AU · rank #20 · 2026-10-22
BAMNB
AMSTERDAM · EUR · $3.49B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.003 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.08 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $14.10 | +17.9% |
| Momentum acceleration 3-month minus 12-month momentum. | -7.67% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 5.00 |
| Gross margin TTM | +28.2% |
| 52w high | $13.13 |
| Market cap (USD) | $3.49B |
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
Koninklijke BAM Groep NV is a European construction and civil engineering contractor specializing in Dutch and UK/Ireland residential development, energy-grid infrastructure, and defence projects.
Rationale
Upward analyst EPS revisions and 17.9% target upside are strongly validated by BAM's H1 2026 EBITDA growth of 36% and full-year margin guidance upgrade to at least 6.5%, supported by a €12.6 billion order book.
Material risks
- 1Fixed-price contract execution delays, unexpected material cost overruns, or adverse project claims could rapidly compress thin construction margins.
- 2Permitting bottlenecks and macro or fiscal shifts in the Netherlands and UK could delay residential developments and public infrastructure awards.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.