AU · rank #19 · 2026-07-20
MRN
PARIS · EUR · $989M (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.136 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.09 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $41.80 | +17.5% |
| Momentum acceleration 3-month minus 12-month momentum. | +15.67% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.20 |
| Gross margin TTM | +29.6% |
| 52w high | $44.38 |
| Market cap (USD) | $989M |
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
Mersen SA is a global industrial specialist in electrical power and advanced materials, supplying critical components for electrical protection, power management, and grid-efficiency applications [1].
Rationale
Robust Q1 2026 organic growth of 8.7% in the Electrical Power segment and doubling data-center sales support the model's positive 30-day EPS revisions and 17.5% analyst upside signal [1].
Material risks
- 1Technology-path and execution risk within its advanced materials segment, exemplified by the €37 million asset impairment on the p-SiC project in 2025 [1].
- 2Susceptibility to significant foreign exchange volatility, as demonstrated by the €17 million negative currency headwind in Q1 2026 [1].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.