← Analyst Upside

AU · rank #2 · 2026-10-22

VH2

XETRA · EUR · $1.58B (USD)

SignalStrong Buy7.9strength 7.9 / 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.
3.082
EPS revisions (30d)
Change in consensus EPS estimate over the past 30 days ($/share).
+$0.54
Net revisions (30d)
Number of analysts revising upward minus downward.
2
Insider signal (90d)—
Analyst upside
Consensus target $90.75
+25.0%
Momentum acceleration
3-month minus 12-month momentum.
+9.51%
Analyst rating
5 = Strong Buy, 1 = Strong Sell.
—
Gross margin TTM+56.1%
52w high$103.43
Market cap (USD)$1.58B

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

Friedrich Vorwerk Group SE provides engineered infrastructure solutions for underground high-voltage power lines, natural gas pipelines, and hydrogen transportation networks.

Rationale

The 25% analyst upside signal and 100% positive EPS revision agreement are validated by a second 2026 guidance raise to €220–230 million EBITDA following preliminary Q3 EBITDA growth of 58%.

Material risks

  • 1Total project volume acquired in the first nine months fell to €618.1 million from €815.3 million a year earlier, causing total backlog including joint ventures to contract from €1.54 billion to €1.25 billion.
  • 2Execution delays, regulatory permitting bottlenecks in hydrogen networks, or labor shortages on complex joint-venture projects could erode operating margins.

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