Analyst Upside

AU · rank #2 · 2026-07-24

NANO

PARIS · EUR · $2.00B (USD)

SignalStrong Buy9.2strength 9.2 / 10
verdict · PROCEED

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Composite score
Z-score blend of all factors below.
2.449
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
+50.7%
Momentum acceleration
3-month minus 12-month momentum.
+17.39%
Analyst rating
5 = Strong Buy, 1 = Strong Sell.
5.00
Gross margin TTM+100.0%
52w high$47.66
Market cap (USD)$2.00B

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 clinical-stage biotechnology company developing NBTXR3, a proprietary physics-based nanoparticle designed to enhance radiotherapy efficacy across solid tumors.

Rationale

The 50.7% analyst upside and unanimous upward EPS revisions are validated by early positive Phase 2 lung cancer data and an amended Janssen agreement that removes Phase 3 trial funding obligations.

Material risks

  • 1Extreme binary clinical trial risk from the pivotal Phase 3 NANORAY-312 trial, as failure of lead candidate NBTXR3 would invalidate the core of the company's valuation.
  • 2Heavy concentration risk and reliance on partner Janssen for late-stage development funding, milestone payments, and future commercial infrastructure.

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