AU · rank #20 · 2026-07-23
PLNW
PARIS · EUR · $1.59B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.210 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 4 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $22.67 | +13.1% |
| Momentum acceleration 3-month minus 12-month momentum. | +12.20% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | — |
| Gross margin TTM | +73.8% |
| 52w high | $23.61 |
| Market cap (USD) | $1.59B |
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 SAS is a French B2B provider of SaaS-based project and portfolio management (PPM) software designed to support strategic planning, budgeting, and resource allocation for complex enterprise operations.
Rationale
The quant signal's strong analyst upside and unanimous 100% upward revision agreement are validated by Planisware's successful SaaS transition, where 20.5% SaaS revenue growth in Q1 2026 supports consistent upward estimate adjustments ahead of the July 30, 2026 earnings catalyst.
Material risks
- 1A faster-than-expected decline in legacy perpetual license revenue—which fell 49.1% in Q1 2026—could temporarily outpace SaaS gains and lead to a top-line revenue miss.
- 2Execution and integration friction in newly targeted geographic markets like Italy and the DACH region could derail FY2026 revenue guidance and disappoint high analyst expectations.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.