Analyst Upside

AU · rank #7 · 2026-07-20

NANO

PARIS · EUR · $1.91B (USD)

SignalHold
verdict · CAUTION

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Composite score
Z-score blend of all factors below.
1.768
EPS revisions (30d)
Change in consensus EPS estimate over the past 30 days ($/share).
+$0.12
Net revisions (30d)
Number of analysts revising upward minus downward.
1
Insider signal (90d)
Analyst upside
Consensus target $52.20
+58.4%
Momentum acceleration
3-month minus 12-month momentum.
+18.85%
Analyst rating
5 = Strong Buy, 1 = Strong Sell.
Gross margin TTM+100.0%
52w high$47.66
Market cap (USD)$1.91B

The AI research card

Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.

Summary

Nanobiotix is a late-stage French biotech developing the radioenhancer NBTXR3 (JNJ-1900) with Johnson & Johnson, plus a second nanoparticle delivery platform called Curadigm.

Rationale

The screen is reinforced by clear analyst upside, recent upward EPS revisions, unanimous revision agreement, and improving clinical/news flow after positive CONVERGE data and a materially stronger cash runway from the recent financings.

Material risks

  • 1NBTXR3 still hinges on late-stage trial success and J&J execution, so any Phase II/III setback or partnership reprioritization would quickly compress the upside case.
  • 2Nanobiotix remains pre-commercial with no product revenue backlog, so the stock can still trade more on biotech sentiment and dilution/risk capital than on recurring fundamentals.

AI verdict council

Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.

OpenAI
Proceed
Claude
Caution
Gemini
Error