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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
5
users have liked this narrative
1
users have commented on this narrative
18
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
6.7% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
2
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
24.6% 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
24
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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
1
users have commented on this narrative
5
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Teva Pharmaceutical Industries
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Aging Demographics And Biosimilar Launches Will Transform Healthcare Demand
Key Takeaways Teva's diversified portfolio and expanding branded and biosimilar products are expected to drive steady, higher-margin growth and profitability amid demographic and regulatory tailwinds. Operational efficiencies, modernization, and a resilient generics platform are strengthening Teva's financial foundation, supporting income growth, free cash flow, and debt reduction.
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US$23.44
FV
22.6% undervalued
intrinsic discount
2.68%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
35
users have followed this narrative
12 days ago
author updated this narrative
Life360
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Safety And Family Connectivity Will Expand International Markets
Key Takeaways Expansion into international markets and new premium offerings strengthen user growth, engagement, and brand positioning, driving recurring high-quality revenue and margin improvements. Early-stage advertising and data partnerships are becoming significant revenue streams, leveraging platform data and reach to enhance profitability and future earnings resilience.
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AU$44.24
FV
4.7% overvalued
intrinsic discount
19.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
39
users have followed this narrative
12 days ago
author updated this narrative
V.F
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
E-commerce And Asia-Pacific Investments Will Boost Future Premium Appeal
Key Takeaways Focus on premiumization, digital sales, and product innovation is driving higher margins, deeper customer engagement, and sustainable long-term growth. Portfolio streamlining, supply chain improvements, and international expansion support stronger earnings, cash flow, and reduced exposure to struggling legacy brands.
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US$14.89
FV
2.5% undervalued
intrinsic discount
2.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
12 days ago
author updated this narrative
Five9
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
AI And Automation Will Transform Global Contact Centers
Key Takeaways Accelerated AI adoption, deepening partnerships, and strong enterprise demand are driving recurring revenue growth, operational efficiency, and international expansion. Upsell, cross-sell momentum, and bundled solutions support sequential revenue growth and higher average contract values.
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US$36.38
FV
28.6% undervalued
intrinsic discount
9.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
12 days ago
author updated this narrative
Lindsay Australia
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Acquisitions And Facility Upgrades Across Australia Will Improve Efficiency
Key Takeaways Strategic geographic expansion and acquisitions are set to enhance reach, increase revenue, and improve operational efficiency, positively impacting net margins. Infrastructure upgrades and capital efficiency initiatives aim to boost transport volumes and earnings, while maintaining limited capital expenditure.
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AU$0.98
FV
31.7% undervalued
intrinsic discount
11.80%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
50
users have followed this narrative
12 days ago
author updated this narrative
Annaly Capital Management
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
MSR Activity And Higher Coupon Segments Will Shape Our Future
Key Takeaways Strategic positioning in MSR and Agency MBS portfolios enhances revenue and net margins through attractive spreads and hedging strategies. Improved financing and economic leverage elevate earnings distribution, bolstering revenue growth and strong margins.
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US$20.93
FV
0.7% overvalued
intrinsic discount
46.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
12 days ago
author updated this narrative
Alkami Technology
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Banking Transformation Will Unlock Omnichannel Opportunities
Key Takeaways Strong demand for digital transformation and integration positions the company for sustained growth and higher recurring revenues amid a shift away from legacy banking platforms. Expansion into advanced digital banking services and product offerings, alongside high client retention, supports recurring revenue growth and margin improvement.
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US$38.44
FV
35.5% undervalued
intrinsic discount
24.47%
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
12 days ago
author updated this narrative
SolarEdge Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
US Credits And Battery Storage Will Drive Change Amid Challenges
Key Takeaways Looming U.S. policy changes, rising competition, and market uncertainty threaten growth prospects, margins, and net income recovery despite current optimism. Margin expansion and commercial storage adoption are challenged by volatile costs, weakened distribution, and aggressive industry pricing pressures.
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US$19.64
FV
64.2% overvalued
intrinsic discount
20.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
46
users have followed this narrative
12 days ago
author updated this narrative
Toast
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Integrated Digital Payments And Automation Will Unlock Future Opportunities
Key Takeaways Expanding digital solutions and automation drive increased market share, recurring revenues, and operational efficiency for restaurants upgrading from legacy systems. New market entries, product upselling, and strategic partnerships diversify revenue streams and deepen customer loyalty, boosting earnings resilience.
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US$50.33
FV
12.8% undervalued
intrinsic discount
17.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
46
users have followed this narrative
12 days ago
author updated this narrative
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