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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.
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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Shoals Technologies Group
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Utility-Scale Solar And AI Demand Will Drive Future Change
Key Takeaways Expansion into energy storage and international markets is enhancing revenue diversity and reducing reliance on domestic solar policy. Operational efficiencies and focus on innovative, high-margin products are supporting margin growth and long-term earnings strength.
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US$7.18
FV
5.3% undervalued
intrinsic discount
13.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
6 days ago
author updated this narrative
Butterfly Network
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
AI And Portable Imaging Will Advance Global Healthcare Diagnostics
Key Takeaways Expanding enterprise deals, clinical AI apps, and HomeCare pilots position Butterfly for growth in recurring digital revenue aligned with decentralized, accessible healthcare trends. Product and software innovations, cost reductions, and successful commercialization efforts support higher adoption, improved gross margins, and pave the way to scalable profitability.
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US$3.17
FV
51.1% undervalued
intrinsic discount
15.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
12 days ago
author updated this narrative
Advanced Drainage Systems
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Resilient Stormwater Management Will Unlock Future Market Potential
Key Takeaways Heightened demand for innovative stormwater solutions and regulatory pressures are driving growth in high-margin products, supporting revenue acceleration and expanding profit margins. Strategic investments in automation, segment expansion, and geographic reach are improving operational efficiency and positioning the company for sustained earnings and margin gains.
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US$154.50
FV
5.9% undervalued
intrinsic discount
4.35%
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
Caterpillar
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Global Infrastructure Expansion Will Drive Equipment Renewal Cycle
Key Takeaways Strong global infrastructure and energy demand, coupled with capacity investments, underpin Caterpillar's multi-year sales growth and margin expansion outlook. Sustained mining equipment demand, cost controls, and growth in high-margin services drive long-term profitability and free cash flow improvement.
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US$448.69
FV
3.7% undervalued
intrinsic discount
6.09%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
156
users have followed this narrative
6 days ago
author updated this narrative
Avis Budget Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Waymo And Premium Ventures Will Counter Risks And Unlock Gains
Key Takeaways Optimism around premium offerings, digital transformation, and autonomous vehicle partnerships may overstate sustainable revenue growth and margin expansion due to significant execution and market risks. Long-term demand could be structurally limited by shifts toward alternative mobility solutions and increasing competition in premium segments, heightening downside risk to future profit expectations.
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US$148.00
FV
3.5% overvalued
intrinsic discount
1.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
21 days ago
author updated this narrative
Nexans
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Electrification And Renewables Will Shape Future Infrastructure
Key Takeaways Strategic focus on electrification and high-value grid solutions, supported by infrastructure investments and digitalization trends, drives long-term growth and margin improvement opportunities. Robust financial position and innovation in AI and sustainable cables enhance operational efficiency, enabling flexible investment and supporting future earnings expansion.
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€125.79
FV
6.2% overvalued
intrinsic discount
-5.15%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
22 days ago
author updated this narrative
NRG Energy
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Electrification And Digital Integration Will Shape Future Position
Key Takeaways Strong positioning for long-term recurring revenue growth through data center demand, electrification trends, and premium-margin power agreements. Integration of smart home and virtual power plant technologies is driving higher customer retention, operational efficiency, and incremental revenue opportunities.
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US$173.06
FV
16.3% undervalued
intrinsic discount
5.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
6 days ago
author updated this narrative
Birlasoft
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Advanced Automation And GenAI Will Empower Medtech And BFSI Trends
Key Takeaways Expansion into advanced AI, automation, and new industry verticals is driving higher-margin contracts and greater revenue stability amid changing global demand. Focus on high-value digital services, operational efficiency, and specialized sales is strengthening earnings resilience and positioning for long-term growth.
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₹403.07
FV
8.3% undervalued
intrinsic discount
5.20%
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
6 days ago
author updated this narrative
Bikaji Foods International
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Urbanization And Exports Will Expand India And Nepal Markets
Key Takeaways Expanding distribution, export partnerships, and product innovation are broadening market access and diversifying revenue streams for sustained growth. Manufacturing efficiency, automation, and favorable costs are driving profitability, with gains in both margins and net earnings.
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₹883.17
FV
10.1% undervalued
intrinsic discount
15.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
11 days ago
author updated this narrative
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