← Analyst Upside

AU · rank #5 · 2026-10-22

DVL

GPW · PLN · $1.03B (USD)

SignalStrong Buy4.0strength 4.0 / 10
verdict · PROCEED

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Composite score
Z-score blend of all factors below.
-0.821
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.
1
Insider signal (90d)—
Analyst upside
Consensus target $10.99
+29.7%
Momentum acceleration
3-month minus 12-month momentum.
-16.96%
Analyst rating
5 = Strong Buy, 1 = Strong Sell.
4.33
Gross margin TTM+30.6%
52w high$10.37
Market cap (USD)$1.03B

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

Develia S.A. is a major Polish residential real estate developer operating across seven key metropolitan markets, including Warsaw, Wrocław, and Kraków.

Rationale

Unanimous positive 30-day EPS revisions and ~29.7% analyst upside are supported by strong operational execution, highlighted by a 74% YoY surge in 9M unit handovers and PLN 319 million in H1 net profit.

Material risks

  • 1Unit sales growth (+8% YTD) is lagging handovers (+74% YTD), creating risk of a sharp earnings deceleration after the current delivery cycle finishes.
  • 2Capital commitments for land acquisitions and the ~PLN 550 million Stocznia Cesarska project elevate financial and execution risk if Polish housing demand slows.

AI verdict council

Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.

OpenAI
Proceed
Claude
Caution
Gemini
Proceed