STIF shares soar 18% after signing a first contract with SpaceX
The stock rebounds sharply during the session following a commercial announcement in the space sector. The rise comes after several months of decline, since Tesla excluded the group's products from its new energy storage model.
A first contract with SpaceX opens a breach in a difficult quarter
The STIF share gains 18.06% to €18.89 during the session, after closing the previous day at €16. The manufacturer of bulk handling components and explosion protection systems announced on November 2 a first contract with SpaceX, worth approximately €1 million, covering its Vigiflap check valves.
The amount remains modest, but it adds a client from the space sector to a portfolio that has been losing its main outlet in battery energy storage since October: Tesla USA chose other safety systems for its Megapack 3, without STIF products.
When the H1 2026 results were published on October 1, the group forecast revenue of €110 million for next year and EBITDA of €18 million, explicitly citing this slowdown in deliveries to Tesla.
The rebound of the day takes place in a stock that is still down 63.7% over three months, so it only partially offsets this decline.
The stock recovers its MM20 but remains far from its long-term averages
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.
In terms of moving averages, the session brought the price to 17.6% above the MM20, located at €16.06. The two other benchmarks remain out of reach: the MM50 (€33.10) is nearly 43% above the price, and the MM200 (€49.13) is more than 61% above.
The RSI at 40 leaves the stock far from the oversold zone it had fallen into at the end of October, when the indicator had dropped to 13 with a price below €14.50.
The stock thus gains 28.94% over the week, following this low point. It had already experienced marked rebounds this year, notably 7.13% in early May.
The €13.92 support remains the floor to watch, while the €46.60 resistance is very distant. The group is also continuing its €10 million share buyback program, announced in November 2025.
SectorMachines et équipements industriels›Machines / équipements industriels
Free · every morning · before 9am
Never miss a move on your stocks
The trend behind the prices · Euronext
✓ You're in! Check your spam folder.
An error occurred.
Context
Period
Period: S1 2026
Key reported figures
Revenue: 55,3 millions d'euros
Quarterly revenue: 55,3 millions d'euros
EBITDA: 12,6 millions d'euros
EBITDA margin: 22,8 %
Net income: 7,5 millions d'euros
26,3 millions d'euros
Guidance from the release
Cette évolution des ventes et de la rentabilité opérationnelle est principalement liée à un ralentissement des livraisons pour Tesla à compter de la fin du 2ème semestre 2026. / Le Groupe informe que Tesla USA a choisi pour son nouveau modèle de BESS, le MEGAPACK 3, d'autres systèmes de sécurité qui n'incluent pas les produits STIF.
Risks mentioned
Effet de change globalement défavorable à hauteur de -1,5 M€.
Opportunities identified
Intégration des acquisitions de Stuvex et BOSS Products réalisées en 2025.
Demande toujours élevée de la part d'acteurs majeurs du marché du stockage d'énergie par batterie.
Outlook / guidance
Expected revenue: 110 millions d'euros
Expected EBITDA: 18 millions d'euros
Management commentary: STIF vise pour l'ensemble de l'exercice 2026 un chiffre d'affaires autour de 110 M€ et un EBITDA autour de 18 M€, soit une marge d'EBITDA d'environ 18%.
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.