← Analyst Upside
AU · rank #19 · 2026-07-27
BN
PARIS · EUR · $51.25B (USD)
SignalBuy1.4strength 1.4 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.412 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $79.68 | +13.8% |
| Momentum acceleration 3-month minus 12-month momentum. | +5.43% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.86 |
| Gross margin TTM | +50.6% |
| 52w high | $77.37 |
| Market cap (USD) | $51.25B |
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 consumer defensive company focused on Essential Dairy & Plant-based products, Specialized Nutrition, and Waters [1, 2].
Rationale
High analyst revision agreement of 75% and positive near-term momentum ahead of the July 29, 2026 H1 earnings release validate the model's 13.8% upside target [1].
Material risks
- 1Reputational damage and potential regulatory liabilities arising from the infant milk formula recall in Specialized Nutrition [1, 3].
- 2Ongoing translation headwinds from euro strength and regional geopolitical shocks in the Middle East that continue to depress reported revenue growth [1].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.
OpenAI
Proceed
Claude
Caution
Gemini
Proceed