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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
5
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Updated
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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
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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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Emergent BioSolutions
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Global MCM Demand And Political Risks Will Shape Outlook
Key Takeaways Growing government demand and global expansion drive revenue predictability, diversification, and increased stability across medical countermeasure and health preparedness markets. Improved operating efficiency and financial strength enable greater investment in innovation, supporting sustained growth and enhanced earnings potential.
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US$13.50
FV
31.9% undervalued
intrinsic discount
-4.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
11 days ago
author updated this narrative
Arcutis Biotherapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Chronic Skin Trends Will Boost Non-Steroidal Treatment Adoption
Key Takeaways Expansion of ZORYVE indications and partnerships targets underserved populations, supporting sustained revenue and margin improvement through diversification and operating leverage. Demand for innovative non-steroidal treatments and ongoing R&D investments enhance long-term growth, portfolio expansion, and market share amid favorable demographic trends.
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US$21.86
FV
28.2% undervalued
intrinsic discount
36.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
11 days ago
author updated this narrative
Naspers
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI-Driven E-commerce And Capital Investments Will Transform Operations
Key Takeaways Strategic investments in competitive regions and AI-driven innovations aim to enhance revenue, net margins, and operational efficiency. Focus on cultural transformation and active investment management to drive profitability, accountability, and long-term earnings growth.
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R7.10k
FV
16.4% undervalued
intrinsic discount
14.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
33
users have followed this narrative
11 days ago
author updated this narrative
Talkspace
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expanding Medicare And Military Networks Will Advance Digital Therapy Adoption
Key Takeaways Broadening insurance coverage and employer demand are fueling ongoing user and revenue growth, with strong future visibility from robust institutional pipelines. AI-driven innovations and operational efficiencies are enhancing retention, margins, and scalability, positioning the company for durable, profitable long-term expansion.
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US$4.80
FV
44.7% undervalued
intrinsic discount
20.53%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
11 days ago
author updated this narrative
Fincantieri
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Green Digital And Underwater Robotics Will Transform Global Maritime Trends
Key Takeaways Strong demand for military and cruise vessels, paired with operational enhancements, is driving revenue growth, improved margins, and increased earnings visibility for Fincantieri. Strategic focus on green technologies, digital shipbuilding, and underwater solutions diversifies revenue streams and enhances long-term profitability.
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€17.10
FV
4.9% overvalued
intrinsic discount
7.18%
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
11 days ago
author updated this narrative
Data Patterns (India)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
In-house R&D And Orders Will Secure India's Defense Future
Key Takeaways Strong in-house R&D and government-backed contracts drive differentiated offerings, supporting long-term revenue growth and margin expansion in defense electronics. Deep customer ties and recurring contracts ensure stable earnings, while rising export ambitions provide new growth avenues beyond domestic markets.
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₹3.14k
FV
20.1% undervalued
intrinsic discount
28.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
20
users have followed this narrative
11 days ago
author updated this narrative
Converge Information and Communications Technology Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Bifrost And South Asia-Hongkong Cables Will Boost Global Connectivity
Key Takeaways Strategic investments in data centers, cable systems, and AI-driven customer service aim to enhance capacity, reduce costs, and drive revenue growth. Subscriber base expansion through innovative services and network infrastructure investment targets long-term growth in residential and underserved markets.
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₱22.61
FV
33.8% undervalued
intrinsic discount
11.65%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
105
users have followed this narrative
11 days ago
author updated this narrative
Metcash
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Acquisitions And Synergies Will Transform Diverse Sectors
Key Takeaways Strategic acquisitions and diversified segments enhance resilience, growth opportunities, and potential margin improvements, even amid economic challenges. Logistics and partnerships strengthen market position, enabling sustained revenue expansion and competitive advantage across divisions.
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AU$4.24
FV
1.5% undervalued
intrinsic discount
2.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
39
users have followed this narrative
11 days ago
author updated this narrative
Semtech
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Portfolio Optimization And CopperEdge Adoption Will Shape Future Success
Key Takeaways Portfolio optimization and strategic R&D investments aim to drive revenue growth and improve net margins through a focus on core competencies. Diversified revenue streams and market expansion from new technology applications position the company for sustained growth and enhanced earnings.
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US$57.58
FV
11.4% undervalued
intrinsic discount
9.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
11 days ago
author updated this narrative
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