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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
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
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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.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
4
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Singapore Airlines
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Delivery Delays Of Boeing 777 Will Limit Capacity And Compress Future Margins
Key Takeaways Boeing 777 delivery delays hinder capacity expansion, impacting growth plans and future revenue potential. Rising competition and nonfuel costs squeeze margins, pressuring pricing strategy and earnings sustainability.
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S$6.39
FV
3.6% overvalued
intrinsic discount
1.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
50
users have followed this narrative
6 days ago
author updated this narrative
MTU Aero Engines
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Robust Global Air Travel Demand Will Expand Engine Programs
Key Takeaways Strong demand for fuel-efficient engines and expanding aftermarket services drive recurring revenue, while MTU's technological leadership secures future growth opportunities. Diversification across commercial, military, and strategic partnerships enhances stability and positions the company for resilient margins despite geopolitical and regulatory uncertainties.
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€394.75
FV
2.6% undervalued
intrinsic discount
9.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
6 days ago
author updated this narrative
EDP
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Modernizing Electricity Networks And Renewable Integration Will Foster Future Prosperity
Key Takeaways Anticipated growth in electricity networks and the Brazilian sector could drive future revenue and improve net margins. EDP's cost-cutting and strategic initiatives aim to boost EPS, financial resilience, and operational efficiency.
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€4.22
FV
9.2% undervalued
intrinsic discount
-0.81%
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
Hindalco Industries
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Rising Regulatory And Cost Pressures Will Diminish Valuation
Key Takeaways Heightened regulatory, energy, and trade pressures threaten profitability and create volatility, while heavy spending on expansion risks overextension amid uncertain global demand. Shifts toward recycling, changing material preferences, and technological advances may limit long-term primary metal demand, potentially constraining growth and earnings.
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₹746.89
FV
5.6% undervalued
intrinsic discount
3.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
6 days ago
author updated this narrative
PACCAR
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Rising Tariffs And Regulatory Pressures Will Compromise Long-Term Competitiveness
Key Takeaways Slow adaptation to electric and autonomous technologies, along with reliance on traditional markets, risks PACCAR falling behind more innovative rivals and suffering unpredictable earnings. Ongoing supply chain disruptions and shifting freight industry dynamics threaten PACCAR's margins, weaken global competitiveness, and could compress its long-term growth prospects.
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US$86.00
FV
16.9% overvalued
intrinsic discount
-2.46%
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
Nomura Research Institute
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
International Expansion Will Secure Future Revenue Stability
Key Takeaways Strategic international expansion in Vietnam and the U.S. suggests potential for increased revenue and profit from diversified markets. Upward profit forecasts in multiple business units indicate a positive future outlook for earnings and profitability.
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JP¥5.95k
FV
1.1% undervalued
intrinsic discount
5.69%
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
Symrise
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Latin America And Asia Pacific Expansion Will Fuel Industry Transformation
Key Takeaways Operational efficiency initiatives, portfolio optimization, and disciplined cost controls are driving lasting margin improvement, free cash flow, and overall earnings quality. Focus on R&D, natural ingredient innovation, and emerging market expansion positions Symrise for premium pricing and resilient, above-market long-term growth.
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€109.55
FV
25.0% undervalued
intrinsic discount
4.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
lululemon athletica
AN
AnalystLowTarget
Consensus Narrative from 30 Analysts
US Market Adaptation And Cost Controls Will Build Resilience
Key Takeaways Rising operational costs and macroeconomic challenges are constraining gross and net margins, affecting revenue growth projections. Strategic investments in marketing elevate spending, with increased SG&A rates impacting financial leverage.
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US$155.00
FV
30.6% overvalued
intrinsic discount
4.13%
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
Marvell Technology
AN
AnalystLowTarget
Consensus Narrative from 38 Analysts
AI And Custom Silicon Programs Will Empower Data Center Evolution
Key Takeaways Heavy reliance on AI and custom silicon growth may not meet expectations due to market competition and saturation, affecting revenue. Negative margins and limited visibility into non-GAAP targets may undermine earnings and investor confidence, despite strong cash flows.
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US$64.31
FV
13.4% overvalued
intrinsic discount
19.08%
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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