← Analyst Upside
AU · rank #16 · 2026-07-23
BN
PARIS · EUR · $51.27B (USD)
SignalBuy1.9strength 1.9 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.457 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $79.68 | +14.0% |
| Momentum acceleration 3-month minus 12-month momentum. | +5.20% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.86 |
| Gross margin TTM | +50.6% |
| 52w high | $77.37 |
| Market cap (USD) | $51.27B |
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
Danone SA is a global consumer defensive giant specializing in dairy, plant-based products, bottled water, and specialized nutrition categories [1, 2].
Rationale
Positive revision momentum (6 net upward revisions, 75% agreement) and 14% target upside are backed by a Q1 2026 sales beat and confirmed 3% to 5% full-year like-for-like sales growth guidance [1].
Material risks
- 1Extended or recurring infant formula safety and contamination issues that trigger further European recalls and damage Specialized Nutrition brand trust [1].
- 2Volatility surrounding the imminent H1 2026 earnings release on July 29, 2026, which could be impacted by FX headwinds and Middle East supply chain disruptions [1].
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