← Analyst Upside
AU · rank #11 · 2026-07-23
ARCAD
AMSTERDAM · EUR · $3.45B (USD)
SignalBuy3.8strength 3.8 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.982 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 3 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $44.27 | +25.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +20.13% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.44 |
| Gross margin TTM | +17.0% |
| 52w high | $49.73 |
| Market cap (USD) | $3.45B |
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. provides global data-driven sustainable design, engineering, and consultancy services for natural and built assets.
Rationale
High analyst upside of 25.3% and positive revision momentum are backed by a strong Q1 2026 rebound, producing a 1.19x book-to-bill and a growing €3.8 billion backlog.
Material risks
- 1Cost-out and rightsizing initiatives fail to offset margin drag and structural weakness in the Places and property investment businesses.
- 2Slower-than-expected ramp-ups or delays in high-concentration UK data center and US pharma projects crucial to H2 2026 revenue generation.
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