Who mentions $NATL most on Surfaced?

@valuedontlie (Colin King) mentions $NATL most — 9 mentions in the past 12 months.

When was $NATL first mentioned on Surfaced?

The earliest tracked mention of $NATL in the Surfaced archive was on Oct 3, 2025.

How many voices track $NATL?

2 FinTwit voices have mentioned $NATL 3 times in the past 12 months.

What kind of voices mention $NATL most?

$NATL is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$NATL

National Interstate Corp

$NATL

National Interstate Corp

Past 12mo:3mentions2voices

All voices4 calls past 12moshow all

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About this stock

Over the past 12 months, $NATL received 3 mentions from 2 distinct FinTwit voices, with @valuedontlie (Colin King) accounting for the majority at 9 mentions and @ssi_invest (Special Situation Investments) contributing 1 mention. The first mention appeared on 2025-10-03, while the most recent activity occurred on 2026-03-25. The dominant discussion category was long research.

AI-generated from tracked posts · updated Aug 23, 2026

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Recent calls

4 calls

@ssi_investFeb 27, 2026 · 9:57 AM

New Merger Announcement - $NATL being acquired by a global cash logistics player - $30/sh cash + 0.1574 BCO shares - ~7x 2026E EBITDA, looks more than fair - Shareholder + HSR/foreign antitrust + MTL approvals needed - Main risk is regulatory timing - Closing expected Q1’27 https://t.co/M8d4W2DbgH

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@valuedontlieAug 21, 2025 · 4:06 PM

More $NATL notes... Why is ATMaaS a big deal for them? Targets 60-70% of bank spend on ATM management NATL gets to pitch ~20% overall cost reduction NATL gets >2.5x sales compared to old model Recent trends not too shabby... https://t.co/UPWoSzWeqP

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@valuedontlieAug 20, 2025 · 12:49 PM

$NATL 1) NCR spun off Atleos (NATL) in 2023 2) Laid out 2027 targets for 6% rev growth, 15% EBITDA growth, $500m FCF during inaugural investor day 3) Most/all sales & earnings growth coming from new-ish ATMaaS (ATM as a service) offering where bank customers fully outsource ATM hardware, software, ops, etc. 4) ATMaaS is more profitable and >2.5x more revenue than traditional ATM contracts... i.e. 2027 targets don't require market share gains 5) NATL is 20 months in and making progress... 2025 guide = 3-6% sales growth, 7-10% EBITDA growth, 21-27% EPS growth and FCF on cusp of major inflection 6) ATMaaS gaining momentum... sales growing 20-30% YoY and hit $250m ARR as of 2Q25 7) Balance sheet is getting better and crossing under 3x leverage in 3Q25 = early in capital allocation inflection... $200m buyback just authorized 8) Valuation still insanely cheap / tied to secular decline consensus view... NATL trades at 9-10x FY25 EPS est. and 6.5x FY27 consensus est. while peers DBD/BCO at 13-14x FY25 EPS There aren't many 20-30% EPS growers trading at 10x earnings... Hmm...

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@valuedontlieJul 28, 2025 · 6:49 PM

$NATL CEO laying out FCF math over the next 6 quarters and potential uses for that cash... "not interested in paying a dividend" https://t.co/zGQ3hCckrh

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