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Knightscope
Sponsored
content by Knightscope
MA
MarketJar
Community Contributor
The Next Phase of Defense AI: A Robotic Response to America’s Security Gaps
Autonomous systems are no longer just a futuristic vision — they’re fast becoming an essential layer of national security. As AI reshapes everything from finance to warfare, physical security remains one of the most under-addressed frontiers.
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US$12.00
FV
54.3% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
15
users have followed this narrative
New
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Figma
TI
TickerTickle
Community Contributor
Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform
Watching Figma Grow Up I’ve been using Figma almost every single day for the past five years. As a product designer, it’s been my main tool for designing interfaces, testing and prototyping ideas, and also for working together with teams in different countries and time zones.
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US$65.70
FV
7.2% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
Updated
narrative
Sleep Cycle
MA
Mandelman
Community Contributor
Sleep Cycle's Revenue Set to Rise 10% with Strong Revenue Model
Update Q1 2025 (updated 250510) The latest user‐growth data suggest headwinds for top-line revenue, but management’s active repricing initiatives should help offset this. By combining modest user gains with targeted price increases, the company can still drive overall revenue growth.
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SEK 38.04
FV
25.3% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
Updated
narrative
JB Hi-Fi
RO
Robbo
Community Contributor
Has JB Hi-Fi Lost Its Point of Difference?
I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.
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AU$76.00
FV
51.4% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
4
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Boeing
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Robust Air Travel Demand Will Drive Global Expansion
Key Takeaways Strong aircraft demand, large backlog, and global services growth support sustained revenue gains and improved profitability as international air travel expands. Investments in advanced technology, supply chain efficiency, and favorable trade environments enhance competitiveness, margin stability, and long-term earnings visibility.
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US$247.88
FV
8.5% undervalued
intrinsic discount
14.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
164
users have followed this narrative
11 days ago
author updated this narrative
Genius Sports
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Global Sports Betting Trends Will Unlock Enduring Market Opportunities
Key Takeaways Expansion into new regulated markets and exclusive rights deals are fueling steady growth, improved revenue visibility, and stronger margins across diverse regions. Innovative technologies and digital advertising partnerships are deepening customer ties, broadening the audience, and supporting long-term high-margin revenue streams.
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US$14.59
FV
11.4% undervalued
intrinsic discount
18.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
11 days ago
author updated this narrative
Zillow Group
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Digital Transformation And AI Will Expand Real Estate Markets
Key Takeaways Digital innovation and integrated platforms are driving market share gains, higher user conversion, and more diversified revenue beyond traditional advertising. Operational efficiency, strategic partnerships, and scalable digital solutions are expanding margins, boosting cash flow, and strengthening Zillow's competitive position.
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US$86.96
FV
3.6% undervalued
intrinsic discount
14.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
11 days ago
author updated this narrative
Compass
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
AI Integration And Evolving Demographics Will Expand Real Estate Horizons
Key Takeaways AI-driven platform enhancements and operational efficiencies are fueling agent productivity, margin expansion, and sustained revenue and market share growth. Expansion into high-margin adjacent services and successful integration of acquisitions are increasing earnings potential and deepening the company's competitive moat.
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US$8.95
FV
6.5% overvalued
intrinsic discount
13.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
11 days ago
author updated this narrative
Caesars Entertainment
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital Expansion And Upgrades Will Redefine Las Vegas Hospitality
Key Takeaways Digital segment growth and advanced loyalty initiatives are enhancing recurring revenue, customer retention, and long-term margin stability. Strategic investments in property upgrades and operating efficiencies are driving higher revenue, margin expansion, and improved free cash flow.
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US$41.47
FV
35.5% undervalued
intrinsic discount
3.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
11 days ago
author updated this narrative
Verona Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Ohtuvayre Launch And EU Approval Will Unlock Future Markets
Key Takeaways Rapid adoption of Ohtuvayre for COPD and strong prescription growth suggest significant future revenue potential. Global regulatory advancements and strategic financing bolster potential for new revenue streams and acquisitions.
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US$106.22
FV
0.6% undervalued
intrinsic discount
83.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
11 days ago
author updated this narrative
Exact Sciences
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Humana, Centene And Medicare Coverage Will Increase Screening Access
Key Takeaways Broadening payer coverage and demographic trends toward an older population are positioning Exact Sciences for sustained and expanding revenue opportunities from core and new product offerings. Cost optimization initiatives, operational scale, and tech-driven efficiency improvements are enhancing profitability while product portfolio diversification increases market competitiveness and revenue streams.
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US$62.97
FV
27.5% undervalued
intrinsic discount
11.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
11 days ago
author updated this narrative
Flutter Entertainment
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Brazil And US Markets Will Unlock iGaming Opportunities
Key Takeaways Expansion in new markets, product innovation, and platform integration are expected to drive user engagement, market share, and sustained earnings growth. Structural cost efficiencies and deeper iGaming penetration should enhance margins, free cash flow, and shareholder returns over the long term.
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US$343.11
FV
12.6% undervalued
intrinsic discount
16.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
11 days ago
author updated this narrative
argenx
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Aging Trends And Genomics Will Expand Autoimmune Treatment Opportunities
Key Takeaways Broadening indications and effective global expansion for Vyvgart, alongside pipeline progress, are driving strong, sustained revenue and margin growth. Strategic partnerships and advances in disease targeting are expanding market opportunities and operational efficiencies, supporting long-term growth potential.
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€694.75
FV
15.1% undervalued
intrinsic discount
30.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
11 days ago
author updated this narrative
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