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Exosens Community
ENXTPA:EXENS Community
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Exosens
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Accelerated Digitization And Expanding Defense Spending Will Spur Sensor Demand
Key Takeaways Exosens' global reach, modular capacity expansion, and unique positioning enable it to outperform competitors and capture market share as demand surges worldwide. Deep integration in next-gen sectors and proven M&A execution fuel recurring revenues, diversified growth, and resilient margins across economic cycles.
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€50.50
FV
20.6% undervalued
intrinsic discount
15.47%
Revenue growth p.a.
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3 days ago
author updated this narrative
Exosens
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Geopolitical Instability Will Pressure Global Defense Margins
Key Takeaways Exposure to geopolitical instability, ESG pressures, and reliance on defense make Exosens vulnerable to regulatory, supply chain, and market volatility risks. Failure to innovate and diversify, combined with evolving industry technology, threatens margin erosion and long-term earnings sustainability.
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€33.50
FV
19.7% overvalued
intrinsic discount
10.11%
Revenue growth p.a.
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7 days ago
author updated this narrative
Exosens
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Rising NATO Spending Will Boost Night Vision And Advanced Sensing
Key Takeaways Increased global defense spending and Exosens' leadership in advanced sensing technologies support strong and sustained demand across diversified end-markets. Expanded production capacity, product innovation, and financial flexibility position Exosens for long-term growth, operating efficiency, and enhanced profitability.
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€42.57
FV
5.8% undervalued
intrinsic discount
13.21%
Revenue growth p.a.
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9 days ago
author updated this narrative
Your Valuation for
EXENS
EXENS
Exosens
Your Fair Value
€
Current Price
€40.10
17.3% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-82m
737m
2015
2018
2021
2024
2025
2027
2030
Revenue €736.6m
Earnings €95.1m
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