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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
7
users have liked this narrative
1
users have commented on this narrative
32
users have followed this narrative
6 days ago
author updated this narrative
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
4
users have liked this narrative
0
users have commented on this narrative
11
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
3
users have liked this narrative
2
users have commented on this narrative
29
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
53.6% 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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Six Flags Entertainment
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
The Experience Economy And Mobile Personalization Will Fuel Visitor Growth
Key Takeaways Enhanced digital integration, experiential offerings, and improved season pass momentum position Six Flags for long-term revenue growth and greater pricing power. Strategic cost savings, real estate optimization, and industry consolidation are expected to boost margins, reduce debt, and support capital deployment flexibility.
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US$53.89
FV
55.5% undervalued
intrinsic discount
6.20%
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
7 days ago
author updated this narrative
Braze
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Digital Transformation And Cloud Expansion Will Revolutionize Global Engagement
Key Takeaways Accelerated enterprise adoption, platform innovation, and strong partner ecosystem could substantially drive recurring revenue, retention, and competitive moat against legacy vendors. Enhanced pricing flexibility, global expansion, and AI-driven solutions position Braze for faster growth, increased customer loyalty, and improved operational efficiency internationally.
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US$58.78
FV
56.1% undervalued
intrinsic discount
20.58%
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
indie Semiconductor
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
EV And ADAS Adoption Will Expand Sensor Opportunities
Key Takeaways Software licensing and new ADAS products could deliver recurring, high-margin revenue and rapid gross profit growth, surpassing current market expectations. Early moves in photonics, quantum, and new industrial verticals position the company to unlock transformative value across multiple markets beyond automotive.
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US$7.96
FV
41.7% undervalued
intrinsic discount
29.06%
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
FIBRA Macquarie México
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Nearshoring Trends Will Fuel Industrial Rent Growth Amid Market Risks
Key Takeaways Robust lease renewal prospects and prime logistics corridor exposure are set to drive continued strong rent growth and durable long-term revenue expansion. Aggressive capital strategies and sector institutionalization position the company for portfolio valuation gains and enhanced investor returns despite market volatility.
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Mex$45.57
FV
32.1% undervalued
intrinsic discount
9.75%
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
MTN Group
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Mobile Internet And Fintech Will Drive Enduring Digital Transformation
Key Takeaways Surging data and advanced fintech services are reshaping MTN's revenue mix, driving higher margins and establishing new long-term growth platforms. Strategic investments, an expanding youthful customer base, and increased financial flexibility poise MTN for sustained earnings growth and enhanced shareholder returns.
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R220.00
FV
31.9% undervalued
intrinsic discount
15.45%
Revenue growth p.a.
Set Fair Value
1
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
Mapletree Industrial Trust
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Tokyo Acquisition And Occupancy Gains To Propel Growth In Data Center Market
Key Takeaways Tokyo property acquisition and power plans position for growth in data center market, enhancing revenue streams. Lease expirations and expected rate cuts could improve net margins despite short-term earnings impact.
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S$2.26
FV
9.8% undervalued
intrinsic discount
0.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
6 days ago
author updated this narrative
Holcim
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Aggressive Projections Will Falter Amid Regulatory And Market Risks
Key Takeaways High expectations for demand growth and margin expansion may be difficult to meet if market, regulatory, or competitive conditions shift unfavorably. Risks around regulatory costs, disruptive new materials, and integration of acquisitions could undermine profitability and long-term growth assumptions.
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CHF 66.02
FV
0.9% overvalued
intrinsic discount
-11.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
7 days ago
author updated this narrative
Pulmonx
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
AI And CT Screening Will Expand COPD Care Worldwide
Key Takeaways Rapid expansion in lung screening and strong adoption in underpenetrated markets could drive much higher growth, margins, and market share than currently expected. Strategic ecosystem partnerships and a shift to value-based care position Pulmonx for sustained procedural growth, premium pricing, and durable competitive advantage.
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US$15.80
FV
88.8% undervalued
intrinsic discount
16.06%
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
Mosaic
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Brazil Facilities And Automation Will Unlock Fertilizer Potential
Key Takeaways Operational improvements and expansion into premium products are expected to lower costs, boost margins, and drive more consistent profitability. Favorable global supply constraints and increased agricultural demand position Mosaic for higher prices, supporting long-term revenue growth and earnings stability.
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US$39.75
FV
16.2% 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
28
users have followed this narrative
7 days ago
author updated this narrative
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