Eurofins Scientific (ERF.PA) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 5 calls on Eurofins Scientific (ERF.PA) from 3 tracked investors: 4 bullish, 1 bearish and 0 neutral. The most recent is bullish, posted by @Mr_Neutral_Man on Oct 13, 2026 when ERF.PA last closed at 77.66 EUR. None of these calls has been scored yet; calls are scored 180 days after the post.
Not investment advice; for research and education.
Who is bullish and who is bearish on ERF.PA?
Split view. Among current calls, 2 players lean bullish and 1 player leans bearish. The contrarian side right now is bearish: MuddyWatersResearch (@muddywatersre).
Every logged ERF.PA call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 13, 2026 | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | Bullish (long) | 77.66 EUR | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Sep 11, 2026 | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | Bullish (long) | 70.92 EUR | 77.66 EUR on Oct 12, 2026 | Open (reiteration, counted once) | post |
| Aug 20, 2026 | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | Bullish (long) | 70.66 EUR | 78.06 EUR on Sep 21, 2026 | Open (not yet scored) | post |
| Jul 23, 2026 | Value-Investor.net (@value_investor1) | Bullish (long) | 70.58 EUR | 80.90 EUR on Oct 21, 2026 | Open (not yet scored) | post |
| Jun 24, 2024 | MuddyWatersResearch (@muddywatersre) | Bearish (short) | 52.74 EUR | 52.76 EUR on Sep 23, 2024 | Open (not yet scored) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for ERF.PA
- Eurofins is a ~300-bagger since 1997 with 23-24% EBITDA margins and recurring revenue; expects FCF to spike in 12-18 months and calls the stock still cheap with heavy buybacks. (Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), Oct 13, 2026; source)
- Says Eurofins runs its buyback well (heavier during dislocations) and FCF should ramp next year to fund much larger buybacks. (Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), Sep 11, 2026; source)
- Expects Eurofins to benefit as a wave of food safety recalls forces more testing. (Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), Aug 20, 2026; source)
- After the H1 2026 selloff, says fundamentals improved (EPS +29%, margin 23.7%, FCF +46%, buybacks) and the market is fixated on ~3% organic growth and a delayed biopharma recovery. (Value-Investor.net (@value_investor1), Jul 23, 2026; source)
The bear case for ERF.PA
- Muddy Waters short report: says Eurofins seems optimized for malfeasance, alleges a controlling shareholder siphoning money and possible overstatement of profits, cash and assets (Eurofins denies). (MuddyWatersResearch (@muddywatersre), Jun 24, 2024; source)
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @Mr_Neutral_Man (Oct 13, 2026): "Still cheap today and buying back a ton of stock"
- @Mr_Neutral_Man (Sep 11, 2026): "Fcf should ramp next year allowing them to really buy back a truck load"
- @Mr_Neutral_Man (Aug 20, 2026): "Eurofins stock about to go BRRRRR with all these food safety recalls"
- @value_investor1 (Jul 23, 2026): "Eurofins sold off despite a strong H1."
- @muddywatersre (Jun 24, 2024): "MW is short Eurofins Scientific bc it seems optimized for malfeasance."
Track records of the players calling ERF.PA
| Player | Calls on ERF.PA | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | 3 | 0-0 | - | - | No scored calls yet |
| MuddyWatersResearch (@muddywatersre) | 1 | 3-2 | .600 | -8.0 | Unranked (career): 5 of the 15 scored calls needed, 10 to go |
| Value-Investor.net (@value_investor1) | 1 | 0-0 | - | - | No scored calls yet |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on Eurofins Scientific (ERF.PA)?
As of November 5, 2026, @Mr_Neutral_Man and @value_investor1 have logged bullish calls on ERF.PA. Current bullish voices: @value_investor1 and @Mr_Neutral_Man.
Who is bearish on ERF.PA?
As of November 5, 2026, @muddywatersre has logged bearish calls on ERF.PA. Current bearish voices: @muddywatersre.
What is the consensus on ERF.PA among tracked investors?
Tracked investors are split on ERF.PA: 2 bullish and 1 bearish among current calls.
What price was ERF.PA at when these calls were made?
Prices at call ranged from 52.74 EUR to 77.66 EUR. The most recent call was made when ERF.PA last closed at 77.66 EUR. We use the last close known when each post went up.
How have past ERF.PA calls performed?
No ERF.PA call has been scored yet. Calls are scored 180 days after the post against the S&P 500.
Is there a contrarian call on ERF.PA?
Split view. Among current calls, 2 players lean bullish and 1 player leans bearish. The contrarian side right now is bearish: MuddyWatersResearch (@muddywatersre).
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the ERF.PA page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.