QM · rank #9 · 2026-09-09

OPL

GPW · PLN · $4.90B (USD)

SignalStrong Buy2.1strength 2.1 / 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.	+75.07%
ROE TTM Return on equity, trailing 12 months.	+6.6%
Profit margin Net profit margin, trailing 12 months.	+6.5%
Market cap (USD) Size filter: > $300M required (USD-equivalent).	$4.90B
Anchor (recent) Close on 2026-08-10	$15.21
Anchor (far) Close on 2025-08-08	$8.69

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 an integrated Polish telecom and ICT provider serving approximately 16.4 million subscription customers with mobile, fibre, and rapidly growing B2B IT services.

Rationale

The strong 0.7507 momentum signal is fundamentally backed by quality earnings growth, as evidenced by a 24% YoY increase in H1 2026 net income and a raised full-year outlook.

Material risks

1Potential demand deceleration for high-margin B2B IT/IS solutions if major corporate or public-sector clients transition to building these digital capabilities in-house.
2Narrowing profitability margins, with Q2 2026 EBITDAaL margins down 1.7 percentage points YoY, compounded by rising infrastructure eCapex requirements.

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