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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
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
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
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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Flowers Foods
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Urban Lifestyles And Health Trends Will Drive Premium Expansion
Key Takeaways Premium and health-focused product innovation, especially in brands like Dave's Killer Bread, is driving faster revenue and market share growth than expected. Operational efficiency, strategic channel focus, and regional strength are positioning Flowers Foods for sustained margin and earnings outperformance over peers.
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US$21.00
FV
27.2% undervalued
intrinsic discount
1.75%
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
6 days ago
author updated this narrative
Plus Therapeutics
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Regulatory Hurdles And Funding Risks Will Hamper CNS Pipeline Temporarily
Key Takeaways Heavy dependence on external financing and a narrow pipeline exposes the company to funding risks, shareholder dilution, and vulnerability to clinical or competitive setbacks. Regulatory hurdles, uncertain payer adoption, and pricing pressures threaten timely product commercialization and could constrain future revenue growth and profitability.
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US$3.00
FV
83.8% undervalued
intrinsic discount
63.85%
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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TriNet Group
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Digital HR Solutions Will Capitalize On Gig Economy And Automation
Key Takeaways Enhanced sales tactics, tech adoption, and tailored benefits could drive stronger growth and efficiency than market forecasts currently suggest. Structural workforce shifts and integrated HR offerings increase customer stickiness, unlocking market expansion, cross-selling, and superior recurring earnings.
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US$97.00
FV
29.3% undervalued
intrinsic discount
-49.42%
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
6 days ago
author updated this narrative
Allurion Technologies
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Distributor Disruptions And FDA Delays Will Permit Modest Rebound
Key Takeaways Uncertainty from commercial strategy shifts, regulatory dependence, and operational risks threaten near-term revenue stability and sustainable top-line recovery despite favorable market trends. Success hinges on scaling digital platforms, expanding geographic access, and demonstrating product value, but execution missteps or competitive and reimbursement pressures could constrain margin growth.
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US$2.50
FV
10.4% undervalued
intrinsic discount
3.06%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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Madison Square Garden Sports
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Rising Global Sports Media Rights Will Unlock Knicks And Rangers Appeal
Key Takeaways Exceptional team performance, events, and premium offerings are expected to drive outsized, high-margin revenue growth across all major business segments. Expansion in media rights, global partnerships, and digital innovation positions the company for superior long-term profitability and brand scalability versus peers.
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US$314.00
FV
36.8% undervalued
intrinsic discount
2.01%
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
6 days ago
author updated this narrative
Organon
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Rising Women's Health Demand And Telemedicine Will Fuel Global Access
Key Takeaways Rapid scaling of women's health products and digital health investments positions Organon for global leadership and sustainable high-margin growth beyond current expectations. Outperformance in biosimilars and manufacturing transformation is set to drive margin expansion, recurring cash flows, and greater market share through aggressive growth strategies.
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US$18.00
FV
49.7% undervalued
intrinsic discount
1.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
6 days ago
author updated this narrative
Maximus
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Digital Transformation And Demographic Shifts Will Unlock New Markets
Key Takeaways Rapid legislative and regulatory changes, technology modernization, and AI-driven process improvements position Maximus for accelerated revenue and margin expansion across government service markets. Scale, operational agility, and strong contract execution give Maximus durable advantages over fragmented competitors, supporting sustained earnings and market share growth.
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US$120.00
FV
28.3% undervalued
intrinsic discount
4.24%
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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6 days ago
author updated this narrative
Super League Enterprise
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Fragmented Digital Markets Will Strain Earnings But Allow Cautious Rebound
Key Takeaways Dependence on third-party platforms and industry fragmentation threatens revenue stability and limits the ability to scale audiences for sustainable growth. Persistent operating losses and limited cash may drive equity dilution and restrict investments, impacting future innovation and shareholder value.
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US$20.00
FV
82.7% undervalued
intrinsic discount
23.24%
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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Exponent
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Technological Complexity And Regulatory Demand Will Expand Consulting Markets
Key Takeaways Accelerating innovation cycles and technical complexity position Exponent for premium growth, as rising demand for its expertise drives stronger pricing power and high-margin, recurring contracts. Expansion into emerging technology verticals and investments in talent enable scalable growth, improved utilization, and structural gains in revenue predictability and sustainable earnings.
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US$100.00
FV
29.2% undervalued
intrinsic discount
6.48%
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
6 days ago
author updated this narrative
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