The French specialist in night vision and imaging technologies for defense significantly recovers in mid-morning trading. The stock climbs to the top of the broad Paris index, in a modestly advancing Parisian market. The rebound comes after a month of decline that had erased some of the gains accumulated over the past year.
Exosens shares gain 3.19% to €58.15, leading the SBF 120 while the broad index only advances by 0.19%. This movement allows the stock to rise above its MM20 at €57.10 (a gap of +1.84%), a threshold that had been lost in recent weeks. The MM200 at €55.85 also remains below the current price, providing a cushion of 4.12%. However, the MM50 at €59.80 remains above the price, at 2.76%: it continues to be the next milestone to watch to validate a more pronounced recovery.
The RSI at 44 remains in the neutral zone, leaving room before any overbought signal. Despite this rebound, the stock still shows a decline of 3.25% over one month and 11.15% over three months, a reminder of the correction experienced since spring. On the other hand, the performance over a year remains solid, at +41.14%.
A Favorable Defense Context Following the Czech Contract in Late June
Free · Every morning
Technical market signals, before the opening bell.
Bullish and bearish momentum, analyst changes, stocks to watch — automatically computed from Euronext data.
✓ Before 9 AM every morning✓ Euronext data✓ AI-powered analysis
You're in — subscription confirmed!
Your first edition is on its way. Check your spam folder and add us to your contacts.
An error occurred.
Indicative data. No investment advice. Unsubscribe at any time.
Gratuit · chaque matin
Ne ratez plus rien sur vos actions
La tendance derrière les cours. L'essentiel des valeurs Euronext en quelques minutes.
📈les valeurs en mouvement, sur la durée
🎯les objectifs d'analystes qui évoluent
📰les actualités qui font bouger les cours
tendance · 6 séances
✓ C'est fait, vous êtes inscrit !
Votre première édition arrive bientôt. Pensez à vérifier vos spams.
Une erreur est survenue.
CAC 40 · SBF 120 · données indicatives · aucun conseil en investissement · désinscription à tout moment.
This environment generally supports European defense stocks, a segment in which Exosens is positioned through its image intensifier tubes and imaging components. As a reminder, the company secured a multi-year contract with the Czech armed forces at the end of June, involving about 17,000 components deliverable until 2032, the largest order ever placed by Prague in this field. The group also obtained a credit facility of 140 million euros from the European Investment Bank to fund its R&D activities. From a stock trajectory perspective, the reconquest of the MM20 is a first signal; the resistance at €61.90, close to the MM50, remains the next identified threshold.
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.