← Analyst Upside
AU · rank #17 · 2026-10-26
MRN
PARIS · EUR · $953M (USD)
SignalSell
verdict · CAUTION
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.219 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 5 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $47.40 | +35.3% |
| Momentum acceleration 3-month minus 12-month momentum. | -10.19% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | — |
| Gross margin TTM | +29.9% |
| 52w high | $44.38 |
| Market cap (USD) | $953M |
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
Mersen SA produces advanced graphite materials, fuses, and power electronics equipment for semiconductor, data center, rail, and industrial end-markets.
Rationale
Unanimous positive analyst revisions (100% agreement) and a 35.3% price target upside are supported by management raising 2026 guidance after strong H1 growth in Electrical Power and data centers.
Material risks
- 1Softening silicon carbide (SiC) demand and long-term SiC contract commitments continue to weigh on profitability and expose earnings to semiconductor capital expenditure cycles.
- 2Contraction in Chinese solar and chemical markets combined with a lack of disclosed order backlog visibility could offset expansion in data center and rail segments.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.
OpenAI
Caution
Claude
Caution
Gemini
Proceed