AI Stock Memo: NBTX - Nanobiotix - RankAlpha

NBTX

AI Memo

Nanobiotix

As of 2026-01-16/Confidence medium

Open ticker Back to Memos

Data freshness

AI Memo

As of 2026-01-16 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

—

Confidence

medium

Horizon

—

Key catalyst

Pivotal clinical readout for lead radiotherapy asset (estimated) • 2027-01-16

Expected move: -41%

Biggest risk

Failed readouts, prolonged regulatory uncertainty, or dilutive financing materially reduce equity value and push shares toward the low end of published targets.

Invalidation

Break below $9 or thesis failure.

What would change my mind?

Positive pivotal/clinical outcomes and a clear regulatory path drive rapid re-rating; partnerships or licensing could accelerate adoption.

Research note

Recommendation

—

Confidence

medium

As of

2026-01-16

Base target

$22

p=55%

Bull target

$32

p=25%

Bear target

p=20%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Analyst updates / consensus revisions
Regulatory / commercialization milestones
Positive pivotal/clinical outcomes and a clear regulatory path drive rapid re-rating; partnerships or licensing could accelerate adoption.

BearKey bullets

Failed pivotal trial or negative clinical data
Funding needs / equity dilution
Limited commercial uptake or partner withdrawal

WatchKey bullets

Pivotal clinical readout for lead radiotherapy asset (estimated)

Summary

High-level snapshot

Recommendation

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $22 (p=55%)

Bull/Bear spread: -12% / -77%

Vs latest close: Bull -12% · Base -41% · Bear -77%

Scenario probabilities

Bull Target: $32 (p=25%)Base Target: $22 (p=55%)Bear Target: $9 (p=20%)

Commentary

Market sentiment is mixed: third-party targets show high dispersion, producing headline-driven volatility. Commentary centers on binary clinical/regulatory outcomes with wide near-term estimate divergence [#SERP-1][#SERP-2][#SERP-3].

As of 2026-01-16 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Positive pivotal/clinical outcomes and a clear regulatory path drive rapid re-rating; partnerships or licensing could accelerate adoption.

Bear Case

Failed readouts, prolonged regulatory uncertainty, or dilutive financing materially reduce equity value and push shares toward the low end of published targets.

Drivers

Scannable catalysts and supporting factors

Analyst updates / consensus revisions
Regulatory / commercialization milestones

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-01-16Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$20.37

Range (USD)

$8.00 - $32.94

Count

Query: Nanobiotix SA ADR (NBTX) analyst consensus price target high low average

Nanobiotix SA - Sponsored ADR (NBTX) Price Targets
Search result #1
The forecasts range from a low of $3.50 to a high of $26.00. The average price target represents a decline of 37.72% from the last closing price of $20.07.
Extracted: $3.50, $26.00, $20.07Open source
Nanobiotix S.A. ADR Analyst Estimates - NBTX - MarketWatch
Search result #2
Stock Price Targets. High, $32.94. Median, $25.89. Low, $3.84. Average, $21.84. Current Price, $19.97. Yearly Numbers. Estimates. NBTX will report 2025 earnings ...
Extracted: $32.94, $25.89, $3.84, $21.84, $19.97Open source
NANOBIOTIX SA - ADR (NBTX) Stock Price, Forecast & Analysis
Search result #3
12 analysts have analysed NBTX and the average price target is 25.86 USD. This implies a price increase of 22.16% is expected in the next year compared to the ...
Extracted: $25.86Open source
Nanobiotix (NBTX) Stock Forecast and Price Target 2026 - MarketBeat
Search result #4
According to the 5 analysts' twelve-month price targets for Nanobiotix, the average price target is $11.00. The highest price target for NBTX is $14.00, while ...
Extracted: $11.00, $14.00Open source
Nanobiotix Sa ADR (NBTX) Stock Forecast, Price ... - TipRanks
Search result #5
The average price target is $3.50 with a high forecast of $3.50 and a low forecast of $3.50. The average price target represents a -85.73% change from the last ...
Extracted: $3.50Open source
Nanobiotix S.A. (NBTX) Stock Price, News, Quote & History
Search result #6
Analyst Price Targets. 3.87 Low. 19.05 Average. 21.17 Current. 32.51 High. Analyst Recommendations. Strong Buy. Buy. Hold. Underperform. Sell ... Lowers. Price ...
Open source

Scenarios

Bull Target (Scenario probability)

$32 / p=25% prob

Base Target (Scenario probability)

$22 / p=55% prob

Bear Target (Scenario probability)

$9 / p=20% prob

Price $37 as of 2026-06-02

Nearest Scenario: Bull (∆ 12%)

Targets vs latest close: Bull -12% · Base -41% · Bear -77%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2027-01-16
Pivotal clinical readout for lead radiotherapy asset (estimated)
No firm public date disclosed; conservatively estimated within 12 months. A binary clinical outcome could drive a material re-rating [#SERP-3].
Prob 25.00% • Move 60.00% • Priced-in 20.00%

Short-term Catalysts

Next few weeks

Analyst updates / consensus revisions
2026-04-16
Wide published target dispersion may trigger analyst revisions and headline volatility; used published ranges as a sanity check [#SERP-1][#SERP-2].
Prob 30% • Move 15% • Priced-in 40%

Long-term Catalysts

Months to a year

Regulatory / commercialization milestones
2027-01-16
Regulatory filing/approval or early commercialization would be value-accretive but is low probability within 12 months absent positive clinical data [#SERP-2][#SERP-4].
Prob 15% • Move 80% • Priced-in 10%

Risks

Failed pivotal trial or negative clinical data
Funding needs / equity dilution
Limited commercial uptake or partner withdrawal
Regulatory rejection or extended review

Peers

Symbol	Summary
NVS	Major global pharma with oncology franchises — useful for framing potential commercial execution scenarios.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: Nanobiotix SA ADR (NBTX) analyst consensus price target high low average
Analysis date: 2026-01-16