EXOSENS Stock Continues Its Rally, Driven by Defense and Industrial Focus
The specialist in night vision and imaging technologies for defense continues its rally at midday, on the same day as its annual general meeting. The stock thus extends an upward sequence that began last week, after a turbulent May. The recent momentum is fueled by the group's industrial announcements and a confirmed appetite for defense stocks.
Exosens stock is up 1.8% at €65.15, extending the 6.6% surge recorded the previous day. The stock of the Mérignac-based manufacturer reacts to the announcement of doubling its production capacity of cooled infrared cameras by 2026, revealed on May 20. The group targets long-range anti-drone systems and surveillance, two segments driven by global defense demand. This industrial ramp-up extends the commercial trajectory outlined in the first quarter, with a revenue increase of 19.7% to €122.6 million. The annual general meeting is held this Friday, May 22. Over one year, the stock now shows a 65.57% increase, despite the early month's downturn.
The Rebound Brings the Price Above All Moving Averages, Below the €66.65 Resistance
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The stock is trading above the MM20 (€61.65) with a gap of 5.68%, and also moves back above the MM50 at €63.79. The MM200 remains far behind, at €51.89, representing a gap of more than 25% which illustrates the underlying slope of the file over the year. The RSI at 56 indicates a return to the neutral zone, after entering an oversold state in early May at €57.30. The price is now approaching the resistance of €66.65, already tested at the end of April after the quarterly results. Exceeding this would refer back to the May peak at €66.30. The Paris market remains buoyant, with the SBF 120 gaining 0.51% at 6,181 points.
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.
