QM · rank #10 · 2026-07-27

OPL

GPW · PLN · $5.01B (USD)

SignalStrong Buy1.7strength 1.7 / 10

verdict · PROCEED

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Momentum 12-1 Return from 12 months ago to 1 month ago.	+56.45%
ROE TTM Return on equity, trailing 12 months.	+6.3%
Profit margin Net profit margin, trailing 12 months.	+6.6%
Market cap (USD) Size filter: > $300M required (USD-equivalent).	$5.01B
Anchor (recent) Close on 2026-06-26	$14.63
Anchor (far) Close on 2025-06-27	$9.35

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

Orange Polska is a leading Polish converged telecommunications provider offering fixed broadband, fiber, mobile voice, and IT/IS services.

Rationale

The quality-momentum screen is supported by strong financial execution, highlighted by a 54% YoY net income surge and a consensus-beating 1Q 2026 EBITDAaL driven by pricing power.

Material risks

1Intensified pricing and subscriber acquisition competition across Polish telecom sectors could erode average revenue per offer (ARPO) and undermine recent tariff increases.
2Regulatory policy shifts in Poland regarding fiber wholesale pricing, spectrum costs, or access rules could squeeze operating margins and drive up required capital expenditures.

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