AU · rank #17 · 2026-07-24
RXL
PARIS · EUR · $12.64B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.477 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.10 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $40.02 | +6.6% |
| Momentum acceleration 3-month minus 12-month momentum. | -1.23% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.92 |
| Gross margin TTM | +25.1% |
| 52w high | $39.80 |
| Market cap (USD) | $12.64B |
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
Rexel S.A. is a global distributor of electrical equipment and energy solutions with a strong digital footprint and strategic exposure to the North American data center and infrastructure markets.
Rationale
A broad geographic return to growth in Q1 2026, driven by North American data centers, validates the quant signal's strong 10.3% EPS upgrades and 87.5% analyst revision agreement.
Material risks
- 1Project delays or a sudden slowdown in hyperscale data center or broadband infrastructure spending would stall the key growth engine driving these analyst upgrades.
- 2Intense competition from large distributors like Sonepar or direct manufacturer channels could erode margins and threaten market share.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.