← Analyst Upside
AU · rank #7 · 2026-10-26
VH2
XETRA · EUR · $1.55B (USD)
SignalStrong Buy3.4strength 3.4 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.105 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.14 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $91.50 | +31.9% |
| Momentum acceleration 3-month minus 12-month momentum. | +9.71% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | — |
| Gross margin TTM | +56.1% |
| 52w high | $102.64 |
| Market cap (USD) | $1.55B |
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
Friedrich Vorwerk Group SE provides engineering, construction, and commissioning services for German gas, electricity, and hydrogen energy grid infrastructure.
Rationale
The 31.9% analyst upside signal with 100% positive 30-day EPS revisions is validated by management's October 2026 guidance hike to €220–230M EBITDA and 58% YoY Q3 EBITDA growth.
Material risks
- 1Slower order intake evidenced by a Q3 book-to-bill of 0.57x and a total backlog decline to €1.25B could impair revenue replenishment if German energy grid tenders face delays.
- 2Cost overruns, permitting bottlenecks, and execution delays across complex pipeline and electricity infrastructure joint-venture projects.
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