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 Jul 15, 2025.

How many voices track $NATL?

1 FinTwit voice has mentioned $NATL 9 times in the past 12 months.

What kind of voices mention $NATL most?

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

$NATL — FinTwit mentions on Surfaced

@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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