AU · rank #15 · 2026-07-20
BN
PARIS · EUR · $53.60B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.444 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.03 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $80.50 | +10.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +11.04% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.86 |
| Gross margin TTM | +50.6% |
| 52w high | $77.37 |
| Market cap (USD) | $53.60B |
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
Danone SA is a global branded packaged-foods and nutrition company with dairy, plant-based, specialized nutrition and waters exposure across EMEA, the Americas and APAC.
Rationale
The stock screens well for analyst_upside because consensus appears to be turning more constructive, with positive 30d EPS revisions, 6 net upward revisions, 75% revision agreement, and about 10.3% implied analyst upside.
Material risks
- 1The European infant formula recall could impair Specialized Nutrition volumes and brand trust, creating a real earnings overhang if regulatory fallout broadens.
- 2Currency drag and Middle East/Iran supply-chain disruptions can offset underlying growth and limit follow-through on the current revision trend.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.