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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
32
users have followed this narrative
6 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
6.7% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
11
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.
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1
users have liked this narrative
1
users have commented on this narrative
29
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
53.6% 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
users have followed this narrative
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Kiniksa Pharmaceuticals International
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Reliance On Flagship Therapy Will Intensify Competition But Spur Optimism
Key Takeaways Heavy dependence on a single flagship therapy heightens risk from competition and market shifts before pipeline diversification is achieved. Increasing payer scrutiny and regulatory hurdles threaten margins, pricing power, and timely realization of pipeline commercial value.
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US$38.00
FV
11.7% undervalued
intrinsic discount
20.82%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
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Venus Pipes and Tubes
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Clean Energy And Global Infrastructure Will Fuel Lasting Market Leadership
Key Takeaways Venus is poised for faster-than-expected growth and improved margins due to capacity expansion, value-added products, and strong export-driven demand in key markets. Unique product offerings, automation, and global certifications position Venus to outperform peers in premium segments, cost efficiency, and long-term earnings quality.
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₹2.43k
FV
47.7% undervalued
intrinsic discount
31.00%
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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GoodRx Holdings
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Digital Transformation And Aging Trends Will Expand Affordable Prescription Access
Key Takeaways Deeper integration into pharmacy systems and expanded direct-to-consumer offerings are expected to drive higher user retention, transaction frequency, and operating leverage. Rapid growth in the subscription market and unique pharmacy partnerships position GoodRx for outsized revenue and margin expansion with recurring and defensible income streams.
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US$7.00
FV
38.1% undervalued
intrinsic discount
7.13%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
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Tidewater Renewables
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Electrification And Overcapacity Will Erode Margins Even As British Columbia Rules Cushion Declines
Key Takeaways Accelerating electrification and emerging battery technologies threaten core demand, while global competition and regulatory changes heighten operational and revenue risks. Industry overcapacity and concentrated contract reliance may trigger margin erosion, underutilization, and instability in servicing growing debt.
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CA$3.50
FV
1.4% overvalued
intrinsic discount
22.45%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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Fasadgruppen Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Cost Savings Of SEK 20 Million Will Improve Operational Efficiency
Key Takeaways Successful integration and strategic acquisitions enhance future revenue growth prospects, improve margins, and position Fasadgruppen well in professional markets. Focus on deleveraging and operational efficiency should strengthen the financial structure and improve profitability metrics.
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SEK 48.00
FV
27.3% undervalued
intrinsic discount
8.46%
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
Updated
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Paysafe
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Digital Payments Surge Will Expand E-commerce And iGaming Markets
Key Takeaways Strong digital wallet adoption and enterprise deal momentum position Paysafe for revenue and margin growth surpassing current market expectations. Expanded sales operations and effective partner integration drive enhanced customer acquisition, operating leverage, and potential for long-term market share gains.
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US$22.00
FV
36.6% undervalued
intrinsic discount
5.21%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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Iovance Biotherapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Oncology Expansion And Global Approvals Will Unlock Future Markets
Key Takeaways Expanded distribution and positive clinical data are set to boost adoption of Amtagvi and strengthen revenue growth in oncology markets. Operational streamlining, new pipeline advancements, and global expansion efforts are expected to improve profitability and diversify long-term earnings.
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US$9.10
FV
73.1% undervalued
intrinsic discount
45.56%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
60
users have followed this narrative
Updated
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Cogna Educação
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Learning In Brazil Will Shape Future Opportunities Despite Challenges
Key Takeaways Digital adoption, technology investments, and an asset-light strategy are strengthening margins, scalability, and long-term free cash flow generation. Socioeconomic tailwinds, favorable regulation, and financial discipline support enrollment, revenue growth, and increased market share.
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R$3.29
FV
11.6% undervalued
intrinsic discount
6.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
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Delcath Systems
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
HEPZATO Kit Use And Emerging Markets Will Widen Oncology Reach
Key Takeaways Rapid expansion of treatment centers and improved access programs are expected to drive substantial revenue growth and greater institutional adoption. Leadership in targeted cancer therapies and self-funded innovation positions the company for sustainable margin gains and enlarged market share globally.
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US$30.83
FV
63.9% undervalued
intrinsic discount
49.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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