AU · rank #11 · 2026-10-23
BC8
XETRA · EUR · $5.32B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.429 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $43.25 | +23.6% |
| Momentum acceleration 3-month minus 12-month momentum. | +11.53% |
| 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 and managed services provider offering IT infrastructure, cloud, software, cybersecurity, and hardware reselling to corporate and public-sector clients.
Rationale
The analyst upside thesis is reinforced by 100% upward revision agreement and an upgraded 2026 outlook following an 18.8% increase in H1 attributable earnings and a record €3.535 billion order backlog.
Material risks
- 1Over half of recent top-line growth stems from hardware price inflation and supply-chain delays, creating conversion risk for the order backlog if component pricing normalizes.
- 2Customer disintermediation or corporate clients bringing IT implementation and managed services in-house could erode high-margin service revenue.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.