QM · rank #18 · 2026-10-23

TWEKA

AMSTERDAM · EUR · $2.26B (USD)

SignalBuy1.1strength 1.1 / 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.	+60.20%
ROE TTM Return on equity, trailing 12 months.	+15.0%
Profit margin Net profit margin, trailing 12 months.	+6.9%
Market cap (USD) Size filter: > $300M required (USD-equivalent).	$2.26B
Anchor (recent) Close on 2026-09-23	$53.70
Anchor (far) Close on 2025-09-23	$33.52

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

TKH Group NV designs and manufactures specialized technology solutions across Automation, including machine vision and automated machinery, and Electrification, encompassing onshore and offshore energy cables.

Rationale

Strong 14.0% organic revenue growth and 43.5% organic EBITA expansion in H1 2026 back up a 15.0% ROE and 60.2% price momentum signal.

Material risks

1Postponements by tire-building customers in Automated Machinery due to geopolitical and tariff uncertainty threaten segment order intake and the €259.2 million backlog.
2Execution challenges at the Eemshaven inter-array cable plant and execution risk during the approved dual-track separation of the Electrification business.

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