Update shared on 28 Nov 2025
Analysts have slightly adjusted their price target for Exosens, maintaining it at $49.67. The updated expectations reflect a marginal decrease in projected revenue growth, which is offset by a modest improvement in anticipated profit margins.
What's in the News
- Theon International Plc entered a definitive agreement to acquire a 9.8% stake in Exosens for approximately €270 million, making Theon the second largest shareholder after Groupe HLD. The deal is expected to close in early Q1 2026, pending regulatory notifications. (Key Developments)
- Exosens secured a contract with the Spanish Ministry of Defense for the supply of 17,000 night vision monoculars featuring 16 mm 4G intensifier tubes. These are scheduled to be delivered from 2025 to 2028, further solidifying its role as a key supplier to Spanish Forces. (Key Developments)
- The new contract with Spain is the first major acquisition of night vision capabilities by the Spanish Armed Forces in recent years. This supports Spain’s goal to increase its defense budget to 2% of GDP. (Key Developments)
- Exosens launched its 5G image intensifier tube, which offers a 30% improvement in performance and up to 35% longer detection ranges compared to previous models. (Key Developments)
- The new 5G tube technology, developed entirely in France, is positioned to become the new standard for night vision among European and allied armed forces. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target remains unchanged at $49.67.
- Discount Rate has risen slightly, increasing from 7.04% to 7.05%.
- Revenue Growth expectations have fallen modestly, changing from 13.66% to 13.04%.
- Net Profit Margin is expected to increase from 17.11% to 17.66%.
- Future P/E ratio declined slightly, moving from 28.08x to 27.67x.
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