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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
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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Ecolab
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Digital Technologies And Life Sciences Will Open New Markets
Key Takeaways Ecolab's One Ecolab initiative focuses on market share gains and value pricing, aiming to improve revenue growth and net margins by delivering exceptional customer value. Strategic pricing adjustments, digital technology investments, and Life Sciences growth position Ecolab for improved operating income margins and long-term earnings potential.
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US$283.90
FV
2.0% undervalued
intrinsic discount
5.48%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
6 days ago
author updated this narrative
Freeport-McMoRan
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
New Indonesian Smelter Will Fuel Integrated Global Copper Production
Key Takeaways The new Indonesian smelter and U.S. innovation initiatives bolster integration, lower costs, increase margins, and position for growth as demand for copper accelerates. Strong U.S. policy support, brownfield expansions, and disciplined capital allocation enhance financial flexibility, shareholder returns, and future revenue growth potential.
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US$50.32
FV
13.2% undervalued
intrinsic discount
6.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
58
users have followed this narrative
6 days ago
author updated this narrative
Norfolk Southern
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
PSR 20 Transformation Will Unlock Operational Efficiencies And Cost Savings
Key Takeaways Norfolk Southern's PSR 2.0 transformation and cost reduction initiatives are boosting efficiencies and enhancing net margins and earnings. Strategic focus on customer confidence and industrial development growth is bolstering market share and supporting long-term revenue growth.
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US$296.37
FV
6.4% undervalued
intrinsic discount
3.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
6 days ago
author updated this narrative
NXP Semiconductors
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Automotive Inventory Normalization And IoT Recovery Will Sustain Future Momentum
Key Takeaways Normalization of automotive inventory and strong automotive semiconductor demand, coupled with NXP's design wins, support higher revenue growth and margin expansion. Recovery in industrial & IoT segments, disciplined cost management, and strategic acquisitions position NXP for sustained top-line growth and increased profitability.
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US$258.06
FV
8.3% undervalued
intrinsic discount
8.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
56
users have followed this narrative
6 days ago
author updated this narrative
Roper Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
AI And Cloud Solutions Will Transform Vertical Markets
Key Takeaways Accelerating adoption of AI-driven, vertical-specific SaaS platforms is expanding margins, boosting subscription revenue stability, and fueling long-term organic growth. Significant opportunity remains in under-digitized, data-rich sectors, supporting ongoing market share gains and recurring revenue expansion as digital transformation advances.
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US$635.83
FV
16.6% undervalued
intrinsic discount
10.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
6 days ago
author updated this narrative
PNC Financial Services Group
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Customer Acquisition And Expense Discipline Will Build A Secure Future
Key Takeaways PNC aims for revenue expansion through controlled expenses and strategic customer acquisition, focusing on organic growth and deepening relationships. Implementing interest rate management strategies and strong leadership positions PNC for stable margins and improved operational efficiencies.
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US$214.95
FV
6.6% undervalued
intrinsic discount
4.89%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
6 days ago
author updated this narrative
Enterprise Products Partners
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Permian Infrastructure Upgrades Will Expand Export Opportunities
Key Takeaways Infrastructure enhancements, including new gas plants and expansions, could drive revenue growth via increased handling volumes and exports. Strategic capital allocation in high-demand projects and efficient buybacks may boost EPS as projects become fully operational.
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US$36.00
FV
12.0% undervalued
intrinsic discount
0.66%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
82
users have followed this narrative
6 days ago
author updated this narrative
Autodesk
AN
AnalystConsensusTarget
Consensus Narrative from 29 Analysts
Investments In Cloud And AI Will Expand Future Customer Ecosystem
Key Takeaways Autodesk's strategic investments in cloud and AI leadership are key to driving long-term revenue growth and expanding the customer ecosystem. Transitioning to a new transaction model enhances revenue stability through predictable, recurring streams, while share repurchases signal cash generation confidence.
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US$341.72
FV
16.5% undervalued
intrinsic discount
11.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
50
users have followed this narrative
6 days ago
author updated this narrative
Amphenol
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
AI-Driven Datacenters Will Expand IT Datacom Horizons
Key Takeaways Robust demand for high-speed interconnect solutions and diversified end markets strengthens revenue durability and reduces risk from economic cycles. Strategic acquisitions, innovation, and a premium product mix are enhancing margins, pricing power, and positioning versus competitors for secular growth.
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US$115.38
FV
4.9% undervalued
intrinsic discount
12.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
53
users have followed this narrative
6 days ago
author updated this narrative
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