I'm staying invested here as well.
Exosens has announced a significant upward revision to its forecast—and the stock is up by double digits. The stock price rose by 12.1% to as high as €60.90after the company significantly revised its 2026 expectations upward.
🔍 Key Points
- Revenue forecast raised: from €520–540 million to €558–570 million.
- EBITDA forecast raised: from €168–178 million to €186–192 million.
- Second increase this year, which strengthens management’s credibility.
- CEO Cerisier attributes the move to a faster-than-expected ramp-up of production.
- The increase clearly exceeded market expectations and triggered a revaluation of the stock .
- Positive market environment: Global indices are up, providing tailwinds for European defense and technology stocks.
- Exosens is benefiting from a high-growth defense optics/photonics sector and government procurement programs.
📈 Market reaction
The stock moved significantly away from its opening price (€58.15) and approached the day’s high of €61.20. Analyst upgrades or insider trading data played no role— the upward revision of the forecast alone was enough to drive the price surge.
