AU · rank #19 · 2026-07-21
MRN
PARIS · EUR · $987M (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.093 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.09 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $41.80 | +17.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +13.96% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.20 |
| Gross margin TTM | +29.6% |
| 52w high | $44.38 |
| Market cap (USD) | $987M |
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 small-cap French industrials group supplying electrical protection and advanced materials for electrification, grid, aerospace and data-center end markets.
Rationale
The stock screens well for analyst_upside because estimates have been revised up over 30 days, consensus target upside is 17.3%, and recent Q1 2026 trading showed 3.1% organic growth with management reaffirming full-year guidance.
Material risks
- 1The biggest thesis risk is cyclical demand and FX exposure, with 2025 organic sales down 3.2% and Q1 2026 still hit by a €17m negative currency impact.
- 2The analyst setup is relatively thin and noisy, with only 5 analysts and 57.4% target dispersion, which can make the upside signal unstable.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.