← Analyst Upside
AU · rank #13 · 2026-10-22
BC8
XETRA · EUR · $5.32B (USD)
SignalSell
verdict · CAUTION
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.344 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $43.25 | +20.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +13.53% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.60 |
| Gross margin TTM | +18.7% |
| 52w high | $44.13 |
| Market cap (USD) | $5.32B |
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
Bechtle AG is a European IT systems integrator providing hardware, software, cloud, cybersecurity, and PLM solutions to corporate and public-sector clients.
Rationale
The analyst upside signal is supported by a 9.69% earnings surprise, 100% 30-day revision agreement, raised 2026 full-year guidance, and a record €3.535 billion order backlog.
Material risks
- 1Hardware price inflation accounts for over half of recent growth, creating risk that the record backlog converts at lower margins if hardware delivery delays and price spikes persist.
- 2Reliance on third-party technology vendors leaves Bechtle exposed to vendor disintermediation, service commoditization, or enterprise clients bringing implementation in-house.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.
OpenAI
Caution
Claude
Caution
Gemini
Proceed