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ExosensENXTPA:EXENS Aktierapport

Marknadsvärde €2.8b
Aktiekurs
n/a
1Y30.4%
7D-9.3%
1D-4.8%
Portföljens värde
Utsikt

Exosens

ENXTPA:EXENS Aktierapport

Börsvärde: €2.8b

Exosens (EXENS) Aktievy

Exosens bedriver utveckling, tillverkning och försäljning av elektrooptiska teknologier inom områdena förstärkning, detektion och bildbehandling i Frankrike, övriga Europa, Nordamerika, Asien, Oceanien, Afrika och internationellt. Mer information

EXENS fundamental analys
Snöflinga Score
Värdering3/6
Framtida tillväxt4/6
Tidigare resultat5/6
Finansiell hälsa4/6
Utdelningar0/6

EXENS Community Fair Values

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Exosens Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Exosens
Historiska aktiekurser
Aktuell aktiekurs€55.15
52 veckors högsta€74.00
52 veckors lägsta€36.20
Beta0.77
1 månads förändring-14.43%
3 månaders förändring-6.21%
1 års förändring30.38%
3 års förändringn/a
5 års förändringn/a
Förändring sedan börsintroduktionen145.11%

Senaste nyheter och uppdateringar

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
User avatar
Ny berättelse 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 integrati
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Aktieägarnas avkastning

EXENSFR Aerospace & DefenseFR Marknad
7D-9.3%2.8%-1.2%
1Y30.4%13.9%6.4%

Avkastning vs industri: EXENS översteg French Aerospace & Defense branschen som gav 13.9 % under det senaste året.

Avkastning vs Marknaden: EXENS översteg French marknaden som gav 6.4 % under det senaste året.

Prisvolatilitet

Is EXENS's price volatile compared to industry and market?
EXENS volatility
EXENS Average Weekly Movement6.1%
Aerospace & Defense Industry Average Movement6.5%
Market Average Movement5.2%
10% most volatile stocks in FR Market10.7%
10% least volatile stocks in FR Market2.7%

Stabil aktiekurs: EXENS har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för French.

Volatilitet över tid: EXENS s veckovolatilitet ( 6% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
19371,499Jerome Cerisierwww.exosens.com

Exosens bedriver utveckling, tillverkning och försäljning av elektrooptiska teknologier inom områdena förstärkning, detektion och bildbehandling i Frankrike, övriga Europa, Nordamerika, Asien, Oceanien, Afrika och internationellt. Företaget erbjuder bildförstärkarrör, kameror för ultraviolett, kort- och långvågigt infrarött, synligt - nära infrarött och mellanvågigt infrarött samt utrustning för förbättrad syn, produkter för detektion av joner och elektroner, scintillation och enstaka fotoner, röntgenkomponenter, produkter för neutronisk avbildning och bildförstärkare för vetenskapliga tillämpningar samt gamma- och neutrondetektorer och mineralisolerade förlängningar. Företaget tillhandahåller även effektrör och mikrovågsenheter samt lösningar för luftburen metandetektion.

Exosens Sammanfattning av grunderna

Hur förhåller sig Exosens:s resultat och omsättning till dess börsvärde?
EXENS grundläggande statistik
Börsvärde€2.80b
Vinst(TTM)€70.19m
Intäkter(TTM)€468.19m
39.8x
P/E-förhållande
6.0x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
EXENS resultaträkning (TTM)
Intäkter€468.19m
Kostnad för intäkter€186.99m
Bruttovinst€281.19m
Övriga kostnader€211.00m
Intäkter€70.19m

Senast redovisade vinst

Dec 31, 2025

Nästa vinstdatum

Jul 28, 2026

Vinst per aktie (EPS)1.38
Bruttomarginal60.06%
Nettovinstmarginal14.99%
Skuld/egenkapitalförhållande56.1%

Hur har EXENS utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

0.5%
Aktuell utdelningsavkastning
22%
Utbetalningskvot

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/24 14:53
Aktiekurs vid dagens slut2026/06/24 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Exosens bevakas av 15 analytiker. 10 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Amelie Dueckelmann-DublanyBerenberg
Aleksander PetercBernstein
Laurent GelebartBNP Paribas