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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
1
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
users have followed this narrative
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MINEBEA MITSUMI
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expanding Production Capacity Will Unlock Future Aerospace And Automotive Opportunities
Key Takeaways Expansion in aircraft and ball bearings production with new plants aims to capture aerospace demand resurgence, boosting revenue. Exit from less profitable sub-core businesses and improved efficiencies focus on high-margin sectors, enhancing net margins.
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JP¥3.02k
FV
15.7% undervalued
intrinsic discount
2.34%
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
Ibotta
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Rising Privacy Regulations Will Crush Digital Ad Prospects
Key Takeaways Intensifying regulatory pressures and shifting brand loyalty trends threaten Ibotta's advertiser base, constraining revenue growth and margin improvement. Rising competition from retailer programs and high technology spend limit Ibotta's ability to improve earnings, with organizational upheaval heightening sales and client retention risks.
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US$24.00
FV
6.1% overvalued
intrinsic discount
-2.32%
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
H.B. Fuller
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
ND Industries Integration And HHC Pricing Will Secure Stability
Key Takeaways Strategic pricing, portfolio optimization, and cost structure improvements aim to enhance profitability and achieve margin targets as raw material pressures ease. Acquisitions and share repurchases indicate potential earnings growth and enhanced shareholder value through strategic expansion and stock buybacks.
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US$66.20
FV
6.9% undervalued
intrinsic discount
2.41%
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
7 days ago
author updated this narrative
Williams-Sonoma
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Omnichannel Digital Presence And Sustainable Sourcing Will Reshape Home Furnishings
Key Takeaways Strong e-commerce, brand innovation, and supply chain optimization drive profitable growth, margin expansion, and market leadership in home goods. Demographic tailwinds and proactive sustainability initiatives strengthen customer loyalty, pricing power, and long-term sales opportunities.
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US$215.00
FV
7.9% undervalued
intrinsic discount
3.60%
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
Loblaw Companies
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integrated Healthcare And Retail Automation Will Unlock Value
Key Takeaways Expansion of pharmacy clinics, healthcare services, and digital transformation boosts customer engagement, pharmacy traffic, and overall sales growth. ESG initiatives, private label strength, and supply chain automation drive higher margins, brand loyalty, and reduced operational costs.
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CA$59.00
FV
5.5% undervalued
intrinsic discount
4.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
Updated
narrative
CRH
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
US Federal Funding And Eco Materials Will Fuel Expansion
Key Takeaways Investment in sustainable materials and automation is driving profitability, operational efficiencies, and positions CRH for significant growth in eco-friendly construction markets. Diversified portfolio and strong presence in high-growth sectors enable CRH to secure premium projects, enhancing resilience, pricing power, and stable recurring revenues.
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US$117.25
FV
2.5% undervalued
intrinsic discount
5.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
7 days ago
author updated this narrative
GigaCloud Technology
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital B2B Commerce Will Expand Global Markets Amid Supply Risks
Key Takeaways Expansion into international markets and integrated logistics solutions are strengthening GigaCloud's competitive position and supporting sustained revenue and customer growth. Operational efficiencies from acquired businesses and network scaling are driving margin improvements, profitability, and diversification of revenue streams.
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US$36.00
FV
26.3% undervalued
intrinsic discount
3.69%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
236
users have followed this narrative
7 days ago
author updated this narrative
KORE Group Holdings
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Edge Computing And 5G Will Accelerate Secular IoT Connectivity
Key Takeaways Accelerating IoT connectivity growth, vertical integration, and proprietary tech position KORE for sustained top-line outperformance and durable, high-margin recurring revenue. AI-driven efficiency, unified platform enhancements, and deeper vertical focus could unlock significant operational leverage, driving margin expansion and superior customer retention.
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US$9.00
FV
73.9% undervalued
intrinsic discount
6.29%
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
BrightView Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expansion Into 10 Branches Will Secure Urban Green Demand
Key Takeaways Expansion into new markets, cross-selling, and project-to-contract transitions are driving stronger recurring revenue and supporting stable, long-term growth. Operational improvements, centralized procurement, and high employee retention are enhancing margins, boosting profitability, and strengthening customer relationships.
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US$18.69
FV
21.8% undervalued
intrinsic discount
2.67%
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
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