AU · rank #18 · 2026-07-24
BN
PARIS · EUR · $49.99B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.472 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $79.68 | +16.4% |
| Momentum acceleration 3-month minus 12-month momentum. | +3.59% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.86 |
| Gross margin TTM | +50.6% |
| 52w high | $77.37 |
| Market cap (USD) | $49.99B |
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 branded packaged food company with scale positions in dairy, plant-based products, water, and specialized nutrition [REVIEWS_64333678_10, REVIEWS_64333678_12].
Rationale
Positive 30-day EPS revisions and 75% revision agreement are fundamentally backed by Danone's Q1 2026 sales beat and confirmed FY26 guidance, supporting the 16.4% analyst upside target [REVIEWS_64333678_8, REVIEWS_64333678_10].
Material risks
- 1Extended safety recalls in the European infant formula segment that could severely damage brand equity and Specialized Nutrition volumes [REVIEWS_64333678_8, REVIEWS_64333678_14].
- 2Near-term catalyst volatility risk ahead of the H1 2026 earnings release scheduled for July 29, 2026 [REVIEWS_64333678_8].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.