AU · rank #14 · 2026-10-19
NEM
XETRA · EUR · $9.55B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.579 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | -$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 0 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $86.19 | +17.2% |
| Momentum acceleration 3-month minus 12-month momentum. | +41.77% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.17 |
| Gross margin TTM | +58.0% |
| 52w high | $104.78 |
| Market cap (USD) | $9.55B |
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
Nemetschek is a Germany-based architecture, engineering, construction, and media software vendor offering a multi-brand open-BIM portfolio that includes ALLPLAN, Graphisoft, Vectorworks, Bluebeam, and HCSS.
Rationale
The 17.2% analyst price target upside and 4.17/5 analyst rating are supported by high revenue visibility from 95% recurring revenue, 17.4% ARR growth, and reaffirmed FY2026 organic revenue growth guidance of 14%–15%.
Material risks
- 1Key AEC competitors like Autodesk and Bentley, or large construction customers developing AI and workflow tools in-house, could commoditize core design-review and field-execution software modules.
- 2The HCSS acquisition added approximately €450 million in net debt while creating near-term acquisition-related margin dilution during integration.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.