AU · rank #6 · 2026-10-19
DIM
PARIS · EUR · $23.51B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.888 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.02 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 3 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $237.29 | +10.4% |
| Momentum acceleration 3-month minus 12-month momentum. | +27.41% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.50 |
| Gross margin TTM | +44.9% |
| 52w high | $225.00 |
| Market cap (USD) | $23.51B |
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
Sartorius Stedim Biotech is a leading single-use bioprocessing supplier with recurring consumables, improving regional demand and stabilized equipment trends, serving biologics and advanced-therapy manufacturing.
Rationale
The quant setup is reinforced by a 10.4% analyst upside, 4.5/5 average rating, positive EPS revisions over 30/60 days, and 80% revision agreement, alongside strong share-price momentum acceleration.
Material risks
- 1Equipment demand is still lagging consumables, so any further delay in capital orders could push revenue into 2027–2028 and dull the near-term upside case.
- 2Competition from Cytiva, Thermo Fisher and Merck can pressure pricing and reduce the value of Sartorius’s integrated workflow advantage, especially if single-use products commoditize further.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.