AU · rank #11 · 2026-10-21
MRN
PARIS · EUR · $1.01B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.627 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 5 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $47.20 | +27.6% |
| Momentum acceleration 3-month minus 12-month momentum. | -4.44% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.60 |
| Gross margin TTM | +29.9% |
| 52w high | $44.38 |
| Market cap (USD) | $1.01B |
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 systems, busbars, thermal management solutions, and advanced graphite/carbon materials for data centers, semiconductors, rail, and industrial markets.
Rationale
Unanimous positive estimate revisions and 27.6% analyst upside are supported by Mersen raising its FY2026 guidance after H1 results showed strong momentum in data centers and semiconductors.
Material risks
- 1Potential internalization of power-protection, cooling, or carbon-material capabilities by major data-center or semiconductor customers would undermine growth projections and analyst price targets.
- 2Commoditization and market-share erosion from well-capitalized competitors like Eaton, Littelfuse, Rogers, and Asian carbon producers amid rising net debt (€399.7 million).
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.