AU · rank #5 · 2026-09-10
DEZ
XETRA · EUR · $2.37B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.243 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.32 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $15.16 | +13.7% |
| Momentum acceleration 3-month minus 12-month momentum. | +35.13% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 5.00 |
| Gross margin TTM | +21.9% |
| 52w high | $13.35 |
| Market cap (USD) | $2.37B |
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 designs and manufactures engines for off-highway applications, and is actively transitioning its portfolio toward higher-margin defense, energy, and service segments.
Rationale
The positive 30-day earnings revisions and 100% analyst agreement are fundamentally backed by robust H1 2026 EBIT growth and the transformational €1.6 billion acquisition of defense firm FFG.
Material risks
- 1Heavy integration and execution risk surrounding the €1.6 billion FFG defense transaction, which could strain capital allocation if synergies or European defense budgets fall short.
- 2Technological displacement and commoditization within the legacy engine segment if major OEM customers accelerate in-house or alternative powertrain development.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.