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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.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
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OssDsign
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Rising US Healthcare Cost Controls Will Squeeze Orthobiologics Margins
Key Takeaways Intensifying pricing pressures and consolidated buyer power threaten margins and profitability, as healthcare cost controls and hospital alliances focus on affordability over innovation. High operating expenses from R&D and limited product diversification expose the company to disruptive competition, slow commercial progress, and volatile earnings.
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SEK 12.00
FV
18.2% overvalued
intrinsic discount
32.43%
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
New
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Vishnu Prakash R Punglia
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Regulatory Delays Will Pressure Margins While Government Tenders Drive Recovery
Key Takeaways Reliance on timely government payments, regulatory scrutiny, and elevated finance costs may suppress margins, earnings, and limit the ability to capitalize on growth opportunities. Geographic concentration and rising competition expose the company to localized risks and potential loss of market share, impacting order inflow and long-term revenue growth.
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₹131.00
FV
11.9% overvalued
intrinsic discount
19.24%
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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New
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Elutia
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Next Generation Biologics Will Transform Global Regenerative Care
Key Takeaways Strong adoption of new products and operational improvements position Elutia for accelerated revenue growth and sustained margin expansion beyond expectations. Strategic portfolio expansion and legal resolution set the stage for market leadership, premium pricing, and substantial long-term profitability.
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US$8.00
FV
70.0% undervalued
intrinsic discount
69.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Electro Optic Systems Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Debt Freedom Will Fund Counter-Drone And Laser Defense Initiatives
Key Takeaways Divestiture of non-core businesses has positioned the company for debt-free growth, enhancing margins and enabling focus on key areas like counter-drone markets. Strategic investments and defense contracts expected to drive substantial revenue and earnings growth, particularly in Europe and Ukraine, with breakthroughs in high-energy laser tech.
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AU$4.07
FV
50.4% overvalued
intrinsic discount
30.00%
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
Updated
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Nel
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
US Tax Incentives Will Unlock Green Hydrogen Potential
Key Takeaways Growing demand, favorable policies, and strong partnerships are expanding Nel's order backlog and supporting robust long-term revenue opportunities in the green hydrogen market. Ongoing technology improvements and cost-cutting measures are expected to boost profitability, improve margins, and strengthen Nel's competitive position.
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NOK 2.38
FV
3.2% overvalued
intrinsic discount
14.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
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Intrusion
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Government Challenges Will Limit Cybersecurity Scale Yet Foster Digital Shift
Key Takeaways Heavy reliance on government contracts and difficulty expanding beyond niche markets could limit long-term growth and overall market share. High investment needs and industry consolidation may delay profitability, with slow client adoption hindering improvements in operating leverage and sustainable earnings.
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US$2.00
FV
10.5% undervalued
intrinsic discount
26.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Aurelia Metals
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Decarbonisation Trends Will Drive Tier-1 Base Metal Expansion
Key Takeaways Accelerated project ramp-up, new mineral discoveries, and operational optimizations are expected to significantly boost production, earnings, cash flow, and extend mine life. Strong financial position and focus on growth, efficiency, and M&A position Aurelia to benefit from industry trends and achieve superior long-term value creation.
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AU$0.50
FV
56.0% undervalued
intrinsic discount
13.27%
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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Talkspace
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Regulatory Limits And Competition Will Slow Growth But Unlock Value
Key Takeaways Regulatory scrutiny, privacy concerns, and evolving AI restrictions could raise costs, limit product features, and slow user and revenue growth. Labor shortages, onboarding expenses, and tough competition threaten margin improvement and scalability despite expanding partnerships and favorable industry trends.
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US$3.50
FV
23.7% undervalued
intrinsic discount
19.08%
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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New
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Valneva
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Rapid Lyme Vaccine Development And Rising Preventative Healthcare Will Shape Future Markets
Key Takeaways Leading vaccine programs and strategic partnerships are set to expand market reach, supporting sustainable growth through innovative, in-demand preventative healthcare solutions. Operational efficiency gains and a robust development pipeline position the company for diversified long-term growth and improved profitability.
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€7.48
FV
48.9% undervalued
intrinsic discount
23.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
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Updated
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