AU · rank #4 · 2026-09-08
VH2
XETRA · EUR · $1.66B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.383 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.54 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $90.75 | +25.7% |
| Momentum acceleration 3-month minus 12-month momentum. | +18.14% |
| 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 (VH2) is a German EPC specialist in high-pressure gas, power, and hydrogen pipeline infrastructure, increasingly anchored in Germany's emerging hydrogen core network.
Rationale
100% analyst revision agreement, 25.7% consensus upside, and accelerating EPS revisions across 7/30/60/90-day windows are directly validated by a guidance raise to €180–200M EBITDA and record Q2 2026 results, confirming the analyst_upside signal is tracking real fundamental momentum rather than stale sentiment.
Material risks
- 1With only 4 analysts covering and target price dispersion of 45%, a single large contract delay or permitting setback on hydrogen projects like H2Coastlink 1 could trigger outsized consensus estimate cuts given the thin coverage base and project-concentration revenue model.
- 2Seasonality and weather-related construction risk are real and management-acknowledged; a weak Q3 or Q1 2027 could interrupt the momentum acceleration signal (18.1%) that partly underpins the trade thesis.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.