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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
51.2% 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
17
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
6.7% 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
6
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
24.6% 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
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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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Murphy USA
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Declining Fuel Demand And Rising Costs Will Squeeze Margins
Key Takeaways Accelerating EV adoption, regulatory pressures, and changing retail trends are creating persistent headwinds for fuel demand, in-store sales, and overall revenue mix. Operational risks from Walmart location dependence and intensifying competition threaten earnings stability and limit margin expansion amid rising costs.
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US$350.00
FV
7.9% overvalued
intrinsic discount
6.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Scentre Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Residential Development In Hornsby And Belconnen Will Diversify Future Revenue Streams
Key Takeaways Strategic partnerships and increased customer visits are expected to boost revenue growth by providing businesses opportunities to engage with more visitors. Development projects and strategic focus on membership programs are positioned to enhance rental income, occupancy rates, and diversification into residential revenues, bolstering earnings.
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AU$3.86
FV
5.0% overvalued
intrinsic discount
-4.09%
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
6 days ago
author updated this narrative
Sociedad Química y Minera de Chile
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Lithium Oversupply And Chile Policy Will Squeeze Margins
Key Takeaways Rising lithium supply, regulatory barriers in Chile, and battery technology shifts put pressure on SQM's pricing power, margins, and long-term revenue outlook. Environmental, tax, and concession risks threaten access to key resources, increase costs, and create major uncertainty over future profitability and project viability.
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US$35.00
FV
30.5% overvalued
intrinsic discount
4.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Bouygues
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Robust International Order Intake Will Reshape Urban And Green Infrastructure
Key Takeaways Robust construction backlog and green initiatives position the company to capture higher-margin contracts and benefit from sustained infrastructure demand and regulatory trends. Improved margins across business units, along with strong cash generation and disciplined financial management, support ongoing growth investment and mitigate market volatility.
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€40.08
FV
9.2% undervalued
intrinsic discount
1.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
6 days ago
author updated this narrative
Zydus Lifesciences
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Global Healthcare Cost Containment Will Erode Premium Margins
Key Takeaways Overestimation of revenue and margin growth is possible due to global pricing pressures, increased regulations, and cost-containment in healthcare markets. Expansion through portfolio diversification and international markets may not offset risks from regulatory delays, competitive erosion, and pricing scrutiny.
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₹1.00k
FV
1.5% undervalued
intrinsic discount
5.85%
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
6 days ago
author updated this narrative
Huntington Ingalls Industries
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
US Fiscal Pressure And Shifting Naval Trends Will Constrain Orders
Key Takeaways Overdependence on government naval contracts and large legacy programs exposes the company to risks from defense budget shifts, program disruptions, and policy changes. Industry trends toward automation, international self-sufficiency, and labor shortages pressure demand, margins, and growth opportunities, threatening long-term business sustainability.
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US$221.00
FV
23.0% overvalued
intrinsic discount
4.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
6 days ago
author updated this narrative
APA
AN
AnalystLowTarget
Consensus Narrative from 28 Analysts
Intensifying Renewables And Regulation Will Erode Oil Margins
Key Takeaways Shifting to renewables and advancing technology threaten APA's long-term revenue, relevance, and asset value as traditional energy demand declines. Political risk, regulation, and aging assets raise earnings volatility, increase costs, and create uncertainty about sustained profitability and production.
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US$16.00
FV
38.3% overvalued
intrinsic discount
-9.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
6 days ago
author updated this narrative
nVent Electric
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Data Center Expansion Will Falter Under Tech And Supply Risks
Key Takeaways Reliance on AI-driven demand and exposure to rapid tech changes heighten risks of revenue volatility, technological obsolescence, and shrinking market share. Rising regulatory, R&D, and supply chain costs, combined with aggressive acquisitions, threaten profitability through higher expenses and potential operational inefficiencies.
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US$73.31
FV
23.9% overvalued
intrinsic discount
9.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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6 days ago
author updated this narrative
Wingstop
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Saturated US Markets And Rising Costs Will Erode Performance
Key Takeaways Market saturation, menu concentration, and commodity reliance expose Wingstop to growth and margin risks amidst shifting consumer and regulatory trends. Intensifying competition, labor inflation, and supply vulnerabilities threaten future market share, earnings growth, and operational efficiency.
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US$290.54
FV
12.0% overvalued
intrinsic discount
17.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
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