AU · rank #3 · 2026-09-07
VH2
XETRA · EUR · $1.66B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.518 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.54 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $90.75 | +27.2% |
| Momentum acceleration 3-month minus 12-month momentum. | +17.12% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.00 |
| Gross margin TTM | +56.1% |
| 52w high | $107.36 |
| Market cap (USD) | $1.66B |
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 Germany-based provider of energy infrastructure solutions for gas, electricity, and hydrogen, including transmission pipelines and electrolysis plants.
Rationale
The 100% analyst revision agreement and 27% upside target are validated by a strong financial turnaround, with EBITDA margins doubling to 16.2% and a massive €1.19 billion order backlog securing revenue visibility.
Material risks
- 1Concentration risk in single massive projects, such as the €600 million A-Nord project, where delays or customer priority shifts would severely impact earnings.
- 2Dependence on timely regulatory support and build-out of the German hydrogen core grid and European IPCEI projects to drive pipeline demand.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.