Analyst Upside

AU · rank #2 · 2026-07-23

DOM

GPW · PLN · $1.77B (USD)

SignalStrong Buy9.6strength 9.6 / 10
verdict · PROCEED

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Composite score
Z-score blend of all factors below.
1.415
EPS revisions (30d)
Change in consensus EPS estimate over the past 30 days ($/share).
+$0.96
Net revisions (30d)
Number of analysts revising upward minus downward.
1
Insider signal (90d)
Analyst upside
Consensus target $290.91
+11.9%
Momentum acceleration
3-month minus 12-month momentum.
+1.05%
Analyst rating
5 = Strong Buy, 1 = Strong Sell.
4.43
Gross margin TTM+33.7%
52w high$276.63
Market cap (USD)$1.77B

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

Dom Development is Poland's leading multi-city residential developer, selling and delivering over 1,000 units per quarter across Warsaw, Tri-City, Wrocław and Kraków.

Rationale

100% analyst revision agreement, a 4.43/5 rating, and EPS upgrades compounding across 7-, 30-, 60-, and 90-day windows all confirm a coherent, broad-based positive re-rating thesis with ~12% price upside still on the table.

Material risks

  • 1Gross margin has already compressed ~300bps y/y to ~31% in Q1 2026 despite record volumes, signalling that construction cost inflation is eroding the earnings quality underpinning the upgrade cycle and could trigger reversals if Q2 margins disappoint.
  • 2The analyst universe is only four names deep, making the 100% revision agreement and 18.9% target dispersion fragile — a single downgrade or target cut would materially shift the quant signal that drives this screen.

AI verdict council

Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.

OpenAI
Proceed
Claude
Proceed
Gemini
Proceed