← Analyst Upside
AU · rank #2 · 2026-07-23
NANO
PARIS · EUR · $2.02B (USD)
SignalStrong Buy9.1strength 9.1 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.428 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.12 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $52.20 | +50.1% |
| Momentum acceleration 3-month minus 12-month momentum. | +17.76% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 5.00 |
| Gross margin TTM | +100.0% |
| 52w high | $47.66 |
| Market cap (USD) | $2.02B |
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-clinical-stage oncology biotechnology company developing JNJ-1900 (NBTXR3), a physics-based nanoparticle radioenhancer partnered with Janssen for solid tumors.
Rationale
Strong Phase 2 CONVERGE lung cancer data and a completed $100 million equity offering support the 100% analyst revision agreement and 50% price target upside.
Material risks
- 1Clinical or regulatory failure of NBTXR3 in the pivotal Phase 3 NANORAY-312 trial, which would collapse the company's valuation and invalidate the Janssen partnership.
- 2High concentration risk on a single lead asset and partner execution, leaving the company vulnerable to strategic shifts or timeline delays by Janssen.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.
OpenAI
Proceed
Claude
Caution
Gemini
Proceed