← Analyst Upside

AU · rank #12 · 2026-10-21

G24

XETRA · EUR · $6.31B (USD)

SignalBuy1.9strength 1.9 / 10
verdict · PROCEED

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Composite score
Z-score blend of all factors below.
0.548
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 $105.91
+30.3%
Momentum acceleration
3-month minus 12-month momentum.
+25.97%
Analyst rating
5 = Strong Buy, 1 = Strong Sell.
4.58
Gross margin TTM+79.6%
52w high$100.91
Market cap (USD)$6.31B

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

Scout24 AG operates ImmoScout24, Germany's dominant digital real-estate marketplace connecting over 19 million monthly users and 26,000 professional customers while expanding into transaction workflows and Spanish portals.

Rationale

The ~30% analyst upside signal is backed by strong H1 EPS growth (+18.8%), reaffirmed 16–18% FY26 revenue growth guidance, ~80% gross margins, and an enlarged EUR 350 million share buyback following post-earnings sentiment pressure.

Material risks

  • 1Persistent weakness in German residential construction and lower housing turnover could constrain real-estate listing volumes and professional-agent demand.
  • 2Aggressive competition from portals like immowelt, Kleinanzeigen, and Idealista alongside potential commoditization of AI-driven search tools could limit platform pricing power.

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