Exosens (EXENS) Resumen de Acciones
Exosens se dedica al desarrollo, la fabricación y la venta de tecnologías electroópticas en los campos de la amplificación y la detección e imagen en Francia, el resto de Europa, Norteamérica, Asia, Oceanía, África y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 5/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 4/6 |
| Dividendos | 0/6 |
EXENS Community Fair Values
Create NarrativeSee what 33 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Exosens
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | €58.90 |
| Máximo en las últimas 52 semanas | €74.00 |
| Mínimo de 52 semanas | €40.00 |
| Beta | 0.85 |
| Cambio en 1 mes | -5.38% |
| Variación en 3 meses | -2.00% |
| Cambio de 1 año | 41.59% |
| Variación en 3 años | n/a |
| Variación en 5 años | n/a |
| Variación desde la OPV | 161.78% |
Noticias y actualizaciones recientes
Recent updates
Actualización de narrativa • Jul 08
EXENS: Future Defense Contracts And Funding Will Test Fair Current Pricing
Analysts have nudged their view on Exosens higher, with the latest price targets moving toward about €60 as they adjust fair value assumptions and P/E expectations in light of recent research. Analyst Commentary Recent research on Exosens points to a more measured stance, with price targets converging around €60 and ratings that lean toward a wait and see approach rather than a clear conviction call.
Actualización de narrativa • Jun 23
EXENS: Defense Backlog And Higher P E Range Will Support Upside
Analysts have lifted their price targets for Exosens, with recent increases to around €60. This reflects updated assumptions on discount rates and P/E multiples in their models, while keeping fair value estimates broadly stable.
Actualización de narrativa • Jun 07
EXENS: Defense Demand And Record Year Will Support Future Earnings Power
Narrative Update on Exosens Exosens' analyst price target has moved higher to €60, reflecting analysts' updated views that align with recent target increases from firms such as Deutsche Bank and Berenberg, alongside slightly revised assumptions for revenue growth, profit margins and future P/E. Analyst Commentary Recent research shows a cluster of higher price targets on Exosens, with the consensus figure now centered around €60.Actualización de narrativa • May 24
EXENS: Defense Contracts And Higher Future P E Assumptions Will Support Future Earnings Power
Analysts have raised their average price targets on Exosens to a range of €55 to €71, and your updated fair value narrative remains at €75. This change is supported by revised assumptions that include slightly higher revenue growth, a higher future P/E, and an updated discount rate.Actualización de narrativa • May 09
EXENS: Defense Backlog And Higher P E Range Will Shape Upside Outlook
Exosens' updated analyst price target has edged higher by about €0.30, with the adjustment supported by recent target increases from Berenberg, JPMorgan, Deutsche Bank and Citi. These changes reflect refreshed assumptions on growth, profitability and P/E multiples.Actualización de narrativa • Apr 24
EXENS: Defense Backlog And Rich P E Will Shape Balanced Outlook
Exosens' analyst price target has been lifted, with the fair value estimate moving by €2 to €66.83 as analysts broadly raise their targets into a future P/E of about 32.8x, citing updated views reflected in recent price target increases from multiple banks. Analyst Commentary Recent research points to a cluster of higher targets around the current fair value estimate, with price objectives now ranging from €55 to €71.Actualización de narrativa • Apr 10
EXENS: Defense Contracts And Higher Future P E Assumptions Will Support Earnings Power
Exosens' updated analyst price target has shifted from €61.00 to €75.00. This reflects analysts' revised fair value views, supported by a series of recent target increases from major banks citing their latest assessments on growth, profitability and P/E assumptions.Actualización de narrativa • Mar 27
EXENS: Defense Backlog And New Shareholder Support Will Shape Balanced Outlook
Exosens' analyst price targets have moved higher, with recent updates ranging from about €55 to €71 as analysts factor in their latest views on growth, margins and valuation multiples, while the model's fair value estimate remains steady at €64.83. Analyst Commentary Recent Street research on Exosens clusters around higher price targets in a relatively tight band, giving you a clearer sense of how the market is framing potential risk and reward.Actualización de narrativa • Mar 12
EXENS: Defense Contracts And New Shareholder Support Will Underpin Measured Outlook
Exosens' analyst price target has been revised higher to €64.83 from €51.33, reflecting updated assumptions on revenue growth, profit margins, and future P/E in line with recent price target increases from several banks including JPMorgan, Deutsche Bank, Citi, and Berenberg. Analyst Commentary Recent research shows a cluster of higher price targets on Exosens, with JPMorgan at the upper end and several other banks setting targets in a similar range.Actualización de narrativa • Feb 22
EXENS: Future Defense Contracts Will Still Reveal Extended Overvaluation Risk
Analysts have nudged their price target on Exosens slightly higher to €39.06 from €38.30, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E, which together support a modest uplift in estimated fair value. What's in the News Theon International completed the acquisition of a 9.8% stake in Exosens for about €268.7 million at €54 per share, making Theon the second largest shareholder after Groupe HLD, following regulatory clearances and closing on January 7, 2026 (Key Developments).Actualización de narrativa • Feb 07
EXENS: Defense Contracts And New Shareholder Support Will Strengthen Future Earnings Power
Analysts have maintained their price target for Exosens at €61.00. They cite only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, which they view as offsetting one another.Actualización de narrativa • Jan 24
EXENS: Long Term Defense Contracts Will Drive Future Earnings Power Higher
Analysts now set their fair value estimate for Exosens at $61.00, compared with the prior $60.00, citing adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E as key drivers of the change. What's in the News Theon International Plc completed the acquisition of a 9.8% stake in Exosens for approximately €268.7 million at €54 per share, becoming the second largest shareholder after Groupe HLD (M&A Transaction Closings).Actualización de narrativa • Jan 10
EXENS: Future Defense Contracts Will Expose Overvaluation Risk Despite Extended Supply Agreement
Analysts have raised their price target on Exosens to about $38.30 from $33.50, citing updated assumptions for fair value, discount rate, revenue, profit margin and future P/E that they see as better reflecting the company’s current outlook. What's in the News Theon International completed the acquisition of a 9.8% stake in Exosens from Invest Gamma, HLD Europe S.C.A. and Invest Prince Henri SCA for about €268.7 million at €54 per share.Actualización de narrativa • Dec 26
EXENS: German Defense Contract Will Drive Earnings Power Higher
Analysts have raised their price target on Exosens from 50.50 dollars to 60.00 dollars, citing expectations for slightly faster revenue growth, modestly higher profit margins, and a richer future earnings multiple supported by a marginally lower discount rate. What's in the News Exosens and Theon International secured a landmark OCCAR contract to supply 100,000 Mikron binocular devices embedding 200,000 16mm tubes for the German Armed Forces and additional devices for Belgium, a deal valued at more than EUR 500 million and described as likely the largest night vision contract ever concluded globally (Key Developments).Actualización de narrativa • Dec 12
EXENS: Extended Defense Contracts And Equity Stake Will Support Steady Outlook
Analysts have raised their price target on Exosens from approximately $49.67 to $51.33, citing a modestly lower discount rate and slightly higher expected future valuation multiples, despite marginally softer revenue growth and profit margin assumptions. What's in the News Exosens and Theon International extended their long term commercial agreement for Image Intensifier Tubes by three years to cover potential deliveries through 2030, with Theon set to convert 2027 and 2028 options into firm orders and increase its annual purchase volumes (company announcement).Actualización de narrativa • Nov 28
EXENS: Major Defense Contract Will Drive Demand Momentum Through 2028
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.Actualización de narrativa • Nov 13
EXENS: Recent Stake Acquisition and Defense Contract Will Shape Outlook Through 2028
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.Actualización de narrativa • Oct 30
EXENS: Defense Sector Demand And Shareholder Shift Will Shape Outlook
Analysts have raised their price target for Exosens from $47.56 to $48.67, citing incremental improvements in revenue growth, profit margins, and future earnings expectations. What's in the News Theon International Plc has entered into a definitive agreement to acquire a 9.8% stake in Exosens for approximately €270 million, which would make Theon the second largest shareholder, pending regulatory approval.Artículo de análisis • Oct 27
Calculating The Intrinsic Value Of Exosens (EPA:EXENS)
Key Insights Exosens' estimated fair value is €53.11 based on 2 Stage Free Cash Flow to Equity Exosens' €47.50 share...Actualización de narrativa • Oct 16
Rising NATO Spending Will Boost Night Vision And Advanced Sensing
Analysts have raised their price target for Exosens from $45.50 to $47.56, citing expectations of slightly stronger revenue growth and higher future valuation multiples. What's in the News Theon International Plc has agreed to acquire a 9.8% stake in Exosens for approximately €270 million, becoming the company's second largest shareholder.Artículo de análisis • Sep 15
Exosens (EPA:EXENS) Seems To Use Debt Quite Sensibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Actualización de narrativa • Sep 10
Rising NATO Spending Will Boost Night Vision And Advanced Sensing
Despite a reduction in consensus revenue growth forecasts, the valuation multiple for Exosens SAS has increased, driving the analyst price target up from €42.57 to €45.50. What's in the News Exosens announces a share repurchase program of up to 240,000 shares, intended to cover performance share plans for employees, with an expiration date of October 31, 2025.Actualización de narrativa • Aug 08
Rising NATO Spending Will Boost Night Vision And Advanced Sensing
With no significant changes in Exosens' discount rate or future P/E, the consensus analyst price target remained steady at €42.57. What's in the News Exosens announces a share repurchase program for up to 240,000 shares, with repurchased shares to be used for employee performance share plans and offer expiring on October 31, 2025.Artículo de análisis • Aug 03
Exosens (EPA:EXENS) Released Earnings Last Week And Analysts Lifted Their Price Target To €41.21
It's been a good week for Exosens ( EPA:EXENS ) shareholders, because the company has just released its latest...Artículo de análisis • Jul 25
Exosens' (EPA:EXENS) Intrinsic Value Is Potentially 26% Above Its Share Price
Key Insights The projected fair value for Exosens is €50.06 based on 2 Stage Free Cash Flow to Equity Current share...Artículo de análisis • Jul 06
Exosens (EPA:EXENS) Might Have The Makings Of A Multi-Bagger
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Artículo de análisis • Jun 13
Exosens (EPA:EXENS) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Nueva narrativa • Jun 08
Elevated Defense Spending Will Challenge Overvaluation And Unleash Upside
Growth and profitability expectations rely on sustained global defense spending, rapid demand capture, and seamless operational execution, making them vulnerable to defense cycle shifts and integratiArtículo de análisis • May 29
Market Participants Recognise Exosens' (EPA:EXENS) Revenues Pushing Shares 27% Higher
Exosens ( EPA:EXENS ) shares have continued their recent momentum with a 27% gain in the last month alone. Longer-term...Artículo de análisis • Mar 06
€31.58 - That's What Analysts Think Exosens (EPA:EXENS) Is Worth After These Results
The investors in Exosens 's ( EPA:EXENS ) will be rubbing their hands together with glee today, after the share price...Artículo de análisis • Mar 05
Optimistic Investors Push Exosens (EPA:EXENS) Shares Up 37% But Growth Is Lacking
Exosens ( EPA:EXENS ) shares have continued their recent momentum with a 37% gain in the last month alone. Longer-term...Artículo de análisis • Feb 14
Exosens' (EPA:EXENS) Intrinsic Value Is Potentially 96% Above Its Share Price
Key Insights The projected fair value for Exosens is €42.30 based on 2 Stage Free Cash Flow to Equity Exosens' €21.56...Rentabilidad de los accionistas
| EXENS | FR Aerospace & Defense | Mercado FR | |
|---|---|---|---|
| 7D | 5.3% | 1.5% | -0.1% |
| 1Y | 41.6% | 6.1% | -0.8% |
Rentabilidad vs. Industria: EXENS superó a la industria French Aerospace & Defense, que obtuvo un rendimiento del 6.1% el año pasado.
Rentabilidad vs. Mercado: EXENS superó al mercado French, que obtuvo un rendimiento del -0.8% el año pasado.
Volatilidad de los precios
| EXENS volatility | |
|---|---|
| EXENS Average Weekly Movement | 5.7% |
| Aerospace & Defense Industry Average Movement | 4.7% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in FR Market | 8.7% |
| 10% least volatile stocks in FR Market | 2.2% |
Precio estable de las acciones: EXENS no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado French.
Volatilidad a lo largo del tiempo: La volatilidad semanal de EXENS (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1937 | 2,000 | Jerome Cerisier | www.exosens.com |
Exosens se dedica al desarrollo, la fabricación y la venta de tecnologías electroópticas en los campos de la amplificación y la detección e imagen en Francia, el resto de Europa, Norteamérica, Asia, Oceanía, África y a escala internacional. Ofrece tubos intensificadores de imagen; cámaras ultravioleta, infrarrojas de onda corta y larga, visibles - infrarrojas cercanas e infrarrojas de onda media, así como equipos de visión mejorada; productos de detección de iones y electrones, centelleo y fotón único; componentes de rayos X, productos de imagen neutrónica e intensificadores de imagen para aplicaciones científicas; y detectores gamma y de neutrones, y extensiones con aislamiento mineral. La empresa también suministra tubos de potencia y dispositivos de microondas; y soluciones de detección de metano en el aire.
Resumen de fundamentos de Exosens
| Estadísticas fundamentales de EXENS | |
|---|---|
| Capitalización bursátil | €2.77b |
| Beneficios(TTM) | €55.92m |
| Ingresos (TTM) | €501.78m |
53.6x
Ratio precio-beneficio (PE)6.0x
Ratio precio-ventas (PS)¿Está EXENS sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de EXENS | |
|---|---|
| Ingresos | €501.78m |
| Coste de los ingresos | €200.08m |
| Beneficio bruto | €301.70m |
| Otros gastos | €245.78m |
| Beneficios | €55.92m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
Oct 27, 2026
| Beneficios por acción (BPA) | 1.10 |
| Margen bruto | 60.13% |
| Margen de beneficio neto | 11.14% |
| Ratio deuda/patrimonio | 55.8% |
¿Cómo se ha desempeñado EXENS a largo plazo?
Ver rendimiento histórico y comparativaDividendos
0.5%
Rentabilidad actual por dividendo27%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/17 17:36 |
| Precio de las acciones al final del día | 2026/09/17 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Exosens está cubierta por 15 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Amelie Dueckelmann-Dublany | Berenberg |
| Aleksander Peterc | Bernstein |
| Laurent Gelebart | BNP Paribas |