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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
6
users have liked this narrative
1
users have commented on this narrative
23
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
3
users have liked this narrative
0
users have commented on this narrative
6
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Updated
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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
1
users have commented on this narrative
24
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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
1
users have commented on this narrative
5
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Vestis
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digital Modernization And Pricing Reforms Will Strengthen Future Opportunities
Key Takeaways Emphasis on value-based pricing, technology upgrades, and operational discipline is expected to strengthen margins, cash flow, and scalable growth. Expanding into high-demand sectors and leveraging outsourcing trends positions Vestis for increased market share and enhanced long-term profitability.
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US$5.89
FV
22.9% undervalued
intrinsic discount
1.90%
Revenue growth p.a.
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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
Navient
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Federal Reforms Will Expand Private Graduate Loan Demand
Key Takeaways Expansion in private graduate loans, streamlined federal policies, and efficient securitization position Navient for higher revenues, durable earnings, and improved net margins. Expense reductions, digitization, and borrower technology enhance earnings leverage, market share, and asset quality, supporting long-term growth and profitability.
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US$14.40
FV
5.1% undervalued
intrinsic discount
4.58%
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
Arcos Dorados Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Adoption And Urban Demand Will Drive Future Success
Key Takeaways Digital initiatives, operational upgrades, and menu innovation are strengthening customer engagement, brand preference, and margins, supporting sustained revenue and profit growth. Favorable demographics and prudent pricing strategies are expected to boost demand, stabilize volumes, and position the company for long-term earnings expansion.
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US$10.40
FV
33.4% undervalued
intrinsic discount
8.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
6 days ago
author updated this narrative
Grocery Outlet Holding
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Consumer Trends Will Constrain Margins But Spur Efficiency
Key Takeaways Reliance on persistent value-driven consumer behavior and margin expansion faces risks from shifting economic conditions, supply chain pressures, and intensified labor costs. Expansion and tech upgrades may fall short if digital lag, store cannibalization, and heightened competition impact foot traffic and long-term earnings growth.
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US$16.15
FV
15.3% overvalued
intrinsic discount
8.29%
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
Integral Ad Science Holding
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Ad Trends Will Redefine Global Market Opportunities
Key Takeaways Growing digital ad complexity and privacy concerns boost demand for IAS's AI-powered verification and measurement, strengthening its pricing power and margin potential. International expansion and platform partnerships drive broader adoption, recurring revenue streams, and greater long-term earnings stability.
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US$13.04
FV
32.3% undervalued
intrinsic discount
11.38%
Revenue growth p.a.
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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
Smith Douglas Homes
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Housing Affordability Crisis And Sun Belt Risks Will Hurt Margins
Key Takeaways Growing reliance on buyer incentives and increased operating spend are compressing margins and delaying profitability amidst persistent market affordability challenges. Regional concentration and industry-wide cost inflation heighten revenue volatility and limit margin expansion despite ongoing inventory and geographic growth efforts.
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US$17.60
FV
12.1% overvalued
intrinsic discount
2.83%
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
OPENLANE
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digital Transformation And AI Will Reshape Vehicle Auctions
Key Takeaways Early-stage digital adoption and AI-driven innovation are boosting growth, operational efficiency, and margins for OPENLANE's wholesale vehicle auction platform. Market leadership, cross-segment integration, and industry sustainability trends position OPENLANE to capture rising demand and drive diversified, stable earnings.
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US$30.50
FV
4.5% undervalued
intrinsic discount
5.05%
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
GEO Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Federal Funding Will Expand ICE Facility Activations
Key Takeaways Increased federal funding and rising demand for detention support GEO's facility expansion, utilization, and long-term top-line and margin growth opportunities. Strategic debt reduction, asset sales, and a share repurchase plan strengthen financial flexibility, boosting earnings outlook and shareholder value.
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US$39.00
FV
46.9% undervalued
intrinsic discount
15.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
6 days ago
author updated this narrative
WesBanco
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Northern Virginia Expansion And Digital Banking Will Shape Long-Term Potential
Key Takeaways Expansion into high-growth markets and digital banking is strengthening revenue streams, while supporting sustained loan, deposit, and fee-based income growth. Focus on wealth management, disciplined risk management, and operational efficiency is positioning the company for resilient earnings and improved profit margins.
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US$37.43
FV
12.8% undervalued
intrinsic discount
35.18%
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
6 days ago
author updated this narrative
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