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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
24
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
3
users have liked this narrative
0
users have commented on this narrative
8
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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.
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1
users have liked this narrative
1
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25
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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.
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3
users have liked this narrative
1
users have commented on this narrative
5
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Heidelberg Materials
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Escalating Carbon Costs Will Squeeze Margins Amid Fierce Competition
Key Takeaways Growing decarbonization mandates and emerging green competitors threaten profitability by raising costs and shrinking market share in core regions. Structural demand challenges and weaker access to funding may constrain investment flexibility and limit the company's ability to achieve sustained earnings growth.
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€112.90
FV
81.5% overvalued
intrinsic discount
3.93%
Revenue growth p.a.
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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
Mueller Water Products
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Aging US Municipal Water Systems Will Stimulate Smart Water Demand
Key Takeaways Accelerating water infrastructure replacement and smart technology adoption position the company for sustained revenue growth, higher-margin sales, and stable backlog. Operational efficiencies, pricing strategies, and anticipated infrastructure funding support ongoing margin improvement and increased free cash flow despite short-term supply chain risks.
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US$28.67
FV
5.4% undervalued
intrinsic discount
4.08%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
6 days ago
author updated this narrative
Hensoldt
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Rising NATO Orders And AI Integration Will Ignite Growth
Key Takeaways Surging defense budgets, accelerated procurement, and technological innovation are positioned to drive rapid revenue growth, margin expansion, and multi-year earnings visibility. Global market expansion, ESG integration, and advanced sensor solutions diversify revenue and secure long-term partnerships for sustained earnings growth.
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€120.00
FV
26.9% undervalued
intrinsic discount
18.95%
Revenue growth p.a.
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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
Deutsche Bank
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Digital Transformation And ESG Integration Will Unlock Secular Growth
Key Takeaways Accelerated digitalization and fiscal tailwinds are expected to drive stronger revenue growth, margin improvement, and market share gains beyond current analyst expectations. Deutsche Bank's scale, technology, and ESG focus position it to benefit from household savings shifts, regulatory changes, and expanded wealth management opportunities in Europe.
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€34.00
FV
7.6% undervalued
intrinsic discount
5.45%
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
Park Hotels & Resorts
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Growing Global Tourism And Urbanization Will Ignite Upscale Hospitality
Key Takeaways Strategic asset sales, capital recycling, and portfolio focus are underestimated drivers of outperformance, boosting earnings, revenue, and asset value potential. Upside from key property investments, digitalization, and exposure to strong travel trends positions Park for superior growth, margins, and long-term competitive advantage.
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US$18.74
FV
37.6% undervalued
intrinsic discount
4.65%
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
Oceaneering International
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Emerging Offshore Trends Will Expand ROV Services Despite Industry Risks
Key Takeaways Strong positioning in offshore and defense markets, with pricing power, digital services, and robotics fueling sustainable revenue growth, margin expansion, and diversification opportunities. Advanced robotics and automation capabilities enable outperformance in recurring revenues and free cash flow, especially as infrastructure aging and security mandates drive demand for inspection and integrity services.
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US$25.00
FV
5.3% undervalued
intrinsic discount
4.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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6 days ago
author updated this narrative
Agios Pharmaceuticals
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Mounting Pricing Pressures And Delays Will Depress Future Outlook
Key Takeaways Increasing payer pressure and regulatory demands threaten Agios' pricing power, revenue growth, and development timelines amid broader drug affordability concerns. Heavy reliance on a single product and concentrated pipeline exposes Agios to outsized risks from competition, clinical setbacks, and potential economic downturns.
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US$37.00
FV
3.9% overvalued
intrinsic discount
75.72%
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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6 days ago
author updated this narrative
Aya Gold & Silver
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Ore Dilution And Morocco Risks Will Persist While Silver Recovers
Key Takeaways Ongoing ore dilution and cost pressures threaten margin growth, despite higher production and silver prices. Heavy reliance on Moroccan assets exposes Aya to regulatory, operational, and jurisdictional risks that could limit revenue gains and increase future costs.
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CA$13.90
FV
7.3% undervalued
intrinsic discount
26.89%
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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6 days ago
author updated this narrative
Hyster-Yale
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Global E-commerce And Automation Will Spark Rebound
Key Takeaways Strategic investments in automation, technology, and sustainability aim to capture supply chain trends and boost long-term margin expansion and growth. Cost optimization, product innovation, and resilient demand position the company for rapid recovery and stronger earnings as macro conditions stabilize.
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US$50.00
FV
21.4% undervalued
intrinsic discount
-0.095%
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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