QM · rank #9 · 2026-10-26
2GB
XETRA · EUR · $912M (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +83.33% |
|---|---|
| ROE TTM Return on equity, trailing 12 months. | +8.2% |
| Profit margin Net profit margin, trailing 12 months. | +3.4% |
| Market cap (USD) Size filter: > $300M required (USD-equivalent). | $912M |
| Anchor (recent) Close on 2026-09-25 | $58.30 |
| Anchor (far) Close on 2025-09-26 | $31.80 |
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
2G Energy manufactures and services decentralized combined heat and power (CHP) systems, heat pumps, and containerized gas-engine modules operating on natural gas, biogas, and hydrogen.
Rationale
Strong 12-month momentum (0.8333) is supported by accelerating demand for behind-the-meter data-center power, a record backlog above €600 million, and raised multi-year revenue guidance.
Material risks
- 1Concentration in major U.S. data-center deals, such as Energy Vault's 275 MW order program, exposes order backlog to potential project delays, cancellations, or shifts to alternative generation technologies.
- 2Severe H1 2026 margin contraction (0.6% EBIT margin) creates high execution risk for achieving management's heavily back-half-loaded FY2026 EBIT margin target of 9.5%–10.5%.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.