AU · rank #4 · 2026-10-21
TWEKA
AMSTERDAM · EUR · $2.22B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.331 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $62.79 | +24.8% |
| Momentum acceleration 3-month minus 12-month momentum. | +7.24% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.86 |
| Gross margin TTM | +50.2% |
| 52w high | $55.25 |
| Market cap (USD) | $2.22B |
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
TKH Group NV provides specialized electrification cable systems, smart connectivity solutions, and automated vision technologies for industrial and energy infrastructure markets.
Rationale
The 24.8% analyst upside target and 100% positive 30-day EPS revisions are validated by strong H1 2026 organic EBITA growth of 43.5% and corporate value-unlocking via the Electrification division separation.
Material risks
- 1Pricing power erosion and margin compression from larger cable rivals like Prysmian, Nexans, and NKT alongside industry-wide optical-fibre overcapacity.
- 2Automation and tire manufacturing customers developing in-house capabilities or shifting to alternative competing vision technologies.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.