AU · rank #16 · 2026-07-27
RXL
PARIS · EUR · $12.67B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.559 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.11 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $40.02 | +6.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +1.57% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.92 |
| Gross margin TTM | +25.1% |
| 52w high | $39.80 |
| Market cap (USD) | $12.67B |
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. (RXL@PARIS) is a global electrical equipment and energy-solution distributor with growing digital sales and exposure to data centers, broadband/infrastructure and energy-transition demand.
Rationale
The signal is reinforced by broad analyst support and improving fundamentals—positive EPS revisions over 7/30/60/90 days, high revision agreement, and a 6.3% analyst upside that matches the company’s reiterated 2026 growth and margin guidance after a solid Q1.
Material risks
- 1The core thesis can break if North American data-center and infrastructure demand slows or customers shift more spend to direct/manufacturer channels, removing the current price-and-volume support.
- 2Rexel remains a cyclical, competitively fragmented distributor, so weaker construction/industrial capex or copper-driven pricing normalization could pressure margins and dilute the recent revision momentum.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.