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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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Insulet
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Digital Diabetes Care Will Expand International Market Opportunities
Key Takeaways Expanding market share through strong adoption of Omnipod 5, entry into new segments, and broadened international reach is driving significant, sustained revenue growth and margin improvement. Increased accessibility, digital health integration, and widespread reimbursement are fueling stable utilization, high customer retention, and durable recurring revenue streams.
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US$351.91
FV
6.5% undervalued
intrinsic discount
17.76%
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
6 days ago
author updated this narrative
Reinsurance Group of America
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Asia And Global Markets Will Open New Insurance Horizons
Key Takeaways Expansion in Asia and emerging markets, alongside tech-driven underwriting, supports diversified premium growth and efficiency gains. Strong capital position and disciplined risk selection enable strategic growth, shareholder returns, and resilience amid regulatory changes.
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US$236.89
FV
19.3% undervalued
intrinsic discount
10.29%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
6 days ago
author updated this narrative
United Airlines Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Expanding International Demand And Premium Cabins Will Ensure Future Strength
Key Takeaways Expansion of premium offerings and investments in modernization are driving higher yields, operational efficiency, and improved customer satisfaction. Enhanced digital strategies and hub upgrades are supporting stronger revenue growth, reduced costs, and increased resilience in key markets.
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US$107.55
FV
4.8% undervalued
intrinsic discount
5.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
60
users have followed this narrative
6 days ago
author updated this narrative
Owens Corning
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Sustainable Construction Trends Will Spur Resilient Building Demand
Key Takeaways Investments in capacity, technology, and product mix position the company to benefit from trends in sustainable construction and resilient building demand. Strategic focus on higher-margin offerings and operational efficiencies is expected to drive margin expansion and long-term earnings growth.
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US$175.93
FV
12.7% undervalued
intrinsic discount
-0.70%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
6 days ago
author updated this narrative
Gaming and Leisure Properties
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Marquee Projects And Tribal Gaming Will Drive Long-Term Rental Stability
Key Takeaways Diversification into tribal markets and upgrades of key properties are expected to boost rental revenues and ensure long-term income stability. Demographic shifts and trends in entertainment spending, including legalized sports betting, underpin resilient occupancy, tenant health, and predictable, inflation-protected income.
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US$54.15
FV
11.6% undervalued
intrinsic discount
8.90%
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
6 days ago
author updated this narrative
Pentair
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Industrial Water Reuse And Filtration Will Fortify Resilient Infrastructure
Key Takeaways Rising demand for advanced water technologies and sustainability is fueling growth opportunities and margin expansion across Pentair's core markets. Strategic portfolio shifts and operational improvements are expected to deliver stronger, more resilient earnings and long-term financial stability.
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US$115.37
FV
6.4% undervalued
intrinsic discount
3.72%
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
XPO
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
AI Optimization And Fleet Modernization Will Transform LTL Operations
Key Takeaways AI-driven technology adoption and disciplined cost management are expected to boost productivity, margins, and free cash flow, supporting future earnings growth and financial flexibility. Strategic expansion into premium services and SME channels positions XPO for higher-margin revenue and stronger performance versus competitors as market conditions improve.
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US$138.80
FV
3.0% undervalued
intrinsic discount
4.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
US Foods Holding
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Automation And Sustainable Sourcing Will Redefine Away Dining
Key Takeaways Technological investments and private label focus are boosting efficiency, margins, and profitability, positioning the company for sustained long-term gains. Growing demand for sustainability and specialized delivery solutions supports ongoing revenue growth and enables market share capture from smaller competitors.
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US$90.86
FV
14.7% undervalued
intrinsic discount
5.32%
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
United Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Phase III Readouts Will Broaden Pulmonary And Regenerative Markets
Key Takeaways Positive clinical trial outcomes and innovation in drug delivery and organ manufacturing could significantly expand market opportunities and sustain long-term growth. Strong financial position enables further R&D investment, strategic buybacks, and resilience against competition, supporting robust recurring revenue and earnings stability.
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US$379.32
FV
19.5% undervalued
intrinsic discount
6.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
6 days ago
author updated this narrative
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