AU · rank #5 · 2026-10-19
AOF
XETRA · EUR · $1.62B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.239 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $120.78 | +32.9% |
| Momentum acceleration 3-month minus 12-month momentum. | +30.70% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.22 |
| Gross margin TTM | +78.2% |
| 52w high | $120.37 |
| Market cap (USD) | $1.62B |
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 is a German workforce-management specialist delivering scheduling, time-tracking, compliance and analytics software with 72% recurring revenue and €157.9m in contracted ARR backlog as of H1 2026.
Rationale
100% analyst revision agreement, 32.9% consensus upside, an 11.1% earnings beat and accelerating cloud ARR growth (+26% YoY) collectively validate the analyst_upside signal as grounded in fundamental re-rating momentum rather than pure sentiment rotation.
Material risks
- 1Large-suite vendors (SAP SuccessFactors, Workday, UKG) could bundle workforce-management natively into broader HCM platforms, eroding ATOSS's new-logo pipeline and pressuring retention at renewal—the most direct structural threat to the specialist-moat thesis.
- 2ATOSS's first AI agent is at early selected-customer rollout with broader agentic use cases still targeted for Q4 2026; if generative AI commoditizes scheduling and forecasting faster than ATOSS can differentiate, the premium multiple becomes vulnerable ahead of the October 2026 earnings event.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.