AU · rank #18 · 2026-07-22
PLNW
PARIS · EUR · $1.58B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.340 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 4 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $22.67 | +13.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +12.62% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.44 |
| Gross margin TTM | +73.8% |
| 52w high | $23.61 |
| Market cap (USD) | $1.58B |
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 B2B SaaS provider of project and portfolio management software targeting complex-project enterprises across industries including pharma, aerospace, and energy.
Rationale
All six covering analysts revised EPS upward in unison over the past 30 days with 100% revision agreement, a 13.3% consensus upside, and accelerating price momentum (+12.6%), collectively reinforcing the analyst_upside signal as a genuine re-rating catalyst tied to the SaaS transition inflection point.
Material risks
- 1Analyst target dispersion of 61.8% on a six-analyst coverage base signals wide disagreement on terminal valuation, meaning the 13.3% consensus upside figure masks a highly skewed distribution where the low-end targets imply meaningful downside.
- 2Perpetual license revenue collapsed 49.1% in Q1 2026, and while SaaS growth is offsetting this, any deceleration in SaaS net new bookings before the transition completes would expose a near-term revenue air pocket ahead of the July 30 earnings release.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.