Exosens (EXENS) 주식 개요
엑소센스는 프랑스, 기타 유럽, 북미, 아시아, 오세아니아, 아프리카 및 전 세계에서 증폭, 감지 및 이미징 분야의 전기 광학 기술을 개발, 제조 및 판매하고 있습니다. 자세히 보기
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Analyst Price Targets
Capital Goods opportunity
Exosens 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | €65.30 |
| 52주 최고가 | €74.00 |
| 52주 최저가 | €32.70 |
| 베타 | 0 |
| 1개월 변동 | 0.15% |
| 3개월 변동 | 18.94% |
| 1년 변동 | 79.89% |
| 3년 변동 | n/a |
| 5년 변동 | n/a |
| IPO 이후 변동 | 190.22% |
최근 뉴스 및 업데이트
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.
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.Recent updates
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.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.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.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.
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).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.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).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.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).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).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.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.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.Calculating The Intrinsic Value Of Exosens (EPA:EXENS)
Oct 27
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.Exosens (EPA:EXENS) Seems To Use Debt Quite Sensibly
Sep 15Rising 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.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.Exosens (EPA:EXENS) Released Earnings Last Week And Analysts Lifted Their Price Target To €41.21
Aug 03Exosens' (EPA:EXENS) Intrinsic Value Is Potentially 26% Above Its Share Price
Jul 25Exosens (EPA:EXENS) Might Have The Makings Of A Multi-Bagger
Jul 06Exosens (EPA:EXENS) Seems To Use Debt Quite Sensibly
Jun 13Elevated 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 integratiMarket Participants Recognise Exosens' (EPA:EXENS) Revenues Pushing Shares 27% Higher
May 29€31.58 - That's What Analysts Think Exosens (EPA:EXENS) Is Worth After These Results
Mar 06Optimistic Investors Push Exosens (EPA:EXENS) Shares Up 37% But Growth Is Lacking
Mar 05Exosens' (EPA:EXENS) Intrinsic Value Is Potentially 96% Above Its Share Price
Feb 14주주 수익률
| EXENS | FR Aerospace & Defense | FR 시장 | |
|---|---|---|---|
| 7D | 2.2% | 1.8% | -1.8% |
| 1Y | 79.9% | 5.3% | -1.3% |
수익률 대 산업: EXENS은 지난 1년 동안 5.3%의 수익을 기록한 French Aerospace & Defense 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: EXENS은 지난 1년 동안 -1.3%를 기록한 French 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| EXENS volatility | |
|---|---|
| EXENS Average Weekly Movement | 7.4% |
| Aerospace & Defense Industry Average Movement | 6.8% |
| Market Average Movement | 5.3% |
| 10% most volatile stocks in FR Market | 10.2% |
| 10% least volatile stocks in FR Market | 2.8% |
안정적인 주가: EXENS는 지난 3개월 동안 French 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: EXENS의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1937 | 1,499 | Jerome Cerisier | www.exosens.com |
엑소센스는 프랑스, 유럽 전역, 북미, 아시아, 오세아니아, 아프리카 및 전 세계에서 증폭, 감지 및 이미징 분야의 전기 광학 기술을 개발, 제조 및 판매하고 있습니다. 이 회사는 이미지 증폭기 튜브, 자외선, 단파장 적외선, 가시광선-근적외선, 중파장 적외선 카메라 및 향상된 비전 장비, 이온 및 전자, 신틸레이션, 단일 광자 검출 제품, 엑스레이 부품, 중성자 이미징 제품, 과학 애플리케이션용 이미지 증폭기, 감마 및 중성자 검출기, 광물질 절연 확장 제품 등을 제공합니다. 또한 파워 튜브와 마이크로파 장치, 메탄 공기 중 감지 솔루션도 제공합니다.
Exosens 기초 지표 요약
| EXENS 기초 통계 | |
|---|---|
| 시가총액 | €3.31b |
| 순이익 (TTM) | €70.19m |
| 매출 (TTM) | €468.19m |
47.2x
주가수익비율(P/E)7.1x
주가매출비율(P/S)EXENS는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| EXENS 손익계산서 (TTM) | |
|---|---|
| 매출 | €468.19m |
| 매출원가 | €186.99m |
| 총이익 | €281.19m |
| 기타 비용 | €211.00m |
| 순이익 | €70.19m |
최근 보고된 실적
Dec 31, 2025
다음 실적 발표일
Jul 28, 2026
| 주당순이익(EPS) | 1.38 |
| 총이익률 | 60.06% |
| 순이익률 | 14.99% |
| 부채/자본 비율 | 56.1% |
EXENS의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Exosens 배당 일정 | |
|---|---|
| 배당락일 | May 27 2026 |
| 배당 지급일 | May 29 2026 |
| 배당락일까지 남은 일수 | 22 days |
| 배당 지급일까지 남은 일수 | 24 days |
EXENS는 안정적으로 배당을 지급합니까?
EXENS 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/04 08:09 |
| 종가 | 2026/05/04 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Exosens는 15명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Amelie Dueckelmann-Dublany | Berenberg |
| Aleksander Peterc | Bernstein |
| Laurent Gelebart | BNP Paribas |