AU · rank #5 · 2026-10-21
VEON
NASDAQ · $5.54B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.415 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.12 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) $1,120,053 across 1 unique buyers. | 3.000 |
| Analyst upside Consensus target $86.87 | +5.7% |
| Momentum acceleration 3-month minus 12-month momentum. | +43.14% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 5.00 |
| Gross margin TTM | +87.1% |
| 52w high | $82.09 |
| Market cap (USD) | $5.54B |
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
VEON Ltd is an emerging-market telecommunications and digital services provider operating mobile networks and digital apps across Ukraine, Pakistan, Kazakhstan, Bangladesh, and Uzbekistan under key consumer brands such as Kyivstar, Jazz, Beeline, and Banglalink [1].
Rationale
The analyst upside signal is supported by 100% positive EPS revision agreement and recent price target raises [1], backed by VEON raising its FY2026 revenue guidance to 15%–18% and EBITDA guidance to 9%–12% following 53.6% YoY digital revenue growth in 2Q26 [1].
Material risks
- 1Geopolitical shocks, war-related infrastructure destruction, and currency devaluations in high-risk operating markets like Ukraine, Pakistan, and Bangladesh could severely degrade reported USD earnings and undermine analyst estimates [1].
- 2Direct-to-cell satellite providers or local mobile competitors could commoditize mobile connectivity or capture core distribution economics, capping long-term pricing power and margin expansion [1].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.