AU · rank #10 · 2026-10-20
DIM
PARIS · EUR · $23.11B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.515 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.02 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 3 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $237.29 | +12.0% |
| Momentum acceleration 3-month minus 12-month momentum. | +20.19% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.50 |
| Gross margin TTM | +44.9% |
| 52w high | $225.00 |
| Market cap (USD) | $23.11B |
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 SA is a leading bioprocessing supplier providing recurring single-use consumables, filtration, and automated process equipment for biologics and cell-therapy manufacturing.
Rationale
Positive 30-day EPS revisions with 80% analyst agreement and a strong 4.5/5 rating are supported by H1 organic revenue growth of 6.4% and accelerating price momentum in core consumables.
Material risks
- 1Pricing pressure and single-use product commoditization from major bioprocessing rivals Danaher (Cytiva), Thermo Fisher, and Merck Millipore.
- 2Near-term Q3 earnings volatility in 2 days and up to €35 million in U.S. tariff compensation drag that could restrict FY2026 revenue growth to the lower half of the 6–10% guidance range.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.