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Exosens Stock: price and insider trades · France
No insider purchase over the last 90 days. The latest was filed 09 Dec 2025.
Exosens: what insiders have been doing
Every trade that managers of Exosens disclose to AMF is tracked on this page. The company sits in the Defense & Aerospace sector. From 18 October 2025 to 18 October 2026, the disclosure feed for Exosens logged 12 filings by 6 insiders.
Open-market activity splits into 1 purchase totalling €149.7M and 9 sales totalling €422.9M; 1 insider sit on the buying side and 6 insiders on the selling side. On balance, insiders were net sellers of €273.2M. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. Biggest ticket of the year: €210.9M, sold by HLD Europe SCA de droit luxembourgeois and made public on 13 January 2026. Those buying include 1 board member.
The last purchase on record was published on 9 December 2025, which is 312 days ago. Typically, a trade is published a median of 6 days after it takes place. Under the Market Abuse Regulation, managers have three business days to notify their trades. Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification.
With 12 filings in twelve months, the company is more active than the median of 6 filings across the 316 companies we follow on the same exchange. The full history, which starts in 2025, counts 1 purchase against 34 sales.
Elsewhere in the same sector, our signals recently picked up insider purchases at Heico Corp. These figures are compiled from regulatory filings published by AMF. They describe what insiders did and are not a recommendation.
Insider Decl.
38
Thresholds
n/a
Buy Volume
€150M
1 ops. · all time
Sell Volume
€1B
34 ops. · all time
Who traded when
BuySaleHLD Europe SCA1 buy17 sales
Pebble Street SAS8 sales
Jerome CERISIER2 sales
Jérôme Cerisier2 sales
Quynh-Boï DEMEY2 sales
HLD Europe SCA de droit luxembourgeois1 sale
+2 other insiders
Since the insiders bought
- +20.5%Entry €47.30 · Close 13 Oct 2026 €57.00
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Exosens Buy (bullish), based on 10 analysts. Average price target: €67.23.
Fundamental score
Ranked 9,944 of 24,148 companies
56.0
score / 100
Value36
Quality76
FCF yld3.4%
Earn yld1.0%
EV/EBITDA26.6x
ROE13%
Gross mgn58%
Net mgn8.0%
Debt/EBITDA0.1x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
€62.60
Analyst consensus
10 analystsBuy
€59.30Target €67.23(+7%)€75.00
Income statement
Revenue€383.4M
Gross profit€222.3M58% margin
EBITDA€120.1M31% margin
Net income€30.7M6.0% margin
Valuation
PER (trailing)93.4x
PER (forward)27.4x
P/Book7.1x
Beta0.85
Balance sheet & cash
Market cap€3.2B
Total debt€16.6M
Free Cash Flow€107.4M
Debt / Equity60%
Profitability & ownership
ROE12.7%
ROA6.2%
% insiders31.3%
% institutions47.1%
Last declaration on 13 April 2026
Declarations38 total
1,765,673 shares@ €64.603.88% mcap13.3% of flowActionHors plateforme de négociationISIN FR001400Q9V22026DD1107318
484,327 shares@ €64.601.06% mcap3.6% of flowActionHors plateforme de négociationISIN FR001400Q9V22026DD1107319
10,000 shares@ €70.5830.024% mcap29.3% of flowActionEuronext ParisISIN FR001400Q9V22026DD1102358
60,000 shares@ €70.750.14% mcap26.0% of flowActionEuronext ParisISIN FR001400Q9V22026DD1102074
15,000 shares@ €70.62180.036% mcap50.0% of flowActionHors plateforme de négociationISIN FR001400Q9V22026DD1101426
15,000 shares@ €70.62180.036% mcap50.0% of flowActionHors plateforme de négociationISIN FR001400Q9V22026DD1101762
1,071,074 shares@ €54.006.7% of flowActionHors plateforme de négociationISIN FR001400Q9V22026DD1088607
3,904,732 shares@ €54.00100.0% of flowActionHors plateforme de négociationISIN FR001400Q9V22026DD1088604
2,050,513 shares@ €42.5010.1% of flowActionEuronext ParisISIN FR001400Q9V22025DD1073449
1,471,596 shares@ €42.507.3% of flowActionEuronext ParisISIN FR001400Q9V22025DD1073451
3,522,109 shares@ €42.5017.4% of flowActionEuronext ParisISIN FR001400Q9V22025DD1073453
Canonical exit: 3 Mar 2026 (T+90)
37,526 shares@ €47.104810.8% of flowActionEuronext ParisISIN FR001400Q9V22025DD1066856
3,904,732 shares@ €54.00100.0% of flowActionHors plateforme de négociationISIN FR001400Q9V22025DD1063615
623,561 shares@ €54.003.9% of flowActionHors plateforme de négociationISIN FR001400Q9V22025DD1063621
447,513 shares@ €54.002.8% of flowActionHors plateforme de négociationISIN FR001400Q9V22025DD1063624
4,147 shares@ €42.40577.3% of flowActionEuronext ParisISIN FR001400Q9V22025DD1045060
5,000 shares@ €44.90279.3% of flowActionEuronext ParisISIN FR001400Q9V22025DD1042023
5,000 shares@ €44.659.3% of flowActionEuronext ParisISIN FR001400Q9V22025DD1041628
206,896 shares@ €43.501.0% of flowActionHors plateforme de négociationISIN FR001400Q9V22025DD1041272
60,000 shares@ €43.5040.0% of flowActionHors plateforme de négociationISIN FR001400Q9V22025DD1041316
90,000 shares@ €43.5060.0% of flowActionHors plateforme de négociationISIN FR001400Q9V22025DD1041318
80,000 shares@ €43.50100.0% of flowActionHors plateforme de négociationISIN FR001400Q9V22025DD1041322
1,804,599 shares@ €43.509.1% of flowActionHors plateforme de négociationISIN FR001400Q9V22025DD1041269
287,356 shares@ €43.501.5% of flowActionHors plateforme de négociationISIN FR001400Q9V22025DD1041271
5,000 shares@ €43.419.0% of flowActionEuronext ParisISIN FR001400Q9V22025DD1040420
25 of 38 declarations
About Exosens
Exosens is a French high-tech industrial group focused on mission-critical electro-optical technologies. The company designs, manufactures and sells advanced solutions for amplification, detection and imaging, serving demanding environments where reliability, sensitivity and rugged performance are essential. Its product portfolio includes image intensifier tubes for night vision, traveling wave tubes, advanced cameras, neutron and gamma detectors, and instrument detectors. The company is particularly exposed to defense and surveillance applications, while also addressing industrial control, life sciences and nuclear-related markets.
The group’s roots go back to 1937, when it began operating as a Philips subsidiary under the name Hyperelec in Brive-la-Gaillarde, France. It left the Philips group in 1998, later became part of the Photonis heritage in 2005, and adopted the Exosens name in September 2023. Exosens was listed on Euronext Paris, Compartment A, on 7 June 2024. The IPO was used in part to reduce leverage and improve financial flexibility, supporting the group’s next phase of expansion.
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Growth has been supported by an active acquisition strategy. Exosens acquired Xenics in 2022, followed by ProxiVision, Telops and El-Mul in 2023. In 2024, it added Centronic and LR Tech, and in 2025 completed the acquisitions of Noxant, NVLS and Phasics. These transactions broadened the group’s technological base, strengthened its photonics platform and added capabilities such as high-performance cooled infrared cameras, defense optics and complementary sensing technologies.
Today, Exosens operates with a meaningful international footprint. The group states it has production and R&D activities across 12 sites in Europe and North America and more than 1,800 employees. Management highlights more than 85 years of expertise in electro-optics and a recognized position as an innovator in highly specialized niche markets. Defense & Surveillance accounted for 75% of 2025 revenue, underscoring the strategic importance of this segment and the structural demand linked to night vision and digital imaging.
Financially, Exosens delivered a strong 2025 performance, exceeding guidance with revenue up 22.1% to €468.2 million, adjusted EBITDA of €151.6 million and free cash flow of €57.3 million. This combination of growth, margin expansion and cash generation reflects a business model centered on innovation, disciplined industrial execution and exposure to defense-driven demand. As a listed French specialist, Exosens stands out as a focused photonics and defense technology platform with long operating history and significant upside potential from capacity expansion and M&A integration.
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