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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
54.3% 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
15
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
7.2% 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
25.3% 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
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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
0
users have commented on this narrative
4
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EastGroup Properties
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Sunbelt Markets And E-commerce Will Drive Industrial Demand
Key Takeaways Growing demand in Sunbelt markets and limited new supply support strong pricing power and earnings growth for EastGroup's logistics-focused portfolio. Strategic expansion and a robust balance sheet position the company to capitalize on long-term economic and e-commerce-driven tailwinds.
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US$187.83
FV
10.4% undervalued
intrinsic discount
10.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
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
16.6% 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
6 days ago
author updated this narrative
Henry Schein
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Workflow And Home Solutions Will Reshape Healthcare
Key Takeaways Focus on high-margin segments, digital transformation, and operational efficiencies is expected to boost margins and earnings growth. Demographic shifts and industry consolidation are likely to drive sustained demand and enhance customer loyalty in key markets.
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US$72.23
FV
5.2% undervalued
intrinsic discount
3.99%
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
Duolingo
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
China And Asia Expansion Will Transform Digital Education
Key Takeaways Expansion into new educational categories and international markets is broadening Duolingo's user base and strengthening long-term growth potential. Enhanced monetization strategies and AI-driven personalization are increasing user engagement, margins, and recurring revenue.
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US$489.77
FV
34.4% undervalued
intrinsic discount
25.92%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
86
users have followed this narrative
6 days ago
author updated this narrative
Encompass Health
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Aging Population And Hospital Openings Will Drive Patient Demand
Key Takeaways Demographic shifts and strategic expansions are fueling strong demand, differentiated growth, and market outperformance for the company's core inpatient rehabilitation services. Investments in technology, partnerships, and diversified payer streams are enhancing operational efficiency, financial resilience, and long-term revenue and margin prospects.
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US$135.75
FV
10.0% undervalued
intrinsic discount
8.14%
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
Paycom Software
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
AI And Automation Will Elevate HR Workforce Management
Key Takeaways AI-driven innovation and seamless product adoption are boosting client retention, sales productivity, and long-term earnings stability through automation and unified architecture. Reinvestment into R&D and marketing, alongside strong sales momentum, positions Paycom for sustained revenue growth and market share expansion in a consolidating industry.
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US$248.73
FV
7.2% undervalued
intrinsic discount
8.14%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
70
users have followed this narrative
6 days ago
author updated this narrative
e.l.f. Beauty
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
International Expansion And Sephora Rollout Will Elevate Brand Position
Key Takeaways Rapid expansion into international markets and acquisition strategies are positioning the company for increased growth, diversification, and brand synergy on a global scale. Strong focus on influencer marketing, digital innovation, and ethical branding is driving efficient customer acquisition, operational scalability, and long-term market share gains.
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US$133.62
FV
14.7% undervalued
intrinsic discount
19.17%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
83
users have followed this narrative
6 days ago
author updated this narrative
Universal Display
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
OLED Investments From Samsung And LG Will Accelerate Market Penetration
Key Takeaways Broadening OLED adoption in IT, automotive, and innovative device segments is set to drive sustained growth in revenue, royalties, and high-margin sales. Proprietary technology and AI-driven R&D reinforce product leadership, enabling premium pricing and supporting long-term earnings expansion.
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US$181.89
FV
21.4% undervalued
intrinsic discount
11.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
6 days ago
author updated this narrative
H&R Block
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Tax Complexity And Digital Shift Will Expand Demand
Key Takeaways Growing demand from complex tax codes and higher-value clients, alongside digital innovation, drives sustained revenue growth and improved profit margins. Strategic expansion into small business services and efficiency initiatives diversify revenue, enhance margins, and strengthen long-term market position.
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US$55.00
FV
5.7% undervalued
intrinsic discount
2.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
6 days ago
author updated this narrative
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