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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
50.7% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
1
users have commented on this narrative
42
users have followed this narrative
8 days ago
author updated this 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
8.5% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
1
users have commented on this narrative
19
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
19.7% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
2
users have commented on this narrative
36
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
51.6% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
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AGNC Investment
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Fed's Accommodative Policy Will Improve Predictability Of Agency MBS Returns
Key Takeaways Stable interest rates and balanced supply-demand outlook for Agency MBS could enhance AGNC's revenue and earnings by improving return predictability and maintaining attractive yields. AGNC's strategic asset and hedge management, along with potential equity issuance, may maximize risk-adjusted returns, boosting earnings and shareholder value.
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US$5.29
FV
85.1% overvalued
intrinsic discount
32.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
101
users have followed this narrative
4 months ago
author updated this narrative
F&G Annuities & Life
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Entering RILA Market And PRT Expansion Will Drive Future Success
Key Takeaways Launching the RILA product and strong PRT sales position F&G for substantial revenue growth in emerging and large markets. Strategic investment portfolio repositioning and owned distribution expansion improve profit margins and earnings stability, enhancing shareholder value and capital efficiency.
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US$37.43
FV
8.2% undervalued
intrinsic discount
4.69%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
4 months ago
author updated this narrative
State Street
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Alpha Infrastructure Expansion Will Secure Future Benefits
Key Takeaways Expanding Alpha infrastructure could boost long-term revenue, but installation complexity may impact net income if market acceptance is limited. Sensitivity to non-U.S. currency interest rates poses risks to earnings growth, potentially leading to forecast downgrades amid unfavorable international conditions.
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US$90.60
FV
27.2% overvalued
intrinsic discount
3.14%
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
4 months ago
author updated this narrative
Howmet Aerospace
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Narrow-Body Production Concerns Will Linger As Capacity Expansion Supports Resilience
Key Takeaways Potential production challenges and uncertain narrow-body aircraft demand could impact revenue and operating margins, reflecting conservative growth forecasts. Increased capital expenditure and headcount growth could strain cash flows and net margins, with liquidity pressured by share buybacks and dividend commitments.
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US$121.54
FV
44.9% overvalued
intrinsic discount
7.27%
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
4 months ago
author updated this narrative
Rent the Runway
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Subscription Improvements And Cash Flow Breakeven Will Shape Future Success
Key Takeaways Rent the Runway aims for cash flow breakeven and enhanced margins by focusing on subscriber growth, marketing efficiency, and inventory expansion. Technological upgrades and high-demand brand offerings are projected to drive revenue growth by improving customer satisfaction and loyalty.
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US$40.00
FV
86.0% undervalued
intrinsic discount
1.72%
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
5 months ago
author updated this narrative
Ares Management
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
GCP Integration Will Pressure Margins While Expansion Will Offer Upside
Key Takeaways Rising general and administrative expenses could pressure net margins as Ares scales operations, facing higher costs in leases and distribution fees. Competitive pressures and macroeconomic shifts may impact Ares’ revenue growth, as interest rate concerns and unmet fundraising goals loom.
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US$138.67
FV
30.0% overvalued
intrinsic discount
18.66%
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
5 months ago
author updated this narrative
Logility Supply Chain Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Rebranding And AI Platforms Like Lea Will Improve Operational Efficiency
Key Takeaways Streamlined focus through rebranding and subscription models suggests improved operational efficiency and margin growth, attracting new and expanding existing customer capabilities. Significant contracts and large transactions in the pipeline indicate potential for immediate and long-term revenue growth and enhanced earnings.
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US$13.91
FV
0.07% undervalued
intrinsic discount
3.29%
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
5 months ago
author updated this narrative
Citigroup
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
$20 Billion Share Buyback And Organizational Simplification Will Improve Efficiency
Key Takeaways Citigroup's focus on simplification and automation aims to reduce expenses and improve efficiency, enhancing margins and returns. Share buybacks and expansion in wealth management signal revenue growth and increased shareholder returns.
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US$75.85
FV
27.7% overvalued
intrinsic discount
5.82%
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
5 months ago
author updated this narrative
Aquis Exchange
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Margins Expected To Decline, But Consolidated Tape May Bring Future Opportunities
Key Takeaways Strong growth in Aquis Technologies highlights potential increased revenue from national exchanges and central banks. Investments and cloud technology adoption position Aquis Exchange to expand its market share and enhance revenue.
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UK£5.05
FV
43.6% overvalued
intrinsic discount
13.48%
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
5 months ago
author updated this narrative
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