In Diverse Sectors Could Offset Revenue Decline Amid Market Uncertainty
Key Takeaways Strategic investments in diverse sectors aim to enhance long-term revenue and profitability through business portfolio strengthening. Asset recycling efforts and share repurchase programs are enhancing financial flexibility and shareholder value.
View narrativeJP¥3.78k
FV
26.9% undervalued intrinsic discount-2.54%
Revenue growth p.a.
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3users have followed this narrative
3 days ago author updated this narrative
WA
Consensus Narrative from 13 Analysts
Suncorp Acquisition And AI Initiatives Will Improve Future Efficiency And Customer Engagement
Key Takeaways Successful Suncorp acquisition and platform innovations expected to enhance revenue, market share, and net margins through increased efficiency and cost savings. Digital investments and AI-driven customer engagement initiatives position ANZ for improved growth and profitability in digital transactions and financial services.
View narrativeAU$29.74
FV
4.9% undervalued intrinsic discount5.35%
Revenue growth p.a.
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15users have followed this narrative
3 days ago author updated this narrative
WA
Consensus Narrative from 16 Analysts
Planned £60 Billion Investment Will Strengthen Energy Networks And Operational Efficiency
Key Takeaways National Grid plans massive network investments to drive asset growth, boost future revenues, and stabilize earnings. Strategic initiatives like asset sales and streamlined processes support margins while enhancing earnings and operational efficiency.
View narrativeUK£11.27
FV
14.3% undervalued intrinsic discount8.57%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 12 Analysts
AI And Business Services Expansion Will Drive Future Opportunities
Key Takeaways KDDI's strategic pricing and service expansions, including collaborations with Lawson, are positioned to boost revenue and enhance average revenue metrics. Investments in AI infrastructure and IoT services are expected to drive growth in business demand, improving revenue and operating income margins.
View narrativeJP¥5.17k
FV
8.1% undervalued intrinsic discount2.00%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 21 Analysts
Expanding EV Charging, Airport Projects, And Cobra's Renewables Will Strengthen Future Operations
Key Takeaways Expansion into electric vehicle infrastructure and strategic acquisitions are set to drive revenue growth and improve net margins. Development in airports and renewables, along with highway concessions, aims to enhance earnings and sustain long-term growth.
View narrative€135.13
FV
13.2% undervalued intrinsic discount2.30%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 15 Analysts
Mortgage+ And Scene+ Initiatives Will Strengthen Future Client Acquisition And Earnings Stability
Key Takeaways Strategic redeployment of capital and focus on higher-growth markets are enhancing earnings, shareholder value, and return on equity. Emphasis on core deposits and multiproduct client growth supports funding, margin expansion, and noninterest income boosts.
View narrativeCA$79.20
FV
13.0% undervalued intrinsic discount15.56%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 22 Analysts
AI Advancements And Automotive Collaborations Will Shape The Future
Key Takeaways MediaTek's strategic focus on AI and connectivity boosts revenue growth and margins, leveraging advanced models and expanding ASP in high-end segments. Collaborations in automotive and advancements in WiFi and edge platforms diversify revenue streams and enhance operating income through innovation and market adoption.
View narrativeNT$1.67k
FV
16.0% undervalued intrinsic discount14.60%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 19 Analysts
Adapting Operations And Embracing Diverse Powertrains Will Strengthen Future Resilience
Key Takeaways Porsche's adaptable operations and product recalibration could foster revenue growth amidst changing market conditions and BEV transition delays. Diverse powertrain strategy and cost-efficiency initiatives could enhance net margins and profitability despite regulatory and market challenges.
View narrative€68.51
FV
21.9% undervalued intrinsic discount3.95%
Revenue growth p.a.
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3 days ago author updated this narrative
WA
Consensus Narrative from 15 Analysts
Portfolio Optimization And Digital Expansion Will Strengthen Future Performance
Key Takeaways Optimizing portfolio and leveraging Bank of the West acquisition are poised to enhance returns, revenue growth, and net interest margins. Digital advancements and strategic U.S. customer deposit growth are expected to stabilize margins and return capital to shareholders through increased earnings.
View narrativeCA$154.80
FV
10.1% undervalued intrinsic discount7.62%
Revenue growth p.a.
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3 days ago author updated this narrative