AU · rank #3 · 2026-09-04
VH2
XETRA · EUR · $1.61B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.726 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.54 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $90.75 | +28.8% |
| Momentum acceleration 3-month minus 12-month momentum. | +21.28% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.00 |
| Gross margin TTM | +56.1% |
| 52w high | $107.36 |
| Market cap (USD) | $1.61B |
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
Friedrich Vorwerk Group SE is a German provider of energy infrastructure solutions for gas, electricity, and hydrogen, covering pipelines, grid connections, and electrolysis plants.
Rationale
Strong upward EPS revisions and a 28.8% analyst upside are fundamentally validated by a sharp 2024 profitability turnaround, with EBITDA margins rising to 16.2% and a €1.19 billion order backlog.
Material risks
- 1Extreme project concentration, particularly on the €600 million A-Nord project, making earnings highly sensitive to single-project delays, contract disputes, or margin compression.
- 2Heavy reliance on timely regulatory support and government execution timelines for the German hydrogen core grid and EU IPCEI "Hy2Infra" projects to drive future pipeline demand.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.