QM · rank #9 · 2026-10-27
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 AG (2GB@XETRA) manufactures and services decentralized CHP and reciprocating gas-engine power systems from 20 kW to 4.5 MW, utilizing natural gas, biogas, and up to 100% hydrogen.
Rationale
High 12-1 price momentum (0.8333) is fundamental-backed by accelerating demand for containerized data-center power modules, a record backlog exceeding €600M, and raised multi-year revenue guidance through 2028.
Material risks
- 1Heavy project concentration in U.S. AI data-center infrastructure programs, such as the 275 MW Energy Vault contract, exposes order conversion to customer delays, cancellations, or export control shifts.
- 2Weak H1 2026 operating performance (0.6% EBIT margin and a €0.75M net loss) leaves FY2026 financial targets heavily reliant on back-half execution, while gas-engine tech faces potential displacement from alternative power sources.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.