← Analyst Upside
AU · rank #4 · 2026-09-07
TWEKA
AMSTERDAM · EUR · $2.35B (USD)
SignalHold
verdict · CAUTION
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.220 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.34 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $62.79 | +23.7% |
| Momentum acceleration 3-month minus 12-month momentum. | +4.15% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.86 |
| Gross margin TTM | +50.2% |
| 52w high | $53.20 |
| Market cap (USD) | $2.35B |
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
TKH Group NV develops and integrates smart vision, manufacturing, and connectivity systems for industrial automation, energy, and infrastructure markets.
Rationale
Strong upward revision momentum and 23.7% analyst upside are validated by a sharp Q4 2025 operational turnaround at the Eemshaven cable plant and positive management guidance [1].
Material risks
- 1Execution setbacks and low yields at the Eemshaven inter-array cable plant that could drag down Electrification margins [1].
- 2Disruption or value leakage from the planned divestment of traditional cable activities as the company transitions to higher-margin automation [1].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.
OpenAI
Caution
Claude
Caution
Gemini
Proceed