Exosens Shares Drop 3.6%, Among the Largest Declines in the SBF 120
The French specialist in night vision and imaging technologies for defense experiences a sharp correction at midday. The decline follows a bullish trend over recent weeks, highlighted by several industrial announcements.
Exosens Falls Below the €66.65 Threshold After an Annual Rally of 48%
Exosens shares are down 3.61% at €64.15 in mid-session, while the SBF 120 is up 0.60% at 6,234.32 points. The stock is among the biggest losers in the index, going against a generally positive Parisian market trend. This movement breaks from the recent momentum: last week, the stock had broken through its resistance at €66.65 following several industrial announcements, including joining the European SPIRIT project on infrared detection. The consolidation today extends the profit-taking movement that began yesterday, after an annual gain close to 48%. Over three months, the increase remains limited to 2.97%, indicating that the bulk of the rally occurred over the last twelve months.
The Stock Remains Above Its Moving Averages Despite Today's Decline
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Despite the drop, Exosens maintains a significant technical cushion: the price is above the MM20 (€62.27, a gap of +3.02%) and the MM50 (€63.32), while the MM200 at €52.79 is significantly lower (a gap of +21.52%), indicating the strength of the underlying trend. The RSI at 57 remains neutral, with no overbought or oversold signals, leaving room before a possible test of the support at €56.45. The sectoral context also weighs in: Brent is trading around $94 amid tensions in the Middle East, and several Parisian defense stocks are pausing after their recent rally. Industrial announcements continue (doubling of the production capacity of cooled infrared cameras by 2026, integration of Micro Pore optics on the ESA's SMILE mission), confirming a busy industrial agenda. The €66.65 threshold, once broken and now lost, becomes a technical lock to watch in the short term.
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.
