AU · rank #19 · 2026-09-10
LR
PARIS · EUR · $42.80B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.656 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.12 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 9 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $166.44 | +18.6% |
| Momentum acceleration 3-month minus 12-month momentum. | +4.16% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.94 |
| Gross margin TTM | +50.2% |
| 52w high | $164.28 |
| Market cap (USD) | $42.80B |
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
Legrand SA is a French-based global supplier of electrical and digital building infrastructure, offering wiring devices, power distribution, and specialized data center connectivity solutions.
Rationale
Management's upgraded 2026 organic sales growth guidance of 8–10% validates the quantitative signal's high analyst revision agreement and positive 30-day EPS revisions [RECENT_DEVELOPMENTS].
Material risks
- 1A sharp slowdown in hyperscaler capital expenditure or a structural shift in data center design away from Legrand's connectivity offerings would derail the primary secular growth engine [RECENT_DEVELOPMENTS, TOP_RISKS].
- 2Persistent margin compression from acquisition integration, restructuring, and inflation preventing the company from maintaining its 20.5–21% adjusted operating margin guidance [RECENT_DEVELOPMENTS, FINANCIAL_NOTES].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.