AU · rank #18 · 2026-09-10
AOF
XETRA · EUR · $1.70B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.676 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 4 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $123.38 | +34.4% |
| Momentum acceleration 3-month minus 12-month momentum. | +24.13% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.38 |
| Gross margin TTM | +78.2% |
| 52w high | $120.37 |
| Market cap (USD) | $1.70B |
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 is a specialist workforce management software vendor serving enterprise customers with a cloud-transitioning, subscription-driven suite deeply integrated into SAP HCM ecosystems.
Rationale
A 34% analyst upside with 100% revision agreement across all 7 covering analysts, backed by record H1 2026 results, a 35% EBIT margin, and 26% cloud/subscription growth, gives the analyst_upside signal concrete fundamental grounding rather than pure sentiment drift.
Material risks
- 1Larger HCM platforms — particularly SAP — expanding native time-management modules could erode ATOSS's specialist add-on positioning and directly threaten the ARR backlog that underpins the valuation multiple.
- 2A 53.5% analyst target dispersion on a €1.7B market-cap name with only 7 analysts signals wide disagreement on terminal value, meaning the 34% upside figure masks a fat left tail if cloud growth decelerates from current 26% pace.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.