AU · rank #13 · 2026-07-24
ARCAD
AMSTERDAM · EUR · $3.41B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.696 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 3 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $44.27 | +12.4% |
| Momentum acceleration 3-month minus 12-month momentum. | +31.25% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.44 |
| Gross margin TTM | +17.0% |
| 52w high | $49.73 |
| Market cap (USD) | $3.41B |
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. is a global provider of data-driven sustainable design, engineering, and consultancy solutions for natural and built assets, with key expertise in infrastructure, data centers, and pharmaceutical facilities.
Rationale
Positive revision momentum and a 12.4% analyst upside are supported by high revenue visibility from a growing €3.8 billion backlog and €1.1 billion in Q1 2026 order intake, particularly from multi-year data center and pharma wins.
Material risks
- 1Slower-than-expected ramp-ups or execution delays in large-scale UK data center and US pharma contracts, which are critical to driving the projected revenue growth in the second half of 2026.
- 2Failure of corporate rightsizing and cost-out initiatives to fully offset persistent margin pressure and structural weaknesses within the Places and property & investment business segments.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.