AU · rank #19 · 2026-09-09
AOF
XETRA · EUR · $1.72B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.521 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 4 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $123.38 | +32.8% |
| Momentum acceleration 3-month minus 12-month momentum. | +26.58% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.38 |
| Gross margin TTM | +78.2% |
| 52w high | $120.37 |
| Market cap (USD) | $1.72B |
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
ATOSS Software SE (AOF) is a German specialist workforce management software vendor offering cloud and on-premise solutions for time, attendance, forecasting, and deployment planning, increasingly monetized through subscription and ARR contracts.
Rationale
100% analyst revision agreement, 32.8% consensus upside, and a 26% cloud/subscription growth rate with record H1 2026 margins collectively validate the analyst_upside signal as grounded in fundamental re-rating momentum rather than pure sentiment drift.
Material risks
- 1ATOSS operates as a specialist add-on within SAP HCM ecosystems, and SAP expanding its native time-management modules or AI-driven workforce tools could structurally erode the bottleneck-solver moat that justifies the premium multiple and ARR backlog visibility.
- 2Analyst target dispersion of 53.5% against a coverage universe of only 7 analysts signals wide disagreement on terminal value, meaning the 32.8% consensus upside figure is fragile and a single large downward revision could sharply reprice the name.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.