AU · rank #3 · 2026-10-26
VIRP
PARIS · EUR · $3.28B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.546 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.23 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 4 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $410.75 | +17.7% |
| Momentum acceleration 3-month minus 12-month momentum. | +1.98% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.63 |
| Gross margin TTM | +67.2% |
| 52w high | $387.79 |
| Market cap (USD) | $3.28B |
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
Virbac SA is the sixth-largest global veterinary drug manufacturer with €1.465 billion in 2025 sales, split across companion-animal and farm-animal health via eight branded Supercharge platforms.
Rationale
The analyst_upside_pct of 17.7%, unanimous 100% upward EPS revision agreement across all five covering analysts over 30/60/90 days, and maintained full-year guidance at the upper end of the 5.5–7.5% range collectively reinforce a credible analyst-upside signal grounded in fundamental earnings momentum rather than pure sentiment rotation.
Material risks
- 1Currency translation is a structural drag — H1 2026 constant-currency growth of 7.4% collapsed to 4.0% at actual rates, meaning consensus targets and EPS revisions may be repeatedly eroded by FX before the upside is realized.
- 2The moat is branded portfolio scale rather than sole-supplier or patent exclusivity, leaving Virbac exposed to generic substitution and pricing pressure across its platforms, with no disclosed order backlog providing revenue visibility to underpin the analyst targets.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.