← Analyst Upside
AU · rank #15 · 2026-07-27
DSFIR
AMSTERDAM · EUR · $22.91B (USD)
SignalBuy2.1strength 2.1 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.593 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.03 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 4 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $85.54 | +5.1% |
| Momentum acceleration 3-month minus 12-month momentum. | +34.08% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.10 |
| Gross margin TTM | +39.1% |
| 52w high | $87.68 |
| Market cap (USD) | $22.91B |
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
DSM-Firmenich AG is a specialty chemicals company that innovates, manufactures, and combines nutrients, flavors, and fragrances for the nutrition, health, and beauty markets.
Rationale
Strong revision momentum with 75% analyst agreement and a 34% acceleration in price momentum is validated by a Q1 2026 volume-led sales beat.
Material risks
- 1Pullback in Q2 volumes during the H1 earnings report due to fine fragrance customers pulling forward demand into Q1.
- 2Profitability compression from elevated freight and energy costs linked to Middle East tensions and negative foreign exchange headwinds.
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