← Analyst Upside

AU · rank #8 · 2026-10-23

G24

XETRA · EUR · $6.59B (USD)

SignalStrong Buy2.9strength 2.9 / 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.
0.626
EPS revisions (30d)
Change in consensus EPS estimate over the past 30 days ($/share).
-$0.01
Net revisions (30d)
Number of analysts revising upward minus downward.
0
Insider signal (90d)—
Analyst upside
Consensus target $105.91
+23.6%
Momentum acceleration
3-month minus 12-month momentum.
+29.35%
Analyst rating
5 = Strong Buy, 1 = Strong Sell.
4.58
Gross margin TTM+79.6%
52w high$100.81
Market cap (USD)$6.59B

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

Scout24 AG operates ImmoScout24, Germany's leading digital real estate marketplace and broker workflow platform serving 19 million monthly users across Germany, Austria, and Spain.

Rationale

The ~23.6% analyst upside and strong consensus buy rating (1.74) are supported by reconfirmed 16–18% FY26 revenue growth guidance, ~80% gross margins, and 18.8% H1 adjusted EPS growth.

Material risks

  • 1Price competition from lower-cost classified rivals such as Immowelt and Kleinanzeigen pressuring professional broker ARPU and listings market share.
  • 2Execution risk and operating margin dilution from integrating Spain's Fotocasa, where H1 OpEx expanded 21.0% to support projected growth.

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