AU · rank #19 · 2026-09-11
LR
PARIS · EUR · $42.43B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.664 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.12 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 9 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $166.44 | +19.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +3.86% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.94 |
| Gross margin TTM | +50.2% |
| 52w high | $164.28 |
| Market cap (USD) | $42.43B |
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, providing wiring devices, cable management, and data center solutions [BUSINESS_STATUS].
Rationale
High analyst revision agreement of 84.6% and positive EPS revisions are validated by management's recent upgrade of FY26 organic sales growth guidance to 8–10% on the back of resilient data center demand [FINANCIAL_NOTES].
Material risks
- 1A sharp reversal in global data center capital expenditure or hyperscalers shifting connectivity spend to alternative integrated infrastructure vendors [TOP_RISKS].
- 2Sustained margin compression from cost inflation, restructuring, and acquisition dilution that threatens Legrand's target of 20.5–21% in adjusted operating margins [TOP_RISKS].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.