Update shared on 13 Nov 2025
Fair value Increased 2.05%Analysts have raised their price target for Exosens from $48.67 to $49.67, citing improved revenue growth forecasts and a slightly lower discount rate as key factors behind the increase.
What's in the News
- Theon International Plc entered into a definitive agreement to acquire a 9.8% stake in Exosens for approximately €270 million, making Theon the second largest shareholder upon completion. The deal is expected to close in early Q1 2026, subject to regulatory notifications. (Key Developments)
- Exosens signed a contract with the Spanish Ministry of Defense to supply 17,000 night vision monoculars equipped with its 16 mm 4G intensifier tubes. Deliveries are scheduled from 2025 to 2028. This marks the first large-scale acquisition by the Spanish Armed Forces to modernize night vision capabilities. (Key Developments)
- Exosens launched its new 5G image intensifier tube, which delivers a 30% increase in performance and up to 35% longer detection ranges compared to existing technologies. The innovation aims to become the new standard for night vision in European armed forces. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has risen slightly from €48.67 to €49.67.
- Discount Rate has fallen moderately from 7.26% to 7.04%.
- Revenue Growth Forecast has increased from 12.95% to 13.66%.
- Net Profit Margin projection has decreased marginally from 17.26% to 17.11%.
- Future P/E Ratio has edged up from 27.96x to 28.08x.
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