BN · rank #10 · 2026-09-09
EXENS
PARIS · EUR · $3.45B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | -0.36 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +14.1% |
| Forward net margin Consensus forward net margin. | +6.2% |
| Net margin TTM Trailing twelve month net margin. | +6.0% |
| Margin expansion Forward minus trailing net margin (percentage points). | +0.2% |
| Forward PEG Forward P/E to growth. Below 1 is cheap for the growth. | — |
| Debt / FCF Net debt relative to free cash flow. Lower is safer. | 2.58× |
| Analyst upside Spread between the consensus 12m target and the current price. | +14.7% |
| Last EPS surprise Most recent reported EPS versus consensus. | — |
| Market cap (USD) | $3.45B |
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
Exosens is a high-tech photonics group that designs and manufactures mission-critical electro-optical amplification, detection, and imaging technologies for defense, nuclear, and industrial markets.
Rationale
The quant signal is valid as Exosens' advanced nuclear instrumentation serves as a critical bottleneck-solver for SMR and nuclear power expansions required by AI data centers, alongside its imaging solutions for critical power grid surveillance.
Material risks
- 1Key nuclear or defense OEMs building specialized detector and photonics capabilities in-house, displacing Exosens' proprietary technology.
- 2Delays or regulatory setbacks in the deployment of next-generation SMR pilots and power grid modernization projects that stall expected instrumentation demand.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.