AU · rank #8 · 2026-10-22
MRN
PARIS · EUR · $1.03B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.588 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 5 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $47.20 | +25.5% |
| Momentum acceleration 3-month minus 12-month momentum. | -4.69% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.60 |
| Gross margin TTM | +29.9% |
| 52w high | $44.38 |
| 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
Mersen SA manufactures electrical protection components, power-conversion equipment, and advanced graphite and carbon materials for data center, semiconductor, rail, and industrial end-markets.
Rationale
High analyst upside (25.5%) and strong buy consensus (4.6/5 rating with 100% positive revision agreement) are supported by raised full-year 2026 guidance and doubling data-center revenues.
Material risks
- 1Key data-center or semiconductor customers internalizing power-protection, busbar, or cooling capabilities, eroding Mersen's addressable market.
- 2Technological displacement or commoditization of graphite, thermal-management, and silicon-carbide solutions by competitors such as Eaton, Littelfuse, and Morgan Advanced Materials.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.