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Thales S.A. Stock Price

ENXTPA:HO Community·€46.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 217 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

HO Share Price Performance

€0
-235.10 (-100.00%)
​
€295.16
Fair Value
€0
-235.10 (-100.00%)
​
Price €0
Tue, 11 Aug 26
Fair Value€295.16
Share Pricen/a

HO Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value €295.16 23.7% undervalued intrinsic discount

European Defense Expansion and Cyber Efforts Will Drive Aerospace and Space Opportunities

1users have liked this narrative
0users have commented on this narrative
98users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value €250 10.0% undervalued intrinsic discount

ESG Pressures And Supply Issues Will Impair Defense Prospects

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value €330 31.8% undervalued intrinsic discount

Global Aerospace, Defense And Cyber Trends Will Spur Progress

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
HO logo
Thales
23.7% undervalued intrinsic discount

European Defense Expansion and Cyber Efforts Will Drive Aerospace and Space Opportunities

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 11 Aug
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Thales
31.8% undervalued intrinsic discount

Global Aerospace, Defense And Cyber Trends Will Spur Progress

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AN
AnalystHighTarget
AnalystHighTarget
Updated 9 Jul
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HO logo
Thales
10.0% undervalued intrinsic discount

ESG Pressures And Supply Issues Will Impair Defense Prospects

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 1 Jun
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
HO logo

HO: Defence And Cyber Resilience Partnership Will Support Future Earnings And Execution Risks

Fair Value: €295.16 23.7% undervalued intrinsic discount
98 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
HO logo

HO: Defence Strength And Exail Acquisition Will Support Future Earnings Rerating

Fair Value: €330 31.8% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
HO logo

HO: Cyber And Tax Headwinds Will Restrain Defence And Cloud Upside

Fair Value: €250 10.0% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet and good value.

1 Risk
4 Rewards
View Full Analysis

Thales S.A. Key Details

€22.8b

Revenue

€16.7b

Cost of Revenue

€6.1b

Gross Profit

€4.6b

Other Expenses

€1.5b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
7.28
26.86%
6.55%
52.1%
View Full Analysis

About HO

Founded
1893
Employees
82111
CEO
Patrice Caine
WebsiteView website
www.thalesgroup.com

Thales S.A. provides various solutions in the defence and security, aerospace and space, and digital identity and security markets worldwide. The company offers advance air defence systems, combat systems, defence onboard electronics c4isr solutions, command and control solutions, mission and surveillance systems, airborne optronics, and airspace protection solutions; collaborative combat, intelligence, connectivity and cloud, country and force protection, military vehicle, collaborative artillery, and augmented soldier solutions; robotics and drones; above-water combat, unmanned maritime, and underwater warfare systems; naval support and services; and joint systems. It also provides mission-critical and radio communications; cyber defence and electronic warfare solutions; protection systems; unmanned aerial vehicle systems; digital transformation services; and Geonav IoT for real-time indoor/outdoor precise navigations. In addition, it offers digital identity and security solutions comprising banking and payment, data protection, digital identity, identity and access management, biometric, mobile, software monetization, secure IoT solutions, and IoT connecting and security solutions. Further, it provides air traffic management solutions; flight decks and avionics equipment and functions; in-flight entertainment, connectivity, and services; drone and navigation solutions; support and services for civil aviation; connectivity solutions; antennas; and solutions for internal and external aircraft lighting. It offers lasers; microwave and imaging sub-systems; microelectronic solutions; mobile satellite, environmental testing and evaluation laboratory, and training and simulation services; cryogenic technology and coolers; silicon security solutions; and designs, operates, and delivers satellite-based technologies. The company was formerly known as Thomson-CSF and changed its name to Thales S.A. in 2000. Thales S.A. was founded in 1893 and is based in Meudon, France.

Recent HO News & Updates

User avatar
Narrative Update • Aug 11

HO: Defence And Cyber Resilience Partnership Will Support Future Earnings And Execution Risks

Analysts have nudged their fair value estimate for Thales higher to about €295 from about €289, reflecting updated assumptions around revenue growth, profit margins and future P/E supported by a series of recent price target increases and rating upgrades across the Street. Analyst Commentary Recent Street research on Thales shows a mix of upbeat pricing moves and more balanced stances.

Recent updates

No updates

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