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Exosens Stock Price

ENXTPA:EXENS Community·€3.1b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 32 Fair Values set on narratives written by author

EXENS Share Price Performance

€62.10
24.65 (65.82%)
€67.13
Fair Value
€62.10
24.65 (65.82%)
7.5% undervalued intrinsic discount
€67.13
Fair Value
Price €62.10
AnalystConsensusTarget €67.13
AnalystHighTarget €75.00
AnalystLowTarget €59.30

EXENS Community Narratives

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Fair Value €67.13 7.5% undervalued intrinsic discount

EXENS: Defense Sector Demand And Shareholder Shift Will Shape Outlook

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·
Fair Value €75 17.2% undervalued intrinsic discount

Accelerated Digitization And Expanding Defense Spending Will Spur Sensor Demand

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2users have followed this narrative
·
Fair Value €59.3 4.7% overvalued intrinsic discount

Geopolitical Instability Will Pressure Global Defense Margins

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€59.3
4.7% overvalued intrinsic discount
Revenue
12.92% p.a.
Profit Margin
16.75%
Future PE
32.63x
Price in 2029
€72.98
€67.13
7.5% undervalued intrinsic discount
Revenue
13.61% p.a.
Profit Margin
17.96%
Future PE
33.91x
Price in 2029
€82.81

Trending Discussion

No trending discussion available.

Updated Narratives

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EXENS: Future Defense Contracts And Funding Will Test Fair Current Pricing

Fair Value: €59.3 4.7% overvalued intrinsic discount
0 users have set this as their fair value
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EXENS: Defense Backlog And Higher P E Range Will Support Upside

Fair Value: €67.13 7.5% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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EXENS: Defense Demand And Record Year Will Support Future Earnings Power

Fair Value: €75 17.2% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative

Snowflake Analysis

Solid track record with reasonable growth potential.

1 Risk
3 Rewards

Exosens Key Details

€468.2m

Revenue

€187.0m

Cost of Revenue

€281.2m

Gross Profit

€211.0m

Other Expenses

€70.2m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jul 28, 2026
1.38
60.06%
14.99%
56.1%
View Full Analysis

About EXENS

Founded
1937
Employees
1499
CEO
Jerome Cerisier
WebsiteView website
www.exosens.com

Exosens, together with its subsidiaries, develops, manufactures, and sells electro-optical technologies in France, Europe, North America, Asia, and internationally. It operates in two segments, Amplification and Detection and Imaging. The company offers image intensifier tubes; cameras, sensors, modules and cores, and imaging systems and solutions, including UV missile warning solution, atmospheric sounder, and spectroradiometer; and detection and imaging products for ions and electrons, photons, and neutrons, as well as micro pore optics and components, such as phosphor screens, resistive glass products, microchannel plates, and electron generator arrays. It also provides bare and energy compensated Geiger- Müller tubes; gamma and neutron detectors; mineral insulated extensions; and silicon photodiodes, as well as methane airborne detection solutions. The company sells its products under the Exosens, Photonis, Xenics, Telops, El-Mul, and Noxant brand names. It serves defense and surveillance, life sciences and environment, industrial control, and nuclear markets. The company was founded in 1937 and is headquartered in Mérignac, France.

Recent EXENS News & Updates

Narrative Update 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.
Narrative Update 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.

Recent updates

No updates