$APP

I think $APP does at least 56% revenue growth in 2026 and at least 42% revenue growth in 2027... which gets them to $12B+ revenues in 2027... assuming 84% ebitda margins... $APP now trading at less than 16x 2027 ev/ebitda while generating $14B+ of FCF over next 2 years... stock is still ~50% undervalued... should be trading closer to 24x 2027 ev/ebitda which is $715 per share not including cash... that's ~50% upside from here... just to get back to fair value... and not even close to a market multiple... or the average large cap tech PEG ratio which is above 1.5x and probably closer to 1.75x $APP did $10.64 EPS last year (CY2025)... I think they do at least $25 EPS next year... that's more than a 53% CAGR for 2 years... meanwhile $APP trading at less than 20x 2027 EPS (using my estimates