Analyst Upside

AU · rank #6 · 2026-09-07

ABVX

PARIS · EUR · $9.89B (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.
1.926
EPS revisions (30d)
Change in consensus EPS estimate over the past 30 days ($/share).
+$0.33
Net revisions (30d)
Number of analysts revising upward minus downward.
2
Insider signal (90d)
Analyst upside
Consensus target $138.97
+42.4%
Momentum acceleration
3-month minus 12-month momentum.
+6.86%
Analyst rating
5 = Strong Buy, 1 = Strong Sell.
4.29
Gross margin TTM+100.0%
52w high$139.00
Market cap (USD)$9.89B

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 its lead oral drug candidate, obefazimod, for the treatment of moderately to severely active inflammatory bowel diseases.

Rationale

The quant signal's 42.4% analyst upside and 100% positive revision agreement are supported by a strong clinical momentum profile, an EPS surprise beat, and a recent $800 million capital raise that secures the company's cash runway.

Material risks

  • 1Severe binary regulatory risk as Abivax is highly dependent on the FDA NDA submission and subsequent approval of its single lead asset, obefazimod, in late 2026.
  • 2Intense market competition in the ulcerative colitis therapeutic class from well-entrenched biologics and other novel oral small molecules.

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