AU · rank #3 · 2026-10-26
DOM
GPW · PLN · $1.58B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.568 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/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. | -6.78% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.71 |
| Gross margin TTM | +32.6% |
| 52w high | $276.63 |
| 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
Dom Development S.A. is Poland's leading residential real estate developer, building and selling multi-family housing across Warsaw, the Tricity, Wroclaw, and Krakow.
Rationale
Unanimous positive 30-day EPS revisions and a 22.1% analyst target upside are supported by record 9M 2026 unit sales (+13% YoY) and PLN 4.4 billion in pre-sold backlog providing high revenue visibility.
Material risks
- 1Gross margin compression, which dropped 400 bps YoY to 31% in H1 2026, could erode underlying earnings gains if construction, land, and permitting costs outpace unit pricing power.
- 2High vulnerability to Polish interest rate movements and mortgage availability, with mortgage-funded buyers accounting for 54% of Q3 sales.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.