AU · rank #3 · 2026-07-21
NANO
PARIS · EUR · $1.81B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.190 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.12 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $52.20 | +66.9% |
| Momentum acceleration 3-month minus 12-month momentum. | +11.82% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 5.00 |
| Gross margin TTM | +100.0% |
| 52w high | $47.66 |
| Market cap (USD) | $1.81B |
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 S.A. is a late-clinical-stage oncology biotechnology company developing its lead physics-based nanoparticle radioenhancer, NBTXR3 (JNJ-1900), for the treatment of solid tumors in partnership with Janssen.
Rationale
The quant model's 66.9% analyst upside and 100% positive revision agreement are fundamentally validated by positive Phase 2 CONVERGE lung cancer data, a €86.1 million capital raise, and a restructured Janssen agreement that removes late-stage trial funding obligations.
Material risks
- 1Binary clinical trial risk where the company's valuation is tied to the success of a single lead asset (NBTXR3) in pivotal trials, with no diversified revenue base to absorb potential clinical failures.
- 2Reliance on a single development partner (Janssen) for clinical execution and commercialization, exposing the company to strategic prioritization shifts or termination risks.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.