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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