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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
6
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
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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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XPO
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
AI Optimization And Fleet Modernization Will Transform LTL Operations
Key Takeaways AI-driven technology adoption and disciplined cost management are expected to boost productivity, margins, and free cash flow, supporting future earnings growth and financial flexibility. Strategic expansion into premium services and SME channels positions XPO for higher-margin revenue and stronger performance versus competitors as market conditions improve.
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US$138.80
FV
3.0% undervalued
intrinsic discount
4.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
US Foods Holding
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Automation And Sustainable Sourcing Will Redefine Away Dining
Key Takeaways Technological investments and private label focus are boosting efficiency, margins, and profitability, positioning the company for sustained long-term gains. Growing demand for sustainability and specialized delivery solutions supports ongoing revenue growth and enables market share capture from smaller competitors.
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US$90.86
FV
14.7% undervalued
intrinsic discount
5.32%
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
United Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Phase III Readouts Will Broaden Pulmonary And Regenerative Markets
Key Takeaways Positive clinical trial outcomes and innovation in drug delivery and organ manufacturing could significantly expand market opportunities and sustain long-term growth. Strong financial position enables further R&D investment, strategic buybacks, and resilience against competition, supporting robust recurring revenue and earnings stability.
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US$379.32
FV
19.5% undervalued
intrinsic discount
6.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
6 days ago
author updated this narrative
NiSource
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Data Center Demand And Grid Modernization Will Drive Future Expansion
Key Takeaways Robust infrastructure upgrades and digital efficiencies are reducing costs, expanding margins, and positioning NiSource for sustained earnings and regulated revenue growth. Constructive regulatory relationships and proactive investments in decarbonization and economic development are expanding market opportunities and supporting long-term reinvestment.
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US$44.51
FV
4.1% undervalued
intrinsic discount
3.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
UWM Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Advanced AI And In-house Servicing Will Transform Mortgage Markets
Key Takeaways Advanced AI deployment and in-house servicing are boosting efficiency, borrower retention, and net margins, positioning UWM for long-term operating margin expansion. Demographic tailwinds and a shift toward broker-driven channels are strengthening UWM's origination pipeline and market share, fueling future revenue growth.
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US$5.78
FV
1.6% undervalued
intrinsic discount
10.75%
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
Neurocrine Biosciences
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
CNS Pipeline And Medicare Coverage Will Unlock Future Opportunities
Key Takeaways Leadership in key neurology products and expanded payer access are driving strong, sustained market share and future revenue growth prospects. Robust late-stage pipeline and active innovation position the company for long-term earnings visibility and expanded addressable markets.
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US$167.87
FV
20.2% undervalued
intrinsic discount
14.66%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
6 days ago
author updated this narrative
Conagra Brands
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Stable Supply Chains And Productivity Will Deliver Future Success
Key Takeaways Strong consumer demand and stabilized supply chains bolster future revenue growth and operational efficiencies, supporting earnings performance. Effective cash flow management and productivity improvements enable debt reduction, margin expansion, and enhanced earnings per share (EPS) growth.
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US$21.42
FV
10.5% undervalued
intrinsic discount
-0.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
6 days ago
author updated this narrative
Alliant Energy
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Midwest Data Centers Will Power Future Electrification And Decarbonization
Key Takeaways Surging demand from data centers and population growth is driving strong revenue and long-term earnings prospects, supported by adaptive planning and regulatory flexibility. Strategic investments in renewables and infrastructure modernization align with decarbonization trends, enhancing margins and attracting increased ESG-focused capital.
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US$68.20
FV
3.0% undervalued
intrinsic discount
5.19%
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
6 days ago
author updated this narrative
RVTY
Revvity
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digital Transformation And Advanced Diagnostics Will Create Enduring Value
Key Takeaways Expansion in high-growth software and diagnostics, alongside product mix shift, is driving recurring, higher-margin revenue and robust earnings growth. Strategic investments, contract wins, and aggressive share buybacks are supporting revenue momentum, operational flexibility, and enhanced capital returns.
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US$116.81
FV
21.1% undervalued
intrinsic discount
5.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 days ago
author updated this narrative
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