AU · rank #11 · 2026-07-21
ARCAD
AMSTERDAM · EUR · $3.36B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.696 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 3 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $44.27 | +27.6% |
| Momentum acceleration 3-month minus 12-month momentum. | +15.61% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.44 |
| Gross margin TTM | +17.0% |
| 52w high | $49.73 |
| Market cap (USD) | $3.36B |
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 N.V. is a global design and engineering consultancy delivering sustainable solutions for natural and built assets, supported by a growing €3.8 billion order backlog.
Rationale
The model's 27.6% analyst upside and positive 30-day revision momentum are validated by strong Q1 2026 order intake of €1.1 billion (1.19x book-to-bill) and high-value contract wins in data centers and pharma.
Material risks
- 1Execution risk on rightsizing and cost-out initiatives failing to offset structural weakness and margin pressure in the Places and property & investment divisions.
- 2Revenue delays or slower-than-expected ramps of concentrated, large-scale UK data center and US pharma projects crucial for second-half 2026 growth.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.