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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
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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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Global Industrial
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Account Realignment And Digital Transformation Will Unlock MRO Opportunities
Key Takeaways Strategic shift to high-value accounts, digital transformation, and expanded offerings strengthens customer relationships and positions the company for sustainable growth and improved margins. Asset-light operations, ongoing supply chain optimization, and strong cash flow enable efficiency gains and provide flexibility for future expansion through acquisitions.
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US$38.00
FV
2.4% undervalued
intrinsic discount
4.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
6 days ago
author updated this narrative
Vital Energy
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Longer Laterals And Lower Costs Will Fuel Permian Efficiency
Key Takeaways Operational efficiency gains and technological advancements are lowering costs and bolstering margins, strengthening resilience amid market volatility. Strategic drilling inventory expansion and disciplined capital management support long-term production growth, revenue stability, and potential enhanced shareholder returns.
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US$19.33
FV
6.5% undervalued
intrinsic discount
1.24%
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
6 days ago
author updated this narrative
NETSTREIT
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Necessity Retail In The Sun Belt Will Secure Lasting Stability
Key Takeaways Strong demand for necessity-based retail and disciplined tenant selection bolster portfolio stability, reducing credit risk and supporting reliable, growing cash flows. Conservative financial management and robust market dynamics position the company for accretive acquisitions, driving sustained revenue and earnings growth.
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US$19.47
FV
5.2% undervalued
intrinsic discount
8.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 days ago
author updated this narrative
Opera
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
AI And Fintech Expansion Will Unlock New Opportunities
Key Takeaways AI-powered product launches and expansion into premium, privacy-focused offerings are driving higher user engagement, retention, and margin growth across diverse markets. Diversification into fintech and targeted advertising is unlocking new revenue streams, lowering reliance on core browser advertising while leveraging global digitalization trends.
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US$25.79
FV
37.6% undervalued
intrinsic discount
14.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
84
users have followed this narrative
6 days ago
author updated this narrative
Sila Realty Trust
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Growing Outpatient Demand Will Drive Healthcare Facility Expansion
Key Takeaways Structural demographic trends and healthcare shifts ensure stable occupancy, revenue growth, and expanded margins through necessity-based outpatient and specialized care property focus. Conservative financial management and targeted acquisitions enhance flexibility, yield, and potential for long-term dividend growth amid sector volatility.
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US$28.17
FV
12.1% undervalued
intrinsic discount
8.71%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
6 days ago
author updated this narrative
CSG Systems International
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
5G Adoption And Cloud Migration Will Build Future Resilience
Key Takeaways Diversification into new verticals, cloud-based platforms, and AI-driven solutions is reducing risk, boosting efficiency, and strengthening revenue growth and margin expansion. Strategic acquisitions and disciplined capital allocation are driving recurring revenue, shareholder returns, and long-term earnings resilience.
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US$77.29
FV
18.0% undervalued
intrinsic discount
0.32%
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
Adeia
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Connected Devices And Semiconductors Will Drive Future Prospects Despite Risks
Key Takeaways Expanding connected devices and streaming trends are increasing demand for Adeia's media and semiconductor IP, driving sustained and predictable revenue growth. Strategic licensing wins, ongoing innovation, and disciplined capital management are broadening the royalty base and supporting long-term earnings stability.
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US$17.33
FV
10.1% undervalued
intrinsic discount
8.20%
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
NexPoint Residential Trust
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Sun Belt Migration And AI Platforms Will Ensure Long-Term Stability
Key Takeaways Sun Belt market focus, housing shortages, and delayed homebuying are supporting strong rental demand, enhancing occupancy, pricing power, and revenue growth prospects. Operational efficiencies, value-add renovations, and improved capital structure are driving margin expansion and sustained growth in earnings and cash flow.
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US$37.14
FV
10.9% undervalued
intrinsic discount
3.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
6 days ago
author updated this narrative
Olaplex Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New Product Launch And Global Expansion Will Unlock Opportunities
Key Takeaways Expanding product innovation and professional partnerships are enhancing market share, brand reputation, and customer loyalty across both retail and salon channels. Strengthened digital, international, and direct-to-consumer strategies are unlocking scalable growth, broadening global reach, and improving margins through efficient customer engagement.
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US$1.99
FV
22.4% undervalued
intrinsic discount
1.64%
Revenue growth p.a.
Set Fair Value
2
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
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