← Analyst Upside
AU · rank #5 · 2026-09-04
ALE
GPW · PLN · $12.07B (USD)
SignalStrong Buy1.2strength 1.2 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | -0.397 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $45.20 | +0.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +21.02% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.21 |
| Gross margin TTM | +34.2% |
| 52w high | $47.64 |
| Market cap (USD) | $12.07B |
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
Allegro.eu S.A. operates the dominant online marketplace in Poland and expanding third-party e-commerce platforms in the Czech Republic, Slovakia, and Hungary.
Rationale
Accelerating preliminary Q2 2026 operational figures, including 14.4% Group GMV and 16.9% adjusted EBITDA growth, support positive 30-day EPS revisions and a 25.4% analyst upside projection.
Material risks
- 1High execution and investment costs in the rapidly expanding international segment could drag on group margins and worsen the high 55.3% analyst target dispersion.
- 2Extreme historical earnings volatility, marked by a -60.6% earnings surprise last quarter, threatens the thesis if the final Q2 report on September 17, 2026, disappoints.
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