← Analyst Upside

AU · rank #2 · 2026-10-23

DOM

GPW · PLN · $1.59B (USD)

SignalStrong Buy9.0strength 9.0 / 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.
0.576
EPS revisions (30d)
Change in consensus EPS estimate over the past 30 days ($/share).
+$0.74
Net revisions (30d)
Number of analysts revising upward minus downward.
1
Insider signal (90d)—
Analyst upside
Consensus target $293.15
+22.1%
Momentum acceleration
3-month minus 12-month momentum.
-6.36%
Analyst rating
5 = Strong Buy, 1 = Strong Sell.
4.71
Gross margin TTM+32.6%
52w high$276.63
Market cap (USD)$1.59B

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

Dom Development S.A. is Poland's leading residential real estate developer, constructing multi-family housing projects across Warsaw, the Tricity, Wroclaw, and Krakow.

Rationale

The analyst upside signal (22.1% price target upside with 100% positive 30-day net revisions) is supported by record Q3 unit pre-sales (+6% YoY) and PLN 4.4 billion in revenue visibility from 5,606 sold but undelivered units.

Material risks

  • 1Gross margin compression driven by rising construction, land, and permitting costs alongside supply competition from peers like Develia and Atal (H1 gross margin fell 4 percentage points YoY to 31%).
  • 2Polish mortgage market tightening or credit availability shocks impacting the 54% of Q3 sales generated through mortgage financing.

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