AU · rank #16 · 2026-09-04
WKL
AMSTERDAM · EUR · $18.28B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.773 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | -$0.03 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 8 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $89.03 | +26.1% |
| Momentum acceleration 3-month minus 12-month momentum. | +19.31% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.27 |
| Gross margin TTM | +74.1% |
| 52w high | $112.73 |
| Market cap (USD) | $18.28B |
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
Wolters Kluwer N.V. is a global provider of professional information, software, and services for regulated industries, actively transitioning from legacy print to high-margin, cloud-based expert solutions.
Rationale
Strong H1 2026 results featuring 14% constant-currency EPS growth and a 100 bps margin expansion validate the quant signal's 26.1% analyst upside and 90% revision agreement [RECENT_DEVELOPMENTS].
Material risks
- 1Large enterprise customers adopting generic AI and analytics tools could build substitute capabilities in-house, displacing the company's specialized expert platforms [TOP_RISKS].
- 2Continued depreciation of the U.S. dollar against the euro could generate ongoing currency translation headwinds that drag on reported revenue and earnings growth [TOP_RISKS].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.