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.

View narrative

US$21.53

71.1% undervalued

1.5k

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.

View narrative

AU$0.84

63.1% undervalued

32.00%

Revenue growth p.a.

387

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.

View narrative

US$1.2

75.7% undervalued

-50.39%

Revenue growth p.a.

399

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.

View narrative

US$95.67

92.6% undervalued

60.00%

Revenue growth p.a.

371

ITAB Shop Concept

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

66.2% 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

69.8% undervalued

Jpsa's Fair Value

Revenue

39.38% p.a.

Profit Margin

5.23%

Future PE

23.68x

Price in 2031

US$72.43

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

Freehold Royalties

Freehold: Offers a fantastic growth-income intersection up to $50 WTI. Below $50 WTI, it may offer historic opportunities in terms of ROI.

Operational Depth and Strategic Pivot Analysis 1. Business Model Mechanics: Inflation-Resilient Cash Flow Freehold Royalties' business model differs from traditional Exploration and Production (E&P) companies with a fundamental structural advantage: The company does not bear any of the costs of drilling, completion, operation, or environmental rehabilitation on its land.Read more

216

CA$19.38

11.9% undervalued

composite32's Fair Value

Revenue

10.4% p.a.

Profit Margin

42.8%

Future PE

19x

Price in 2031

CA$26.07

UnitedHealth Group

UnitedHealth Group's Future Revenue Grows by 3.59%: What Will It Mean?

UnitedHealth (UNH): A Data Giant Hidden in an Insurer's Crisis Investment Narrative – February 2026 Price Target (12m): $395.00 (+35% upside) Rating: Strong Buy (Contrarian) 1. The Core Thesis: The "Optum" Mispricing The market is currently valuing UnitedHealth through the narrow lens of a traditional insurer struggling with Medicare Advantage (MA) rate cuts and CMS regulatory headwinds for 2027.Read more

272

US$395

26.8% undervalued

DanielGC's Fair Value

Revenue

13.91% p.a.

Profit Margin

2.69%

Future PE

22.03x

Price in 2031

US$550.98

EnSilica

Why EnSilica is Worth Possibly 13x its Current Price

Okay, so you are probably thinking… yeah right, here’s that degenerate Double Bubbler banging on about that penny stock again. Well take a brief moment and read the following to see why my opinion is not so outlandish.Read more

15k

118

UK£5

90.1% undervalued

Double_Bubbler's Fair Value

Revenue

31.98% p.a.

Profit Margin

33%

Future PE

25x

Price in 2030

UK£8.54

Olvi Oyj

Investment Thesis: Olvi Oyj (OLVAS)

Date: February 17, 2026 Recommendation: Long / Accumulate 1. Executive Summary: The Geopolitical Arbitrage Olvi Oyj represents a rare asymmetric opportunity in the European consumer staples sector.Read more

€46.31

27.7% undervalued

TibiT's Fair Value

Revenue

7.9% p.a.

Profit Margin

9.5%

Future PE

14x

Price in 2029

€53.65

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

371

CA$3.7

74.9% undervalued

Agricola's Fair Value

Profit Margin

9.25%

Future PE

17.28x

Price in 2030

CA$5.05

Norwegian Air Shuttle

Norwegian Air Shuttle's revenue will grow by 73.56% and profitability will soar

I have held the stock of this company for 5 years My target is 200 NOK. $NAS.OL (Norwegian Air Shuttle Q2 figures: Profitability soars, inaugural dividend declared Norwegian announced its first dividend since restructuring, with NOK 0.90 per share (approval 10July2025, ex-dividend date 12August 2025, payment date 20August 2025 ) The airline reported a profit before tax of NOK 1,055 million, a significant improvement from the NOK -611 million EBIT reported in Q1.Read more

384

NOK 200

91.2% undervalued

asaa's Fair Value

Revenue

75.74% p.a.

Profit Margin

Future PE

20x

Price in 2029

NOK 251.22

Popular Narratives

1281

Trending Discussion

Figma is still deeply embedded as the default design system in big companies, and the ecosystem (Buzz, Slides, Sites, Make) is clearly the strategic play rather than a one‑off product bet. None of those qualitative assumptions have really broken yet, the bigger change has been sentiment toward growth/AI software in general, not Figma’s product reality. Assuming ~30% annual growth, margins stepping up to 25%, and a 40x PE in 2030 with an 8.4% discount rate is too optimistic now considering how the broader market is now pricing similar SaaS names, which means you can believe in the long term thesis and still accept that the stock might chop sideways or even drift lower while expectations and multiples reset. I will be sharing an update soon.

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.

Global Community

Global Weekly Picks

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