AU · rank #18 · 2026-09-11
AOF
XETRA · EUR · $1.67B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.704 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 4 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $123.38 | +36.2% |
| Momentum acceleration 3-month minus 12-month momentum. | +22.51% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.38 |
| Gross margin TTM | +78.2% |
| 52w high | $120.37 |
| Market cap (USD) | $1.67B |
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 (AOF) is a specialist workforce management software vendor serving enterprise customers with a cloud-transitioning, SAP-ecosystem-integrated suite covering time, attendance, forecasting, and capacity planning.
Rationale
The 36% analyst upside, 100% revision agreement across all 7 covering analysts, and accelerating momentum (+22.5%) are reinforced by concrete H1 2026 results — 12% revenue growth, 35% EBIT margin, 26% cloud/subscription growth, and reiterated full-year guidance — giving the analyst_upside signal fundamental grounding rather than pure sentiment.
Material risks
- 1Larger HCM platforms (SAP native modules, Workday, etc.) expanding time-management functionality could erode ATOSS's specialist add-on positioning, directly threatening the ARR backlog and subscription growth that justify the premium multiple.
- 2High analyst target dispersion (53.5%) relative to a €1.67bn market cap and a thin 7-analyst coverage base means consensus price targets are wide and potentially unstable, making the 36% upside figure less reliable than the revision unanimity implies.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.