Smart Dude Investing

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Smart Dude Investing
Smart Dude Investing
Get exposure to agentic AI with this software company

Get exposure to agentic AI with this software company

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Spellbreakers
Feb 02, 2025
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Smart Dude Investing
Smart Dude Investing
Get exposure to agentic AI with this software company
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Investment Case

· Resurgence in corporate spending and a new agentic AI product drive a revenue acceleration and upward rerating of the multiple

· Agentic AI offerings could expand the Total Addressable Market for XXX

· For XXX, I am putting a two-year price target of XXX based on a 2027 Eps of XXX and a P/E multiple of XXX. This would be a 64.6% upside to the current share price.

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