AU · rank #3 · 2026-09-10
VH2
XETRA · EUR · $1.66B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.822 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.54 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $90.75 | +29.8% |
| Momentum acceleration 3-month minus 12-month momentum. | +7.11% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | — |
| Gross margin TTM | +56.1% |
| 52w high | $107.36 |
| Market cap (USD) | $1.66B |
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
Friedrich Vorwerk (VH2) is a German EPC specialist in high-pressure gas, power, and hydrogen pipeline infrastructure, increasingly anchored in Germany's emerging hydrogen core network.
Rationale
100% analyst revision agreement, a 30-day net revision score of +2.0, and ~30% consensus upside are directly reinforced by a guidance raise to €180–200M EBITDA and record Q2 2026 results, giving the analyst_upside signal fundamental backing rather than mere sentiment drift.
Material risks
- 1High analyst target dispersion of 45% against a coverage base of only four analysts means the consensus upside figure is fragile — a single target cut could materially reprice the signal and the stock.
- 2Revenue is concentrated in large, individually named infrastructure contracts (H2Coastlink 1, grid connections), so permitting delays or a single contract cancellation could cause an abrupt earnings miss against the newly raised guidance bar.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.