AU · rank #6 · 2026-10-26
DIM
PARIS · EUR · $22.95B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.175 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.06 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 3 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $246.86 | +17.2% |
| Momentum acceleration 3-month minus 12-month momentum. | +23.90% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.50 |
| Gross margin TTM | +44.6% |
| 52w high | $225.00 |
| Market cap (USD) | $22.95B |
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
Sartorius Stedim Biotech provides single-use bioprocessing assemblies, filtration systems, bioreactors, and laboratory equipment used in biopharmaceutical manufacturing.
Rationale
The analyst upside signal is supported by an 80% positive revision agreement, +5.7% 30-day EPS estimate upward revisions, and confirmed FY 2026 constant-currency revenue growth guidance supporting 17.2% upside to consensus price targets.
Material risks
- 1Commoditization of standard single-use bags and tubing combined with biopharma customers developing process capabilities in-house could weaken recurring consumable growth and gross margins.
- 2Customer compensation for U.S. tariff surcharges of up to €35 million and broader trade tensions could drag on top-line revenue and EBITDA margin expansion.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.