Analyst Upside

AU · rank #4 · 2026-09-11

DOM

GPW · PLN · $1.66B (USD)

SignalHold
verdict · CAUTION

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Composite score
Z-score blend of all factors below.
0.346
EPS revisions (30d)
Change in consensus EPS estimate over the past 30 days ($/share).
-$0.57
Net revisions (30d)
Number of analysts revising upward minus downward.
1
Insider signal (90d)
Analyst upside
Consensus target $296.44
+23.5%
Momentum acceleration
3-month minus 12-month momentum.
-1.44%
Analyst rating
5 = Strong Buy, 1 = Strong Sell.
4.43
Gross margin TTM+32.6%
52w high$276.63
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

Dom Development S.A. is a leading Polish residential real estate developer focused on multi-family housing across Warsaw, Trójmiasto, Wrocław, Kraków, and Poznań [RECENT_DEVELOPMENTS, BUSINESS_STATUS].

Rationale

The 23.51% analyst upside and high 4.43/5 rating are supported by robust operational momentum, highlighted by record H1 2026 net sales growing 17% year-on-year to 2,382 units [RECENT_DEVELOPMENTS].

Material risks

  • 1Severe construction cost and labor inflation that has already compressed gross margins from 34% in Q1 2025 to 31% in Q1 2026 [FINANCIAL_NOTES, TOP_RISKS].
  • 2High sensitivity of Polish residential demand and pre-sales to mortgage interest-rate shocks or macroeconomic downturns [TOP_RISKS].

AI verdict council

Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.

OpenAI
Caution
Claude
Caution
Gemini
Proceed