AU · rank #18 · 2026-07-20
PLNW
PARIS · EUR · $1.64B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.169 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 4 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $22.67 | +9.5% |
| Momentum acceleration 3-month minus 12-month momentum. | +13.24% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.44 |
| Gross margin TTM | +73.8% |
| 52w high | $23.61 |
| Market cap (USD) | $1.64B |
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
Planisware SAS (PLNW@PARIS) is a B2B enterprise software vendor for AI-enabled project and portfolio management, with a subscription-led model and high recurring revenue visibility.
Rationale
The stock screens well for analyst_upside because recent EPS revisions are positive and unanimous, the consensus target implies ~9.5% upside, and FY2025 results confirmed profitable growth, strong margins, and net cash.
Material risks
- 1The main thesis risk is competitive commoditization from larger PPM/work-management platforms such as ServiceNow, Planview, Smartsheet, and Wrike, which could pressure pricing and new-logo growth.
- 2Analyst support is still based on a small six-broker set with wide target dispersion, so upside could prove fragile if revisions stall or execution slows in APAC and other international markets.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.