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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
5
users have liked this narrative
1
users have commented on this narrative
17
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
1
users have liked this narrative
0
users have commented on this narrative
6
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
1
users have liked this narrative
0
users have commented on this narrative
23
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
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
users have followed this narrative
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Amcor
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Berry Integration And Portfolio Optimization Will Fuel Eco-Friendly Packaging
Key Takeaways Strategic acquisitions, portfolio optimization, and sustainability initiatives strengthen market position, margin expansion, and consistent earnings growth. Broadened footprint in high-growth regions and markets enables Amcor to capture rising demand and evolving industry trends.
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US$11.04
FV
23.5% undervalued
intrinsic discount
17.50%
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
UDR
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Urban Migration And Sunbelt Demand Will Drive Multifamily Value
Key Takeaways Strong rental demand and strategic market focus are driving revenue and rent growth while minimizing downside risk. Innovation and disciplined capital allocation are improving operational efficiency, margins, and long-term earnings potential.
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US$44.69
FV
13.3% undervalued
intrinsic discount
3.49%
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
Universal Health Services
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Outpatient Behavioral Health Expansion And Digital Health Will Redefine Healthcare
Key Takeaways Expanding outpatient behavioral health facilities and new hospital openings position the company for long-term growth amid rising demand and shifting care trends. Investments in technology and focus on improving payer mix support efficiency, margin expansion, and resilience against reimbursement and labor challenges.
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US$218.31
FV
16.9% undervalued
intrinsic discount
4.96%
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
Gen Digital
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digitization And AI Will Reshape Cybersecurity Market Dynamics
Key Takeaways Gen Digital's AI-driven platform innovation, integrated solutions, and M&A synergies are strengthening its position in the cybersecurity and financial protection markets. Recurring subscription models and broad AI investment are driving revenue stability, operating margin growth, and enhanced customer satisfaction.
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US$33.72
FV
8.7% undervalued
intrinsic discount
7.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
6 days ago
author updated this narrative
Reliance
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
US Infrastructure Spending Will Boost Specialty Steel Demand
Key Takeaways Growth in data center and infrastructure projects drives demand for Reliance's specialty products, strengthening market share and boosting recurring revenues. Strategic investments in processing, logistics, and acquisitions enhance customer retention and gross margins, while robust cash flow enables shareholder returns and earnings growth.
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US$326.14
FV
9.4% undervalued
intrinsic discount
3.73%
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
Enphase Energy
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Global Electrification And Solar Trends Will Open New Markets
Key Takeaways Expansion of integrated solar, battery, and EV charging solutions is expected to boost growth, recurring revenue, and margin resilience through global trends and supportive policy changes. New product launches, software-enabled platforms, and international market entry will lower costs, diversify risk, and strengthen long-term earnings and global presence.
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US$42.20
FV
9.4% undervalued
intrinsic discount
2.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
119
users have followed this narrative
6 days ago
author updated this narrative
EG
Everest Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
International Cat And Specialty Insurance Will Expand Horizons
Key Takeaways Strategic focus on catastrophe reinsurance and specialty lines drives growth, margin expansion, and benefits from global insurance market trends. Prudent risk selection and technology investments improve efficiency, profitability, and position the company for sustained, resilient long-term earnings.
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US$392.36
FV
13.7% undervalued
intrinsic discount
-1.82%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
6 days ago
author updated this narrative
Fidelity National Financial
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Investments And Real Estate Trends Will Reshape Transactions
Key Takeaways Expanded digital capabilities and strategic talent acquisition are expected to streamline transactions, boost efficiency, and drive revenue and margin growth as markets normalize. Diversification through fee-based segments and innovative financial vehicles enhances earnings stability and reduces dependence on cyclical real estate activity.
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US$70.25
FV
14.0% undervalued
intrinsic discount
5.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
6 days ago
author updated this narrative
International Paper
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Sustainable Packaging And Automation Will Reshape Global Markets
Key Takeaways Rising sustainability trends and e-commerce growth are strengthening demand for fiber-based packaging, supporting both revenue growth and pricing power. Operational improvements, strategic divestitures, and emerging market expansion are boosting margins, competitiveness, and overall earnings quality.
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US$54.16
FV
9.9% undervalued
intrinsic discount
9.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
11
users have followed this narrative
6 days ago
author updated this narrative
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