Exosens Shares Drop 1.48% but Show a 77% Increase Over the Year
The Exosens stock fell by 1.48% to €63.40 at midday this Thursday, after closing at €64.35 the previous day. The SBF 120, the benchmark index for the stock, fell by 0.22% to 6,291.86 points during the session. However, the performance remains strong over a year, with a +77% increase, and over 21% in the last three months.
This Thursday, Exosens released a technical document focused on its SWIR (Short-Wave Infrared) cameras designed for industrial and food sorting. The technology operates in the 900-1700 nm range and allows for the detection of defects and contaminations invisible to conventional sensors, by relying on the molecular signatures of materials. This release is part of the company's diversification strategy beyond just defense applications, which have supported its valuation since its IPO. As a reminder, the first quarter revenue published at the end of April showed an increase of 19.7% to €122.6 million, with an adjusted gross margin progressing by 20.1%. The Detection & Imaging segment, to which SWIR cameras belong, had shown a decrease in its margin rate, offset by amplification.
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The stock is currently priced at €63.40, slightly below the 50-day moving average of €64.40. The 200-day moving average remains much lower at €50.83, indicating a still very bullish long-term trend over six months. The RSI at 51 indicates neither overbought nor oversold conditions. The stock is in the lower part of the Bollinger Bands, with the lower boundary at €61.73. The identified support at €57.50 remains distant. Regarding analyst recommendations, Deutsche Bank had raised its target in mid-April. Three key dates are on the calendar: the general assembly 2026 on May 22, the half-year results on July 28, and the third quarter revenue on October 27. Today's session is part of a consolidation after the peak of €66.30 reached on May 4.
Porté par une dynamique commerciale soutenue, en particulier sur les marchés de la Défense et de la Surveillance, ainsi que par une solide exécution opérationnelle
Risks mentioned
Charge de dépréciation de la marque de 28,2 M€ pesant sur le résultat net publié, en baisse de 45,0 %
Incertitudes persistantes sur la recherche scientifique pesant sur la demande en Sciences de la Vie
Contraction de 60 points de base de la marge brute du segment Détection & Imagerie (mix produits)
Opportunities identified
Attribution par l'US Army du contrat IDIQ BiNOD ouvrant le marché américain de la défense
Plan d'expansion de +40 % des capacités de production d'ici 2027, premiers bénéfices au S2 2026
Acquisition d'Emberion, capteurs infrarouges SWIR à points quantiques
Outlook / guidance
Expected revenue: 530 millions d'euros
Expected EBITDA: 173 millions d'euros
Management commentary: chiffre d'affaires compris entre 520 millions d'euros et 540 millions d'euros ; • EBITDA ajusté compris entre 168 millions d'euros et 178 millions d'euros
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
