Analyst Upside

AU · rank #13 · 2026-07-20

ARCAD

AMSTERDAM · EUR · $3.37B (USD)

SignalBuy2.9strength 2.9 / 10
verdict · PROCEED

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Composite score
Z-score blend of all factors below.
0.745
EPS revisions (30d)
Change in consensus EPS estimate over the past 30 days ($/share).
+$0.00
Net revisions (30d)
Number of analysts revising upward minus downward.
3
Insider signal (90d)
Analyst upside
Consensus target $44.64
+28.8%
Momentum acceleration
3-month minus 12-month momentum.
+14.15%
Analyst rating
5 = Strong Buy, 1 = Strong Sell.
4.50
Gross margin TTM+17.0%
52w high$49.73
Market cap (USD)$3.37B

The AI research card

Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.

Summary

Arcadis is a global engineering and consultancy firm specializing in water, environment, buildings, and infrastructure design services, listed in Amsterdam.

Rationale

A 28.8% analyst upside with a 4.5/5 internal rating, 71% revision agreement, and positive 30/60-day EPS revisions suggest a genuine re-rating catalyst as margin recovery from cost-out actions gains analyst recognition.

Material risks

  • 1The 90-day EPS revision is negative (-$0.0167), signaling that the near-term upgrade momentum may be partially reversing and the consensus lift is not yet durable.
  • 2High target price dispersion (28.8%) across only 9 analysts reflects genuine uncertainty about the pace of organic growth recovery, given Q1 2026 organic growth was a modest 0.8%.

AI verdict council

Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.

OpenAI
Proceed
Claude
Proceed
Gemini
Error