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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
8
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
7 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
5
users have liked this narrative
1
users have commented on this narrative
14
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
34
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
6
users have followed this narrative
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Turtle Beach
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Mobile And Cloud Gaming Will Erode Legacy Peripheral Demand
Key Takeaways Shifting industry trends toward mobile, cloud, and immersive gaming experiences threaten demand for Turtle Beach's traditional peripherals and risk long-term relevance. Intensifying competition, regulatory pressures, and integrated device features are expected to erode margins and suppress sustainable profitability.
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US$13.50
FV
14.4% overvalued
intrinsic discount
4.75%
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
7 days ago
author updated this narrative
TriMas
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Global Integration And Automation Will Transform Packaging Markets
Key Takeaways Operational integration, portfolio optimization, and sustainability focus are driving improved margins, market share, and profitability through innovative packaging solutions. Investments in automation and alignment with global packaging trends position the company for sustained revenue growth and stronger long-term earnings.
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US$45.00
FV
13.9% undervalued
intrinsic discount
7.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
7 days ago
author updated this narrative
Sojitz
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
High-Growth Chemicals And Renewables Will Advance Global Electrification
Key Takeaways Strategic expansion into high-growth sectors and renewables strengthens market position and supports future profitability through diversification and sustainability. Ongoing operational reforms and portfolio optimization drive higher-margin growth and enhance earnings resilience across diverse global markets.
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JP¥4.22k
FV
n/a
intrinsic discount
3.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
Updated
narrative
Alpha and Omega Semiconductor
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Electrification, Renewables And IoT Will Drive Enduring Market Leadership
Key Takeaways Rapid AI, graphics, and e-mobility adoption positions the company for significant growth, margin expansion, and deeper integration across hyperscale, consumer, and automotive markets. Enhanced financial strength enables aggressive investment in innovation and manufacturing, boosting competitiveness in high-value segments like renewables and industrial automation.
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US$35.00
FV
16.7% undervalued
intrinsic discount
6.74%
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
7 days ago
author updated this narrative
Associated Banc-Corp
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
C&I Lending And Digital Investments Will Yield Sustainable Success
Key Takeaways Strategic shift to higher-yielding, relationship-focused lending and strong deposit growth is supporting improved margins and sustained profitability. Investments in digital technology, disciplined expense management, and strong Midwest market dynamics are driving efficiency, earnings growth, and long-term revenue opportunities.
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US$28.60
FV
6.6% undervalued
intrinsic discount
23.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
7 days ago
author updated this narrative
Mitsui
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Fossil Fuel Dependency Will Curtail Margins Despite Some Renewables Promise
Key Takeaways Heavy reliance on fossil fuels and commodity exposure threatens revenue and margin stability amid the global move toward renewables and stricter ESG requirements. Expansion into new sectors brings significant execution risk and increased complexity, potentially leading to inefficiencies and weaker profit stability.
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JP¥2.86k
FV
16.6% overvalued
intrinsic discount
1.03%
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
7 days ago
author updated this narrative
CBRE Group
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digital Transformation And Urbanization Will Unlock Global Opportunities
Key Takeaways Integrating operations and strengthening data capabilities are expected to drive sustained margin expansion and unlock significant cost savings across business segments. Investments in digital infrastructure, smart technologies, and ESG consulting position the company to capture high-margin, recurring revenue from new global growth opportunities.
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US$197.00
FV
17.0% undervalued
intrinsic discount
11.47%
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
7 days ago
author updated this narrative
UltraTech Cement
AN
AnalystConsensusTarget
Consensus Narrative from 42 Analysts
Robust Indian Infrastructure Will Unlock Cement Opportunity
Key Takeaways Aggressive capacity expansion, strategic acquisitions, and network optimization are strengthening market share, operational efficiency, and long-term revenue growth potential. Investments in sustainability, green technologies, and logistics are lowering costs, improving margins, and supporting premium pricing amid rising demand for eco-friendly construction.
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₹13.63k
FV
7.5% undervalued
intrinsic discount
12.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
7 days ago
author updated this narrative
BJ's Restaurants
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Off-Premise And Restaurant Menu Focus Will Secure Future Success
Key Takeaways Menu innovation, digital initiatives, and omnichannel focus increase customer frequency and tap into evolving consumer trends, broadening revenue opportunities. Operational efficiencies, technology upgrades, and strategic expansion efforts drive margin improvement, cost control, and long-term earnings growth.
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US$42.33
FV
19.0% undervalued
intrinsic discount
2.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
7 days ago
author updated this narrative
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