Global Weekly Picks

Community Contributor

Looking to be second time lucky with a game-changing new product

Key Takeaways Unicycive has successfully completed clinical development of its lead asset, Oxylanthanum Carbonate (OLC). OLC has been designed to improve on current phosphate binders by offering better efficacy, fewer pills, and improved tolerability over alternative treatments for hyperphosphatemia chronic kidney disease patients on dialysis.

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US$21.53

70.4% undervalued

2.1k

PlaySide Studios

HegelBayeBagel

Community Contributor

PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade

PlaySide Studios (ASX: PLY) is still being priced like a sleepy, low-growth work-for-hire studio, despite now sitting on the largest and most statistically credible IP slate in its history, backed by hard wishlist data and a materially leaner cost base. After reviewing the updated Steam wishlist data, indie comps, sell-through ratios, past margins and the latest company guidance, my view is: If the upcoming slate lands even “normally well”, FY26 earnings power justifies a move from ~0.265 today into the 0.70–1.00 range over the next 12–18 months, with upside beyond that if one title genuinely breaks out.

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AU$0.84

63.1% undervalued

32.00%

Revenue growth p.a.

1.5k

Inotiv

AnimalDoctorKwon

Community Contributor

Inotiv NAMs Test Center

Dear Inotiv, My name is Jong Ik Kwon, DVM , a graduate of Seoul National University College of Veterinary Medicine. Earlier in my career, I worked for Kwangdong Pharmaceutical as a Clinical Research Manager (CRM) for two years , where I gained direct experience in clinical development, regulatory processes, and pharmaceutical operations.

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US$1.2

75.3% undervalued

-50.39%

Revenue growth p.a.

Cognyte Software

TheValueDetector

Community Contributor

This isn’t speculation — this is confirmation.A Schedule 13G was filed, not a 13D, meaning this is passive institutional capital, not acti

The Cognyte Story: The Most Undervalued Intelligence Company on Earth The Setup Imagine finding a company that does essentially what Palantir does — AI-powered investigative analytics for governments, military intelligence agencies, and national security organisations — but you’re paying 1.6x revenue instead of 130x. That’s not a typo.

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US$95.67

92.6% undervalued

60.00%

Revenue growth p.a.

Taiwan Semiconductor Manufacturing

TSMC will drive future growth with CoWoS packaging and N2 rollout

Catalysts Are there any products or services that could move sales or earnings meaningfully? The meat moving the needle right now is CoWoS packaging.Read more

US$450

19.5% undervalued

mattttyb's Fair Value

Revenue

66.15% p.a.

Profit Margin

45.1%

Future PE

28.91x

Price in 2031

US$770.05

Beacon Lighting Group

Beacon Trade and Vertical Integration leading Growth. However, economic headwinds and store rollouts could continue to fuel OpEx

Equity Research Report-Beacon Lighting Group Company Name: Beacon Lighting Group ASX: BLX Sector: Consumer Cyclical Analyst Rating: ✅ Buy Target Price: $2.8 Current Price: $2.51 Valuation Method: Discounted Earnings Date: 19/02/2026 Analyst Name: Julian Kearney 1. Investment Thesis - Despite facing notable economic headwinds over the next 12–18 months due to RBA rate hikes, current valuations indicate moderate upside potential relative to the present share price.Read more

AU$2.81

10.7% undervalued

FundamentallySarcastic's Fair Value

Revenue

6.7% p.a.

Profit Margin

12%

Future PE

19x

Price in 2031

AU$4.54

PetroTal

Beyond 2026, Beyond a Double

Executive Summary: Under base-case assumptions – Brent crude stabilising at ~$70/bbl by 2027, PetroTal’s production exceeding 20,000 bopd, and a P/E ~10 – PetroTal’s stock is poised to roughly double by 2027–2028 (into the $0.8–$1.0/share range). This upside is driven by robust output growth and a re-rating from today’s low valuation (the stock trades at low multiples vs.Read more

CA$1.81

78.2% undervalued

Canderous's Fair Value

Revenue

7% p.a.

Profit Margin

30%

Future PE

14x

Price in 2031

CA$2.41

RaySearch Laboratories

High-Tech Precision Play

1. The Narrative: The High Tech Precision Play The narrative for RaySearch is that of a highly specialized software leader in the oncology market.Read more

SEK 230.6

19.3% undervalued

alex30free's Fair Value

Revenue

10% p.a.

Profit Margin

20%

Future PE

25x

Price in 2031

SEK 315.76

Perion Network

Perion (PERI) Q4 Earnings: Real AI Turnaround… or Just Another Adtech Hype Cycle? 🤔📊

Every few years, an adtech company tells the same story: “We’ve rebuilt the platform. We’ve added AI.Read more

US$24.5

63.8% undervalued

WealthAP's Fair Value

Profit Margin

9.54%

Future PE

15.8x

Price in 2031

US$0

1911 Gold

A case for TSXV:AUMB to reach USD$2.69 (CAD$3.70) by 2030 (15X).

Stock Analysis: 1911 Gold Corporation (TSXV:AUMB) Company Overview 1911 Gold Corporation is a Canada-based junior mining company focused on gold exploration and development, primarily in Manitoba’s Rice Lake greenstone belt. Its flagship asset is the True North Complex in Bissett, Manitoba, which includes a past-producing mine and mill with over 2 million ounces of historical gold production.Read more

410

CA$3.7

71.9% undervalued

Agricola's Fair Value

Profit Margin

9.25%

Future PE

17.28x

Price in 2030

CA$5.05

Sezzle

Sezzle's Profits to Soar with 27% Margin Boost

This overview balances recent growth performance, risks, valuation, and tactical signals (based on the most recent public filings and analyst research available): Bullish Investment Thesis (Why Buy / Hold) 1) Very Strong Growth & Profitability Execution Sezzle has delivered rapid revenue growth (>60–70% YoY) across 2024–2025 and record profitability, a rare achievement among BNPL peers. ( StockAnalysis ) Gross Merchandise Volume (GMV) crossed $1 B quarterly , while net income margins remain healthy (~22–30%).Read more

US$113.18

42.1% undervalued

Humaninsights's Fair Value

Revenue

25% p.a.

Profit Margin

27.66%

Future PE

16.9x

Price in 2030

US$162.14

ITAB Shop Concept

Transformational Merger

Following the massive acquisition of HMY in early 2025, ITAB is no longer just a Nordic player but a dominant European force in retail solutions However, as of early 2026, the market is currently expressing skepticism about the speed of this integration, as reflected in the recent share price volatility 1. The Narrative: The Integrated Retail Architect The Story: ITABs narrative has shifted from being a manufacturer of "shelves and checkouts" to a Solution Provider.Read more

SEK 44.85

66.8% undervalued

alex30free's Fair Value

Revenue

4.4% p.a.

Profit Margin

Future PE

20x

Price in 2029

SEK 54.47

Fiverr International

Fiverr's Revenue Will Grow 6.2% with a Future PE of 23.68x

Desempenho Financeiro Geral A Fiverr demonstrou um desempenho financeiro sólido no terceiro trimestre de 2025, com crescimento notável na receita e um aumento substancial no lucro líquido. A empresa continua a fortalecer sua posição de caixa, indicando uma gestão financeira eficiente e uma base sólida para investimentos futuros.Read more

US$43.33

71.5% undervalued

Jpsa's Fair Value

Revenue

39.38% p.a.

Profit Margin

5.23%

Future PE

23.68x

Price in 2031

US$72.43

Popular Narratives

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Trending Discussion

Looks interesting, I am jumping into the finances now. Your 15% margin seems high for a conservative model, can't just ignore the years they need to invest. You didnt seem to mention that they had to dilute the sharebase by issuing ~40mil shares. raising ~8 mil. should be enough if mouse does OK. If not they will need to raise more to suvive. Losing 20m a year, 14m after there 6m cutbacks. Am I reading it right that they have no debt. have they any history of raising debt? First look it is too dependant on the mouse and GoT games. they do well stock will 2-3x, poorly and it will drop. I am not sure I agree with your work for hire backstop. Unlikely meta horizons will continue with the same size contract going forward. say 10% margins and 15x multiple on 30m. that is 45m, which with the new sharecount is 10c. It is a backstop but maybe not that strong. Mouse fails and devs could start jumping ship and outside contracts could dry up. Hmm on top of all that AI could be disrupting the work for hire model. I think I have mostly talked myself out of it. Although Mouse looks good and does seem like the type of game that could go viral on twitch for a few months. If it does you will likly get a great return 5x plus. crap maybe I am talking myself back in.

High bankruptcy probability - definitely wouldn't buy. I am surprised that this popped up in my mail today.

Nice article (ex Airbus employee here). Small side note: the 737Max was a reaction to Airbus re-engining the A320 (thus going from A320ceo to A320neo). Other suggestions for your analysis: European: Shell Aviation: Aercap. And the leasing business in general, with other giants such as SMBC-ALC, Avolon, Aviation Capital Group (Tokyo Century). The airliner leasing business is probably the most profitable part of the aviation industry.

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Global Weekly Picks

Looking to be second time lucky with a game-changing new product