← Analyst Upside
AU · rank #9 · 2026-10-20
BC8
XETRA · EUR · $5.31B (USD)
SignalStrong Buy2.3strength 2.3 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.586 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $43.25 | +23.0% |
| Momentum acceleration 3-month minus 12-month momentum. | +14.40% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.60 |
| Gross margin TTM | +18.7% |
| 52w high | $44.13 |
| Market cap (USD) | $5.31B |
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
Bechtle AG is a European IT systems integrator providing hardware, software, cloud, cybersecurity, and industrial PLM solutions to corporate and public-sector clients.
Rationale
The 23.01% analyst upside and 100% positive 30-day EPS revision agreement are backed by a raised 2026 forecast, a 9.69% earnings surprise, and 15.6% H1 business volume growth.
Material risks
- 1High hardware price inflation accounting for over half of recent growth, which risks delaying conversion of the €3.54 billion backlog into actual revenue.
- 2Exposure to memory-chip shortages, vendor disintermediation, and potential commoditization of resold third-party hardware and cloud services.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.
OpenAI
Proceed
Claude
Caution
Gemini
Proceed