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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
31
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
10
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
1
users have liked this narrative
1
users have commented on this narrative
28
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
1
users have commented on this narrative
5
users have followed this narrative
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ImmunoPrecise Antibodies
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AI-Driven Discovery Will Advance Biologic Drug Development
Key Takeaways Accelerated adoption of AI-driven platforms and regulatory changes are boosting demand for ImmunoPrecise's scalable, high-margin discovery and screening services. Strategic partnerships, operational efficiencies, and core market expansion are supporting recurring revenue growth, improved margins, and stronger long-term earnings stability.
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US$4.00
FV
31.3% undervalued
intrinsic discount
21.16%
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
12 days ago
author updated this narrative
Kyndryl Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Transformation And Hybrid Cloud Will Create A Resilient Future
Key Takeaways Expanding partnerships and advanced service offerings in cloud, AI, and cybersecurity are fueling recurring revenue growth and higher-margin business opportunities. Operational efficiencies and a strategic shift to more profitable contracts are driving consistent improvements in margins and overall financial performance.
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US$46.25
FV
32.4% undervalued
intrinsic discount
3.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
12 days ago
author updated this narrative
Howard Hughes Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Sunbelt Migration And Quality Land Will Unlock Lasting Value
Key Takeaways Strong demand for master-planned communities and undeveloped land holdings supports resilience, revenue growth, and long-term value appreciation. Increased recurring income, operational efficiency initiatives, and strategic diversification efforts are expected to drive higher margins and earnings stability.
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US$80.25
FV
6.6% undervalued
intrinsic discount
7.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
12 days ago
author updated this narrative
Capri Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Data-Driven Marketing And Renovations Will Boost Brand Appeal
Key Takeaways Strategic brand revitalization, advanced analytics, and omnichannel investments are improving consumer engagement, store productivity, and long-term revenue growth prospects. Expansion into new product categories and regions, coupled with supply chain and pricing initiatives, supports margin sustainability and increased market diversification.
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US$25.08
FV
14.4% undervalued
intrinsic discount
-5.70%
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
12 days ago
author updated this narrative
Americold Realty Trust
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Dubai Expansion And Asia Pacific Demand Will Boost Cold Storage
Key Takeaways Expanding global presence, automation investments, and long-term contracts position Americold to benefit from rising food logistics demand and recurring, stable revenue streams. High barriers to entry, strong partnerships, and disciplined portfolio management support operational efficiency, margin expansion, and future earnings growth.
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US$21.13
FV
30.0% undervalued
intrinsic discount
5.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
12 days ago
author updated this narrative
NerdWallet
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Finance And AI Will Unlock New Opportunities
Key Takeaways Digital-first financial adoption, AI-driven personalization, and strategic integrations are driving higher user engagement, recurring revenue, and new monetization channels. Operational efficiencies from AI, reduced costs, and optimized marketing are expanding margins and supporting sustainable, strong free cash flow growth.
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US$14.50
FV
29.2% undervalued
intrinsic discount
4.88%
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
12 days ago
author updated this narrative
Knight Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Rising Latin America Demand Will Expand Specialty Pharma Reach
Key Takeaways Expanding specialty pharma portfolio and successful product launches drive growth, margin improvements, and geographic diversification, especially in emerging Latin American markets. Strong financial position and M&A strategy provide capital flexibility, supporting ongoing innovation, higher pricing power, and resilient profit margins.
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CA$7.80
FV
16.7% undervalued
intrinsic discount
9.21%
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
12 days ago
author updated this narrative
D-Market Elektronik Hizmetler ve Ticaret
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding Delivery, Checkout And Lending Will Build Future Success
Key Takeaways HepsiJet's expanded delivery services and successful Hepsipay integration drive revenue and improve margins through higher off-platform volume and financial service transactions. Strategic partnerships, including a stake transition to Kaspi and collaboration with Warner Bros., enhance customer engagement and operational efficiency, boosting long-term growth.
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US$4.07
FV
29.9% undervalued
intrinsic discount
32.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
12 days ago
author updated this narrative
PENN Entertainment
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
ESPN Integration And Omni-Channel Investments Will Shape Market Evolution
Key Takeaways Deeper ESPN digital integration and omni-channel strategies are driving user growth, higher engagement, and expanding both digital and retail revenues with improved customer retention. Investments in tech, property enhancements, and capital returns are reducing costs, growing margins, and strengthening free cash flow for continued long-term profitability.
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US$21.89
FV
10.1% undervalued
intrinsic discount
5.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
12 days ago
author updated this narrative
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