← Analyst Upside
AU · rank #6 · 2026-09-08
DEZ
XETRA · EUR · $2.31B (USD)
SignalStrong Buy4.7strength 4.7 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.055 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.32 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $15.16 | +16.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +36.62% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 5.00 |
| Gross margin TTM | +21.9% |
| 52w high | $13.03 |
| Market cap (USD) | $2.31B |
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
Deutz AG is an industrial machinery manufacturer transitioning its core engine business toward higher-margin defense, energy, and service lines.
Rationale
Strong positive EPS revisions and 16.3% upside are validated by H1 2026 adjusted EBIT growth of 43.1% and the transformational €1.6 billion FFG defense acquisition.
Material risks
- 1High integration and execution risk associated with the €1.6 billion FFG acquisition, which could strain balance sheet leverage amid negative H1 2026 free cash flow.
- 2Prolonged cyclical weakness in the core engine unit, which exhibits limited pricing power and low margins of 3.8% in Q2 2026.
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