AU · rank #3 · 2026-09-11
VH2
XETRA · EUR · $1.65B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.793 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.54 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $90.75 | +30.2% |
| Momentum acceleration 3-month minus 12-month momentum. | +6.42% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | — |
| Gross margin TTM | +56.1% |
| 52w high | $107.36 |
| Market cap (USD) | $1.65B |
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 infrastructure, increasingly anchored in Germany's emerging hydrogen core network via named pipeline contracts like H2Coastlink 1.
Rationale
The 30% analyst upside, 100% revision agreement across all four covering analysts, and accelerating EPS upgrades over 7/30/60/90-day windows are directly reinforced by a record Q2 2026, a guidance raise to €180–200M EBITDA, and expanding hydrogen contract wins that give the upgrade cycle a fundamental catalyst rather than pure sentiment.
Material risks
- 1With only four covering analysts and a 45% target dispersion, a single estimate revision or contract delay on a large individual infrastructure award could sharply reprice consensus, undermining the revision-momentum thesis that drives this screen.
- 2German hydrogen infrastructure permitting and policy timing remain execution-dependent; a slowdown in H2 core-network approvals or electrolyser project cancellations (e.g., the Emden 320 MW anchor) could stall the order book that justifies the raised guidance and current analyst upgrades.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.