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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
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
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
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
23
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
0
users have commented on this narrative
4
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ITV
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digital Advertising And UK Content Will Ignite Global Expansion
Key Takeaways AI-driven cost efficiencies and structural savings are boosting margins and cash flow, placing the company well ahead of cost reduction targets. Strong digital transformation and diversified content strategy are fueling above-industry digital ad growth and positioning the company for sustained, market-leading performance.
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UK£1.11
FV
25.6% undervalued
intrinsic discount
3.58%
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
6 days ago
author updated this narrative
Spectris
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digital Transformation And IIoT Will Expand Smart Manufacturing Demand
Key Takeaways Surging demand and successful integration of acquisitions signal potential for revenue and margin outperformance, with cost and digital initiatives exceeding expectations. Strategic focus on digital solutions, R&D, and regulatory-driven markets supports sustainable, high-quality earnings growth and positions the company for above-market returns.
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UK£41.75
FV
3.2% undervalued
intrinsic discount
7.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Akbank T.A.S
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Fintech Challengers And Turkish Lira Volatility Will Impair Margins
Key Takeaways Accelerating disruption from fintech and global tech firms threatens Akbank's traditional revenue streams, pressuring loan growth and fee diversification strategies. Ongoing Turkish economic instability and regulatory challenges raise risks to profitability, as rising costs and currency volatility compress margins.
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₺56.00
FV
25.9% overvalued
intrinsic discount
41.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
IndusInd Bank
AN
AnalystLowTarget
Consensus Narrative from 39 Analysts
Digital Shifts And RBI Regulations Will Undermine Legacy Banking
Key Takeaways Weak digital transformation, regulatory pressures, and costly legacy infrastructure are eroding competitiveness against digital-first banking rivals. Persistent asset quality issues and rising compliance costs are constraining profitability and limiting long-term growth prospects.
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₹534.00
FV
41.6% overvalued
intrinsic discount
22.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Ocado Group
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Modular Automation Will Unlock Vast Potential In Digital Grocery
Key Takeaways Major automation advances and flexible new models lower costs, expand addressable markets, and position Ocado for margin and revenue growth beyond current expectations. Strategic shifts and expiring exclusivity enable access to new global partners, accelerating SaaS, royalty, and recurring revenue streams as automation demand surges.
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UK£4.37
FV
21.2% undervalued
intrinsic discount
11.17%
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
Admiral Group
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Autonomous Shifts And Extreme Weather Will Cripple Profitability
Key Takeaways Regulatory support for autonomous vehicles and mobility trends will shrink the motor insurance market, threatening Admiral's revenue and core earnings over time. Greater climate risks and digital competition will erode profitability, with reliance on the mature UK market and lagging data capabilities exposing Admiral to further margin pressures.
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UK£25.00
FV
45.4% overvalued
intrinsic discount
1.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
ZEEKR Intelligent Technology Holding
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
International Expansion And Hybrid Technology Will Shape A Bright Future
Key Takeaways Upcoming premium models and proprietary technology position ZEEKR for increased demand and margin improvement in the shift toward intelligent electric vehicles. Strategic brand integration and global market expansion drive operational efficiencies, broader revenue streams, and accelerated progress toward profitability.
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US$37.35
FV
19.8% undervalued
intrinsic discount
42.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
6 days ago
author updated this narrative
Eurofins Scientific
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Automation And Regulatory Hurdles Will Erode Traditional Lab Margins
Key Takeaways Technological disruption, insourcing, and regulatory burdens threaten Eurofins' traditional lab business and profit margins, while global service integration faces rising fragmentation and compliance costs. Expansion and acquisitions expose Eurofins to capital inefficiency and margin compression, as industry consolidation and client power erode pricing and weaken future earnings.
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€46.00
FV
42.5% overvalued
intrinsic discount
5.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Auto Trader Group
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Urban Shifts And Digital Disruption Will Challenge Market Dominance
Key Takeaways Structural shifts toward shared mobility, increased regulation, and direct sales models threaten Auto Trader's core business and long-term market relevance. Intensifying digital competition and sector innovation risk eroding user engagement, market share, and platform profitability.
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UK£6.50
FV
26.4% overvalued
intrinsic discount
5.71%
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
6 days ago
author updated this narrative
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