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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.
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3
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
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Wallenius Wilhelmsen
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Declining Car Production And Overcapacity Will Squeeze Margins
Key Takeaways Structural shifts toward local EV production and overcapacity in shipping threaten industry-wide rates, vessel utilization, and long-term margin stability. Rising environmental compliance costs and heavy capital investments may pressure free cash flow and erode future returns amid muted market demand.
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NOK 100.50
FV
10.2% undervalued
intrinsic discount
-3.19%
Revenue growth p.a.
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1
users have liked this narrative
0
users have commented on this narrative
52
users have followed this narrative
11 days ago
author updated this narrative
ZipRecruiter
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Internal Talent Shifts And Rising Costs Will Erode Market Potential
Key Takeaways Adoption of AI and internal hiring solutions threatens ZipRecruiter's growth, compressing its customer base and limiting demand for external recruitment platforms. Heavy dependence on unstable SMB clients and limited international reach increases revenue volatility and exposes the company to regional market risks.
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US$4.00
FV
25.8% overvalued
intrinsic discount
5.08%
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
11 days ago
author updated this narrative
Tokmanni Group Oyj
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Weak In-Store Demand Will Erode Margins Despite Digital Shift
Key Takeaways Growing e-commerce adoption and unfavorable demographic trends are limiting store revenue growth and long-term expansion opportunities for Tokmanni. Rising regulatory, wage, and operational expenses threaten profitability, while continued store expansion risks market saturation and diminishing returns.
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€8.20
FV
14.9% overvalued
intrinsic discount
3.95%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
11 days ago
author updated this narrative
PeptiDream
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Licensing Delays Will Downturn Revenues But Enable Future Recovery
Key Takeaways Heavy reliance on successful partnerships and out-licensing deals introduces execution and development risks that could impact revenue and earnings growth. Rising competition, macroeconomic pressures, and high capital investment may constrain margins and slow pipeline monetization if partners or programs underperform.
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JP¥2.50k
FV
36.6% undervalued
intrinsic discount
35.55%
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
11 days ago
author updated this narrative
Sdiptech
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Delayed Orders And Rising Costs Will Hamper Progress Yet Spark Hope
Key Takeaways Delays in customer orders and project starts, combined with heavy reliance on acquisitions, pose ongoing risks to margin improvement and organic growth. Rising compliance costs, goodwill write-downs, and slow divestments threaten net margins and earnings despite efforts to streamline and target higher-margin segments.
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SEK 230.00
FV
17.5% undervalued
intrinsic discount
4.95%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
11 days ago
author updated this narrative
Hexatronic Group
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Declining FTTH Market Will Impede Performance But Unlock Recovery
Key Takeaways Heavy reliance on traditional FTTH markets and select North American customers leaves Hexatronic exposed to margin pressure, revenue volatility, and slower near-term growth. Limited presence in fast-growing backbone and data center segments, combined with competitive pressures and overcapacity, risks profitability despite industry tailwinds.
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SEK 21.50
FV
9.3% overvalued
intrinsic discount
1.99%
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
11 days ago
author updated this narrative
Kratos Defense & Security Solutions
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Tightening US Budgets And Fierce Competition Will Limit Contracts
Key Takeaways Debt and deficit concerns may limit defense budgets, restricting Kratos's revenue growth and exposure to international markets amid rising export scrutiny. Heavy dependence on competitive government contracts, industry consolidation, and regulatory compliance could squeeze margins, hinder innovation, and slow profitability improvements.
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US$60.00
FV
13.4% overvalued
intrinsic discount
13.72%
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
11 days ago
author updated this narrative
Sight Sciences
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Restrictive Reimbursement Will Undermine Ophthalmic Margins While Slow Recovery Emerges
Key Takeaways Narrow product focus and vulnerability to reimbursement restrictions threaten Sight Sciences' revenue growth and long-term margin stability. Persistent unprofitability, high expenses, and technological disruption risks may drive continued shareholder dilution and declining market relevance.
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US$3.60
FV
17.5% overvalued
intrinsic discount
4.10%
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
11 days ago
author updated this narrative
TrueCar
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Digital Retail Transformation Will Pressure Margins Though Measured Progress Emerges
Key Takeaways Direct sales by automakers and dealer digital investments threaten TrueCar's relevance and could erode its long-term competitive advantage and revenue streams. Structural market shifts and regulatory challenges may limit TrueCar's growth potential, despite product innovation and operational improvements.
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US$2.00
FV
1.5% undervalued
intrinsic discount
8.82%
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
11 days ago
author updated this narrative
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