Analyst Upside

AU · rank #4 · 2026-07-24

ABVX

PARIS · EUR · $11.24B (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.
2.120
EPS revisions (30d)
Change in consensus EPS estimate over the past 30 days ($/share).
+$0.47
Net revisions (30d)
Number of analysts revising upward minus downward.
1
Insider signal (90d)
Analyst upside
Consensus target $138.56
+21.0%
Momentum acceleration
3-month minus 12-month momentum.
-4.83%
Analyst rating
5 = Strong Buy, 1 = Strong Sell.
4.29
Gross margin TTM+100.0%
52w high$139.00
Market cap (USD)$11.24B

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

Abivax SA is a clinical-stage biotechnology company focused on developing obefazimod, an oral, once-daily small molecule immunomodulator currently in Phase 3 trials for ulcerative colitis [RECENT_DEVELOPMENTS, BUSINESS_STATUS].

Rationale

Positive analyst EPS revisions and 21% upside potential are validated by positive 44-week Phase 3 ABTECT maintenance data and a $920 million capital raise that extends the cash runway to 2029 [RECENT_DEVELOPMENTS].

Material risks

  • 1Total dependence on a single clinical asset, obefazimod, makes the company highly vulnerable to regulatory rejection or clinical setbacks that would leave it with no commercialized products [BUSINESS_STATUS].
  • 2High clinical-stage operating losses (€48.5 million in Q1 2026) and cash burn will continue to pressure the company's financial position ahead of any commercial launch [RECENT_DEVELOPMENTS, BUSINESS_STATUS].

AI verdict council

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

OpenAI
Caution
Claude
Caution
Gemini
Proceed