AU · rank #4 · 2026-09-10
TWEKA
AMSTERDAM · EUR · $2.39B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.278 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.34 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $62.79 | +21.0% |
| Momentum acceleration 3-month minus 12-month momentum. | +3.75% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.86 |
| Gross margin TTM | +50.2% |
| 52w high | $53.20 |
| Market cap (USD) | $2.39B |
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
TKH Group NV is a Dutch industrial technology provider supplying machine vision, factory automation, and specialized cable solutions across its Smart Vision, Smart Manufacturing, and Smart Connectivity clusters.
Rationale
Positive EPS revisions and unanimous analyst agreement are driven by the resolution of production bottlenecks at Eemshaven and a strong Q4 recovery, backing the pivot to higher-margin automation.
Material risks
- 1Renewed execution delays or low yields at the Eemshaven inter-array cable plant would directly compress margins and threaten guided growth.
- 2Operational disruption or valuation leakage during the planned divestment of legacy cable assets could stall the transition to higher-margin business lines.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.