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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
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Updated
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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.
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1
users have liked this narrative
0
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23
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Updated
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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.
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3
users have liked this narrative
0
users have commented on this narrative
4
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Alphatec Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expanding Spine Care And Integrated Tech Will Drive Future Opportunities
Key Takeaways Growth driven by increasing procedural volume, surgeon adoption, and innovation in advanced healthcare technologies positions the company for sustained revenue and margin expansion. Enhanced clinical outcomes, improved sales execution, and operational discipline support strong earnings growth and strengthen the company's financial position.
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US$18.95
FV
16.4% undervalued
intrinsic discount
17.36%
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
11 days ago
author updated this narrative
AvidXchange Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
ERP Integrations And Digital Payments Will Unlock Opportunities
Key Takeaways Expanded ERP integrations and digital payment migrations are expected to boost customer growth, revenue, and margin amid a broader B2B e-payment market shift. AI-driven automation and value-added fintech product rollouts are set to increase operational efficiency, elevate revenue per user, and support long-term earnings stability.
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US$9.83
FV
0.9% overvalued
intrinsic discount
11.63%
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
11 days ago
author updated this narrative
O-I Glass
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Fit To Win And Sustainable Packaging Will Secure Premium Performance
Key Takeaways Ongoing cost reduction and network optimization efforts are strengthening margins, supporting stronger free cash flow, and setting up for improved long-term earnings. Growing demand for sustainable, health-focused packaging positions O-I for premium revenue opportunities and greater market resilience in key food and beverage segments.
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US$16.90
FV
21.7% undervalued
intrinsic discount
1.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
11 days ago
author updated this narrative
Globalstar
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Government And Defense Partnerships Will Expand Resilient Satellite Connectivity
Key Takeaways Expansion of government partnerships and spectrum monetization diversifies revenue streams and strengthens long-term financial stability. Upgrades in satellite infrastructure and adoption of new IoT modules drive network growth, subscriber increases, and higher margins.
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US$52.50
FV
49.1% undervalued
intrinsic discount
13.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
11 days ago
author updated this narrative
John Wiley & Sons
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Research Publishing And AI Licensing Will Transform Academic Markets
Key Takeaways Expansion in digital publishing, AI licensing, and data analytics partnerships is diversifying revenue streams and accelerating high-margin, recurring growth. Operational restructuring and increased digital adoption are improving margins, boosting free cash flow, and enhancing resilience against funding volatility.
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US$60.00
FV
32.4% undervalued
intrinsic discount
1.55%
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
11 days ago
author updated this narrative
Sitio Royalties
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expanding Royalty Interests Will Secure Long-Term Value Despite Market Volatility
Key Takeaways Scalable, asset-light business model and diversified acquisitions support resilient margins, robust cash flow, and stable dividends regardless of commodity cycles. Structural energy demand, rare mineral rights, and inflation-hedged returns position Sitio for enduring value growth and superior per-share shareholder returns.
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US$26.20
FV
30.8% undervalued
intrinsic discount
-2.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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6
users have followed this narrative
11 days ago
author updated this narrative
RXO
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Digital Freight Matching And E-Commerce Trends Will Reshape Logistics
Key Takeaways Proprietary digital technology, unified platforms, and asset-light operations are driving sustainable margin expansion and differentiating RXO as a logistics industry leader. Diversification and growth in LTL brokerage and e-commerce shield RXO from cyclical downturns, supporting stable free cash flow and consistent earnings strength.
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US$16.28
FV
0.4% undervalued
intrinsic discount
7.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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11 days ago
author updated this narrative
Global Business Travel Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Acquisition And Digital Transformation Will Build Lasting Value
Key Takeaways Acquisition of CWT and expansion into the SME segment aim to boost efficiency, diversify revenue, and strengthen long-term profitability. Emphasis on digital transformation and financial strength enhances operational margins and positions the company for above-industry growth as corporate travel rebounds.
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US$9.53
FV
14.3% undervalued
intrinsic discount
4.97%
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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11 days ago
author updated this narrative
IAC
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Expanding Digital Channels Will Unlock New Advertising Markets
Key Takeaways Diversifying digital platforms, leveraging first-party data, and developing proprietary ad tools position IAC for sustainable revenue and margin growth amid privacy and industry changes. Revamps to core businesses and strategic capital allocation strengthen IAC's digital marketplace presence, unlock new revenue streams, and enhance resilience to market disruptions.
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US$48.69
FV
26.7% undervalued
intrinsic discount
-12.48%
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
11 days ago
author updated this narrative
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