AU · rank #11 · 2026-10-20
MRN
PARIS · EUR · $1.05B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.509 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 5 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $47.20 | +22.4% |
| Momentum acceleration 3-month minus 12-month momentum. | -5.09% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.60 |
| Gross margin TTM | +29.9% |
| 52w high | $44.38 |
| Market cap (USD) | $1.05B |
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 electrical protection equipment, power-conversion components, and advanced graphite materials for data center, semiconductor, rail, and industrial applications.
Rationale
High analyst conviction (4.60/5 rating) and price target upside (22.4%) are reinforced by management raising full-year 2026 guidance driven by doubling data-center revenue and expanding semiconductor sales.
Material risks
- 1Major data-center or semiconductor customers could internalize power-protection and cooling solutions, or adopt alternative technologies offered by Eaton, Littelfuse, and Rogers.
- 2Net debt increased to €399.7 million alongside higher working capital needs, exposing the company to cyclical pullbacks in North American and Asia-Pacific capital spending.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.