AU · rank #17 · 2026-10-19
MRN
PARIS · EUR · $1.09B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.434 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 5 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $47.20 | +18.0% |
| Momentum acceleration 3-month minus 12-month momentum. | -4.99% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.60 |
| Gross margin TTM | +29.9% |
| 52w high | $44.38 |
| Market cap (USD) | $1.09B |
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
Mersen SA manufactures advanced graphite components, electrical protection products, and power-conversion assemblies for high-growth data center, semiconductor, EV, rail, and industrial end markets.
Rationale
The analyst upside signal is supported by 100% revision agreement and an 18% upside target after management raised FY2026 guidance on strong H1 performance in data center and semiconductor sales.
Material risks
- 1Customer in-housing or technological commoditization of power-protection, thermal management, and carbon materials by key data center or semiconductor clients adopting solutions from Eaton, Littelfuse, or Asian producers.
- 2Expansion of net debt to €399.7 million alongside working-capital demands and cyclical sensitivity to North American data center and Asia-Pacific semiconductor capital expenditure cycles.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.