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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
6
users have liked this narrative
1
users have commented on this narrative
23
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
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
1
users have commented on this narrative
24
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
1
users have commented on this narrative
5
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MarineMax
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Economic Recovery Will Revitalize Boating And Marina Services
Key Takeaways Diversification into service businesses and digital capabilities is expected to stabilize earnings, boost margins, and support future revenue growth. Strong latent demand and industry inventory adjustments position the company for a sharp rebound in sales and margin expansion as economic conditions improve.
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US$29.17
FV
5.5% undervalued
intrinsic discount
2.77%
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
Pegasystems
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Digital Transformation Will Ignite AI Cloud Potential
Key Takeaways Accelerated adoption of AI-driven Blueprint and partner collaborations position Pega for rapid revenue and contract expansion, surpassing industry growth expectations. Cloud migration, unique low-code solutions, and strategic expansion into public sector and partner channels drive margin improvement, client retention, and long-term market reach.
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US$78.00
FV
32.9% undervalued
intrinsic discount
6.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
6 days ago
author updated this narrative
Signify
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
LED Saturation And Circular Shifts Will Erode Valuation
Key Takeaways Sustainability initiatives and longer product lifespans are reducing demand for new lighting products, negatively affecting Signify's core revenue growth prospects. Margin pressure, market saturation, and rising operational complexity constrain earnings growth, while reliance on volatile or lower-margin markets increases business risk.
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€17.20
FV
34.9% overvalued
intrinsic discount
-1.50%
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
Jumbo Interactive
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digital Penetration And Cashless Trends Will Expand Lottery Markets
Key Takeaways The success of loyalty initiatives and investments in proprietary tech are rapidly boosting margins, revenue scalability, and customer engagement beyond analyst expectations. Strategic expansion and alignment with digital fundraising trends position the company for accelerated market share growth, diversified earnings, and increased downside protection.
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AU$14.60
FV
22.3% undervalued
intrinsic discount
9.22%
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
Byrna Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Amazon, Compact Launcher And Sportsman's Warehouse Will Expand US Operations
Key Takeaways Expanding online sales channels and introducing higher margin products aim to capture new markets and improve revenue and gross margins. Partnerships and strategic U.S. sourcing are designed to enhance customer engagement, reduce costs, and stabilize supply chains, improving overall margins.
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US$38.50
FV
48.4% undervalued
intrinsic discount
24.13%
Revenue growth p.a.
Set Fair Value
1
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
Strike Energy
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Decarbonization Trends Will Curtail Gas Role Yet Spur Modest Resilience
Key Takeaways Future growth faces significant risks from stricter climate policies and accelerating renewable energy advancements, potentially capping revenue and reducing gas market relevance. High project costs, regulatory challenges, and concentrated asset risk threaten sustained earnings, stable production, and access to necessary capital.
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AU$0.16
FV
25.0% undervalued
intrinsic discount
33.41%
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
MSA Safety
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Connected Safety And European Expansion Will Strengthen Future Position
Key Takeaways Strong adoption of advanced safety technologies and strategic acquisitions are expanding MSA's market reach, product portfolio, and potential for sustained earnings growth. Ongoing innovation, targeted pricing, and operational initiatives are enhancing margins and offsetting external challenges, supporting resilient profitability in core safety markets.
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US$191.80
FV
11.3% undervalued
intrinsic discount
5.19%
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
Petroreconcavo
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Growing Renewables Will Undermine Brazil Oil Fields Despite Operational Discipline
Key Takeaways Structural shifts toward renewables and stricter ESG mandates threaten Petroreconcavo's long-term market, revenue growth, and access to capital. Heavy reliance on mature fields and competitive, costly acquisitions may hinder sustained production and pressure future margins and returns.
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R$14.50
FV
11.5% undervalued
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
US Foods Holding
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Automation And Sustainable Sourcing Will Redefine Away Dining
Key Takeaways Technological investments and private label focus are boosting efficiency, margins, and profitability, positioning the company for sustained long-term gains. Growing demand for sustainability and specialized delivery solutions supports ongoing revenue growth and enables market share capture from smaller competitors.
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US$90.86
FV
14.4% undervalued
intrinsic discount
5.32%
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
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