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NBNBTX

Nanobiotix S.A.

$NBTX·$2.0B·Biotechnology·Healthcare
$39.96-4.0%YTD+76.0%1Y+649.7%
Mentions · last 7 days
2026-07-09: 26 posts2026-07-10: 46 posts2026-07-11: 11 posts2026-07-12: 27 posts2026-07-13: 38 posts2026-07-14: 14 posts2026-07-15: 9 posts171+35%
Price updated 9h ago·X counts updated 9h ago
NBNBTX
$NBTXNanobiotix S.A.
$39.96-4.03%171 posts+35%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $NBTX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellEvent coming upAI verdict · as of 2026-07-14

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

French radiotherapy-platform biotech in a scale-out attempt with modest revenue and heavy losses.

Nanobiotix is a French biotech built around NBTXR3, a hafnium-oxide nanoparticle platform designed to make tumors more radiosensitive — a physics-and-chemistry approach rather than a biology-only bet. Reported quarters are noisy and small-scale: Q4 revenue was $3.0M and EPS -$0.39; earlier periods swing widely thanks to milestone and royalty accounting.

  • Consensus models revenue moving from $34M this year to $97M in three years, with EPS turning positive to +$0.47 in year three — the model already assumes the platform commercializes.
  • Recent surprises have been ugly: Q1 EPS came in at -$0.46 vs an expected +$0.30 (a -251% surprise), reflecting how thin analyst coverage and milestone timing make quarterly estimates unreliable for a name at this stage.
  • Sell-side coverage in the window characterizes NBTX honestly — one piece as a "highly speculative bet on a potential radiotherapy platform," another as "a royalty-backed physics platform hidden inside a biotech."
  • Inclusion in the Euronext Tech Leaders Index is a small structural tailwind (passive-flow visibility for European investors) but not a fundamental catalyst.
  • There is no X sentiment corpus for this ticker in the window, so no crowd read to cross-check.
  • Next reported event is the September 30 Q2 operational and financial update.

This is a science-and-financing story, not an earnings story — the equity works or doesn't based on head-and-neck cancer commercialization and follow-on indication progression. Sizing needs to acknowledge platform risk plus European small-cap illiquidity.

What to watch: September 30 Q2 operational/financial update; any regulatory or commercial milestone on the NBTXR3 franchise; new clinical readouts in follow-on indications; capital-runway update.

On the calendar: 2026-09-30 — Q2 operational and financial update

Read the AI verdict + X sentiment for $NBTX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage biotech developing NBTXR3, hafnium oxide nanoparticles injected into tumors to amplify radiotherapy across multiple cancer types.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $NBTX.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $NBTX

Partial — Clinical-stage biotech developing NBTXR3, hafnium oxide nanoparticles injected into tumors to amplify radiotherapy across multiple cancer types; this segment overlaps with the GLP-1 pipeline bifurcation and ADA oral formulation competition but is not the dominant revenue driver.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.9%YTD
+47.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-67.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-74.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-36.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
58.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
31.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
100%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q4 2025Mar 31, 2026$-0.46$0.30-250.7%
Q2 2025Sep 30, 2025$-0.13$-0.25+45.9%
Q1 2025Apr 2, 2025$-1.01$-0.62-63.5%
Q3 2024Nov 12, 2024$-0.50$-0.51+2.5%
Next earningsWed, Sep 30·consensus EPS $-0.32

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$3.0M-90.9%100%-387%$-0.39$-16.4M
Q2 FY25$26.6M+708.9%100%3.0%$-0.11$-17.6M
Q4 FY24$-16.5M-578.1%100%271%$-0.98$-14.1M
Q2 FY24$9.3M+598.9%100%-255%$-0.46$-6.3M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$34.5M$31.5M – $37.4M-$0.20-$0.99 – $0.614
FY27$57.7M$56.6M – $58.9M-$0.08-$0.46 – $0.304
FY28$94.7M$66.8M – $128.1M$0.47$0.29 – $0.682
FY29$97.4M$68.7M – $131.8M$0.57$0.35 – $0.843
FY30$104.6M$73.8M – $141.5M$0.30$0.19 – $0.443

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.67%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+38.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 40.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.565-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)May 22424B5
AI summary

Nanobiotix S.A. (NBTX) priced a global equity offering of approximately €85 million on May 22, 2026, comprising 2,184,662 ordinary shares plus 345,099 pre-funded warrants, with the U.S. portion delivered as ADSs (225,373 shares) and the European portion (1,959,289 shares plus warrants) addressed to qualified investors only. This is a primary offering representing new dilution for existing shareholders. As a clinical-stage radiotherapy enhancement company, proceeds are expected to fund ongoing oncology programs; the concurrent pricing of both ADS and ordinary share tranches is consistent with Nanobiotix's dual-listed structure.

424B5Prospectus supplement (offering)May 20424B5
AI summary

Nanobiotix S.A. (NBTX) filed a preliminary 424B5 prospectus supplement on May 20, 2026 for a global equity offering of approximately €75 million of ordinary shares and pre-funded warrants, with exact share counts and warrant amounts blank pending final pricing. Filed one day before the final 424B5, this preliminary filing establishes the offering structure — a dual U.S./European offering with ADSs for U.S. investors and ordinary shares for European qualified investors. The preliminary status means specific per-share pricing and final allocation are not yet disclosed.

+ 23 other (21 6-Ks · 1 S-8 · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Nanobiotix: A Highly Speculative Bet On A Potential Radiotherapy Platformseekingalpha.com·21d agoNanobiotix: A Royalty-Backed Physics Platform Hidden Inside A Biotechseekingalpha.com·34d agoVoting Rights and Shares Capital of the Companyglobenewswire.com·41d agoNanobiotix Provides First Quarter 2026 Operational and Financial Updateglobenewswire.com·44d agoNanobiotix Joins the Euronext Tech Leaders Indexglobenewswire.com·44d ago

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Voices on X · last 7 days

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