Added to YB: 2026-09-14
Pitch date: 2026-09-10
EXENS.PA [bullish]
Exosens
Author Info
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Company Info
Exosens, together with its subsidiaries, develops, manufactures, and sells electro-optical technologies in France, Europe, North America, Asia, and internationally.
Market Cap
EUR 2.9B
Pitch Price
N/A
Price Target
65.00
Dividend
0.53%
EV/EBITDA
28.09
P/E
51.00
EV/Sales
6.11
Sector
Aerospace and Defense
Category
growth
The Light Amplification Citadel: Why NATO Cannot Fight in the Dark Without Exosens
EXENS.PA: Exosens is Europe’s sole industrial manufacturer of high-performance, ITAR-free image-intensifier tubes, with contracted rearmament demand and 40% capacity growth planned by 2027 supporting the thesis. H1 2026 revenue rose 15.3% and adjusted EBITDA margin reached 33.0%; at €56.25, the €65 target offers 15.6% upside. Key risks are US cleanroom yields, export-licensing delays and concentrated OCCAR/Theon exposure.
Read full article (5 min)