AU · rank #17 · 2026-07-21
PLNW
PARIS · EUR · $1.63B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.209 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 4 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $22.67 | +8.7% |
| Momentum acceleration 3-month minus 12-month momentum. | +14.51% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.44 |
| Gross margin TTM | +73.8% |
| 52w high | $23.61 |
| Market cap (USD) | $1.63B |
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 is a Paris-listed AI-powered B2B SaaS provider of enterprise project and portfolio management software serving ~500–600 large regulated-industry clients including Airbus, Ford, and GE.
Rationale
100% analyst revision agreement across all 6 covering analysts, combined with accelerating momentum (+14.5%) and a 73.8% gross margin, validates the analyst_upside signal as reflecting genuine fundamental re-rating rather than noise.
Material risks
- 1Analyst target dispersion of 61.8% on a 6-analyst coverage base signals wide disagreement on terminal value, meaning the 8.7% consensus upside could mask a skewed distribution where bear cases are materially lower.
- 2Microsoft Project PPM and Planview are deeply resourced incumbents that could compress Planisware's pricing power in the mid-market as AI-native PPM tools commoditize workflow automation, threatening the 37% EBITDA margin target.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.