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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
1
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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Inghams Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Refinancing Will Provide $200 Million For Future Automation Investments
Key Takeaways Successful acquisition and integration of Bostock Brothers in New Zealand drives volume growth and revenue improvements, enhancing future financial prospects. Refinancing of syndicated financing agreement provides financial flexibility for operational investments, boosting potential earnings and margins through cost efficiencies.
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AU$3.07
FV
9.9% undervalued
intrinsic discount
-0.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
21
users have followed this narrative
Updated
narrative
Aurinia Pharmaceuticals
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Increasing Pricing Pressures And Limited Pipeline Will Weaken Outlook
Key Takeaways Reliance on a single marketed drug amid intensifying competition and pricing pressures threatens revenue stability and long-term profitability. Limited pipeline progress and stricter regulatory hurdles raise concerns about sustained growth and valuation resilience.
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US$9.00
FV
35.7% overvalued
intrinsic discount
9.67%
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
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Medistim
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expanding Healthcare Markets Will Offset Elevated Valuation Risks
Key Takeaways Strong growth, innovation, and pricing power are driving high investor expectations for sustained elevated sales and margin improvements despite risks of normalization and market shifts. Optimism about long-term leadership and recurring revenues may not fully account for emerging industry headwinds, evolving clinical practices, or technological disruption risks.
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NOK 255.00
FV
1.6% undervalued
intrinsic discount
7.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
Updated
narrative
Icade
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Rising Regulatory Pressures And Office Vacancy Will Challenge Profits
Key Takeaways Prolonged shifts in work patterns and disruptive competition are causing persistent office vacancies and eroding revenue and margins, especially in non-prime locations. Financial strain from asset value declines and regulatory capex needs is constraining investment, elevating risk, and threatening long-term profitability.
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€17.80
FV
17.9% overvalued
intrinsic discount
3.47%
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
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VIK
Viking Holdings
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Aggressive Fleet Expansion Will Erode Margins Amid Overcapacity
Key Takeaways Stricter environmental rules, shifting travel trends, and demographic risks threaten profitability and demand stability for Viking Holdings. Aggressive fleet expansion amid rising competition may cause overcapacity, margin pressure, and unpredictable returns.
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US$53.00
FV
16.5% overvalued
intrinsic discount
13.96%
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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Zip Co
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Company To Leverage Stripe Partnership And New Products For Future Success
Key Takeaways Zip Co's U.S. expansion and partnerships are set to boost transaction volumes, aiding revenue growth. Balance sheet simplification and focus on innovation will enhance financial flexibility and profitability.
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AU$4.31
FV
6.1% undervalued
intrinsic discount
16.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
65
users have followed this narrative
Updated
narrative
Galiano Gold
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
ESG Pressures And Ghana Risks Will Erode Margins
Key Takeaways Rising ESG trends, decarbonization, and diminishing gold demand threaten Galiano Gold's access to capital, revenue growth, and long-term profitability. Operational risks from declining ore grades, Ghana's political landscape, and increasing costs may squeeze margins and challenge future project viability.
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CA$2.49
FV
17.5% overvalued
intrinsic discount
28.55%
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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hipages Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Tradie Platform Will Increase Efficiency And Customer Loyalty In Australia And New Zealand
Key Takeaways Migration to a unified platform and new features aims to boost recurring revenue, customer retention, and profit margins through increased user engagement and ARPU. Operational efficiencies and strategic brand investments enhance cost structures, supporting EBITDA margin expansion and potentially increasing earnings.
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AU$2.02
FV
36.0% undervalued
intrinsic discount
9.86%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
Updated
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Day One Biopharmaceuticals
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
High Dependency And Losses Will Hamper Growth But Hope Lingers
Key Takeaways Heavy reliance on a single product and limited portfolio diversify risk, making revenue and growth vulnerable to clinical, regulatory, and market disruptions. Rising regulatory scrutiny and pricing pressures threaten margin expansion, while a lack of international reach further exposes the company to U.S. market shifts.
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US$16.00
FV
53.4% undervalued
intrinsic discount
12.55%
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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