← Analyst Upside
AU · rank #14 · 2026-07-22
S92
XETRA · EUR · $2.39B (USD)
SignalBuy2.2strength 2.2 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.517 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.48 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 3 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $63.00 | +4.1% |
| Momentum acceleration 3-month minus 12-month momentum. | -28.82% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.40 |
| Gross margin TTM | +8.6% |
| 52w high | $70.70 |
| Market cap (USD) | $2.39B |
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
SMA Solar Technology AG is a German manufacturer of solar inverters and energy management systems operating across residential, commercial, and utility-scale solar sectors.
Rationale
The 100% agreement on upward 30-day EPS revisions is fundamentally validated by SMA raising its full-year 2026 guidance in May 2026 on the back of improving business momentum.
Material risks
- 1Structural pricing pressure and muted demand in the Home and C&I segments risk offsetting growth in the Large Scale division and keeping TTM gross margins depressed at 8.6%.
- 2Low aggregate analyst upside of 4.1% combined with a high target dispersion of 69.0% indicates significant underlying uncertainty regarding the success of the ongoing restructuring program.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.
OpenAI
Proceed
Claude
Caution
Gemini
Proceed