AU · rank #7 · 2026-07-27
AG1
XETRA · EUR · $5.97B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.478 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.03 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 3 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $31.00 | +30.4% |
| Momentum acceleration 3-month minus 12-month momentum. | +32.67% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.07 |
| Gross margin TTM | +12.0% |
| 52w high | $31.50 |
| Market cap (USD) | $5.97B |
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
AUTO1 Group (AG1) is Europe's largest digital used-car platform, operating a high-volume B2B merchant business and fast-growing Autohero online retail channel across Europe.
Rationale
Record Q1 2026 unit growth (+21.9% YoY), upward EPS revisions across 7/30/60/90-day windows with 80% analyst agreement, and 30%+ consensus upside reinforce the analyst_upside signal as grounded in accelerating fundamental momentum rather than pure sentiment rotation.
Material risks
- 1ABS-dependent funding for both inventory (€916.5M) and consumer loans (€539M) means a securitization market disruption would immediately impair AUTO1's ability to source and finance cars at scale, directly breaking the volume-growth thesis.
- 2Net income declined 12.4% YoY despite record revenues, and adjusted EBITDA margins remain razor-thin (~2.5%), leaving the equity story highly vulnerable to any cost inflation, used-car price deflation, or execution miss ahead of the July 29 Q2 print.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.