← Analyst Upside
AU · rank #9 · 2026-09-07
DFIN
NYSE · $1.25B (USD)
SignalStrong Buy4.1strength 4.1 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.549 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.20 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 3 |
| Insider signal (90d) $999,990 across 1 unique buyers. | 3.000 |
| Analyst upside Consensus target $64.00 | +25.7% |
| Momentum acceleration 3-month minus 12-month momentum. | +38.37% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.33 |
| Gross margin TTM | +64.2% |
| 52w high | $57.18 |
| Market cap (USD) | $1.25B |
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
Donnelley Financial Solutions provides global regulatory compliance software and tech-enabled filing services, transition-focused on shifting legacy print revenue to high-margin SaaS platforms.
Rationale
A strong Q2 2026 earnings beat and 100% revision agreement support the 25.7% analyst upside signal, backed by record EBITDA margins of 36.7%.
Material risks
- 1The SEC's electronic delivery proposal could drastically accelerate the decline of legacy print and distribution revenues before SaaS platforms can fully offset the volume drop.
- 2Software performance is highly dependent on cyclical capital-markets transactions and fund-formation activity, which dictate volumes for Venue virtual data rooms.
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