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Knightscope
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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
17
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
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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Chewy
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Flat Pet Adoption Trends And High Costs Will Hamper Prospects
Key Takeaways Low active customer growth forecast may limit revenue expansion and underscore potential challenges in attracting significant new users. Substantial marketing investments and flat pet adoption trends may pressure earnings and top-line growth, particularly if customer acquisition remains stagnant.
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US$36.68
FV
8.4% overvalued
intrinsic discount
6.53%
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
Incyte
AN
AnalystLowTarget
Consensus Narrative from 23 Analysts
Future Revenues Will Decline As Regulatory And Competition Pressures Mount
Key Takeaways Reliance on a single key product and slow diversification expose the company to major sales and profitability risks amid biosimilar competition and patent expiries. Increasing regulatory, pricing, and competitive pressures, along with diminishing R&D productivity, threaten both revenue growth and profit margins over the long term.
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US$60.00
FV
41.3% overvalued
intrinsic discount
5.51%
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
Permian Resources
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Dwindling Oil Demand And Rising Costs Will Squeeze Value
Key Takeaways Energy transition trends, regulatory pressures, and ESG mandates threaten long-term demand, capital access, and valuation, putting future margins at risk. Rising leverage, cost inflation, and declining asset quality could increase operational risks and limit sustainable growth and profitability for Permian Resources.
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US$14.21
FV
0.4% undervalued
intrinsic discount
2.91%
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
AES
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Growing Cost Pressures Will Strain Renewables Despite Strong Backlog
Key Takeaways Elevated financing costs, political uncertainty, and shifting incentives threaten AES's profitability, asset value, and revenue stability. Rising competition, supply chain disruptions, and global economic risks put pressure on project returns and hamper long-term growth prospects.
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US$5.72
FV
136.0% overvalued
intrinsic discount
-3.51%
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
CarMax
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Loss Provisions And Tariffs Will Squeeze Margins Yet Spur Efficiency
Key Takeaways Increased loan provisioning and potential new car tariffs could strain net margins and impact revenue less favorably than anticipated. Heavy omnichannel investment and macroeconomic uncertainties may lead to slower revenue growth and unachieved market share targets, impacting stock valuation negatively.
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US$52.00
FV
15.1% overvalued
intrinsic discount
-0.47%
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
RenaissanceRe Holdings
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Rising Catastrophes And Intensifying Competition Will Undercut Reinsurance Portfolios
Key Takeaways Heavier exposure to natural catastrophes and property risks increases vulnerability to large losses, pressuring capital adequacy and earnings as events grow costlier and less predictable. Competition, disruption, and integration challenges threaten pricing power, margins, and revenue, while industry changes risk eroding core product demand and driving up compliance costs.
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US$237.00
FV
3.6% overvalued
intrinsic discount
-8.86%
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
monday.com
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
Margin And SaaS Rivalry Will Constrain Value Yet Uncover Upside
Key Takeaways Strong demand and innovation support growth, but extended sales cycles and heavy investment may hinder profitability in a competitive SaaS market. Rising competition, pricing pressures, and regulatory costs threaten revenue, customer retention, and expansion into new markets and industries.
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US$215.00
FV
18.4% undervalued
intrinsic discount
20.61%
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
Turkiye Garanti Bankasi
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Transformation And Sustainable Finance Will Secure Future Leadership
Key Takeaways Ongoing digitalization and retail loan growth are boosting efficiency, customer engagement, and future revenue opportunities across an expanding market. Strong fee income, prudent balance sheet management, and a focus on sustainable finance enhance earnings quality and defend profitability in changing conditions.
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₺163.88
FV
9.2% undervalued
intrinsic discount
30.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
6 days ago
author updated this narrative
Continental
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Autonomous Driving And Smart Systems Will Shape Automotive Future
Key Takeaways Expansion in advanced automotive technologies and digital mobility solutions is strengthening Continental's order pipeline and driving higher-margin, recurring revenue opportunities. Strategic cost optimization and effective market positioning are boosting profitability and setting the stage for sustainable long-term growth.
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€82.15
FV
6.5% undervalued
intrinsic discount
1.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
6 days ago
author updated this narrative
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