Published

19 Jan 26

Updated

07 Aug 26

Views

Not Invested

Exail TechnologiesEXA

Fair Value

€134

Share price07 Aug

€124.47.2% undervalued

1Y7.80%

7D-0.24%

Autonomous Maritime And Navigation Demand Will Support Steady Earnings Despite Contract Timing Risks

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

19 Jan 26

Updated

07 Aug 26

Views

Not Invested

Shared on 07 Aug 26

Fair value Increased 4.28%

EXA: Fair Value View Will Hinge On Thales Tender Offer Pricing

Thales agrees to buy into Exail, and that deal price is starting to act like a cap on what many analysts think the shares are worth in the near term. At the same time, Exail confirms its outlook and lands fresh navy drone work, setting up a tension between steady business momentum and deal-driven pricing.

2 views

Shared on 10 Jul 26

Fair value Increased 22%

EXA: Fair Value View Will Center On Tender Offer Execution Risk

A takeover offer puts Exail Technologies’ future in the hands of deal execution, and some analysts turn more cautious about any extra upside beyond the agreed buyout price. With competing bidders and a planned tender offer for remaining shareholders, the key question is whether the transaction closes smoothly—or leaves investors exposed if it doesn’t.

5 views

Fair Value vs Share Price

€134

vs €124.47.2% undervalued

22.3%

Revenue growth

11.6%

Profit margin

Recent News & Updates

No updates

Recent updates

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Company analysis

Excellent balance sheet with reasonable growth potential.

Market cap€2.1b

PB5.1x

Estimated Growth16.7%

Dividend Yield0%

Full analysis

CEO & management

Raphael Gorge

CEO

N/A

CEO Tenure

Provides robotics, maritime, navigation, aerospace, and photonics technologies solutions in France, the rest of Europe, Africa, Americas, Oceania, and Asia.