AU · rank #4 · 2026-07-22
NANO
PARIS · EUR · $1.93B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.152 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.12 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $52.20 | +56.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +12.10% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 5.00 |
| Gross margin TTM | +100.0% |
| 52w high | $47.66 |
| Market cap (USD) | $1.93B |
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 nanoparticle radioenhancer, NBTXR3, for solid tumors under a global licensing partnership with Janssen.
Rationale
The 56.3% analyst upside and 100% revision agreement are validated by a Janssen license amendment that removed late-stage funding obligations and positive Phase 2 CONVERGE data.
Material risks
- 1Extreme partner concentration and execution risk, as near-term commercial success and milestone payments depend entirely on Janssen's development of NBTXR3.
- 2Shareholder dilution from the June 2026 global equity offering which raised approximately €86.1 million.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.