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Nexans (FR:NEX)
:NEX
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Nexans (NEX) AI Stock Analysis

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FR:NEX

Nexans

(NEX)

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Neutral 60 (OpenAI - 5.2)
Rating:60Neutral
Price Target:
€145.00
▲(9.68% Upside)
Action:Downgraded
Date:08/06/26
The score is primarily supported by improving multi-year profitability and consistently positive free cash flow, indicating solid underlying financial strength. This is tempered by 2025’s revenue decline and some margin pressure, plus uncertainty from unusual 2025 balance sheet/ROE reporting. Technically, indicators are mixed and valuation is a key headwind due to the very high P/E despite a modest dividend yield.
Positive Factors
Improving multi-year profitability
Sustained improvement in net income and margins over multiple years indicates durable operational improvements: better pricing, cost control, or mix shift toward higher-value projects. That trend supports reinvestment, dividend capacity and resilience across cyclical downturns.
Negative Factors
Revenue volatility and 2025 decline
Meaningful year-to-year revenue swings reduce predictability for capacity utilization and margin planning. For a project-heavy cable business, volatile top-line timing can compress margins, complicate staffing and capital allocation, and increase sensitivity to award cadence.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving multi-year profitability
Sustained improvement in net income and margins over multiple years indicates durable operational improvements: better pricing, cost control, or mix shift toward higher-value projects. That trend supports reinvestment, dividend capacity and resilience across cyclical downturns.
Read all positive factors

Nexans (NEX) vs. iShares MSCI France ETF (EWQ)

Nexans Business Overview & Revenue Model

Company Description
Nexans S.A., established in 1994 and headquartered in Courbevoie, France, is a global leader in the manufacture and distribution of diverse cabling solutions. The company's operations are strategically organized into four key divisions. Its Buildi...
How the Company Makes Money
Nexans primarily makes money by selling cables and complete cabling systems across multiple end-markets, with revenue recognized from both project-based contracts and recurring product sales. A major revenue stream comes from power-grid and electr...

Nexans Financial Statement Overview

Summary
Fundamentals are generally solid: profitability improved materially over time (net income up from 78M in 2020 to 357M in 2025; net margin ~1.3% to ~4.6%) and cash generation is strong with consistently positive free cash flow (464M in 2025). Offsetting this, 2025 showed a sharp revenue decline (-13.4%) and some margin pressure, and the 2025 balance sheet has a notable reporting discontinuity (debt reported at 0 and ROE at 0), which adds uncertainty to trend interpretation.
Income Statement
68
Positive
Balance Sheet
62
Positive
Cash Flow
71
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue7.85B7.81B8.55B7.79B8.37B7.37B
Gross Profit764.00M907.00M1.17B995.00M996.00M781.00M
EBITDA564.00M616.00M667.00M528.00M554.00M421.00M
Net Income-56.00M352.00M279.00M221.00M245.00M164.00M
Balance Sheet
Total Assets9.60B8.04B7.67B6.54B6.40B5.59B
Cash, Cash Equivalents and Short-Term Investments1.46B1.63B1.25B1.13B1.13B972.00M
Total Debt2.49B1.90B1.93B1.34B1.32B1.05B
Total Liabilities7.45B6.02B5.84B4.83B4.74B4.12B
Stockholders Equity2.13B2.00B1.81B1.70B1.65B1.45B
Cash Flow
Free Cash Flow281.00M464.00M457.00M323.00M246.00M195.00M
Operating Cash Flow694.00M847.00M776.00M700.00M544.00M401.00M
Investing Cash Flow-1.44B-84.00M-903.00M-440.00M-429.00M-183.00M
Financing Cash Flow127.00M-253.00M278.00M-215.00M113.00M-417.00M

Nexans Technical Analysis

Technical Analysis Sentiment
Positive
Last Price132.20
Price Trends
50DMA
140.41
Positive
100DMA
141.68
Positive
200DMA
132.49
Positive
Market Momentum
MACD
0.65
Negative
RSI
57.64
Neutral
STOCH
87.54
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FR:NEX, the sentiment is Positive. The current price of 132.2 is below the 20-day moving average (MA) of 134.71, below the 50-day MA of 140.41, and below the 200-day MA of 132.49, indicating a bullish trend. The MACD of 0.65 indicates Negative momentum. The RSI at 57.64 is Neutral, neither overbought nor oversold. The STOCH value of 87.54 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FR:NEX.

Nexans Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
€175.62B36.7316.28%1.57%6.93%9.95%
66
Neutral
€37.34B28.2417.63%1.77%9.70%8.18%
60
Neutral
€6.33B74.6110.96%2.19%-12.95%-145.02%
59
Neutral
€1.02B62.831.79%2.50%-3.46%-68.33%
57
Neutral
€8.07B47.928.70%2.23%3.06%47.94%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
45
Neutral
€189.56M-5.96-33.18%7.21%47.92%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FR:NEX
Nexans
142.50
6.39
4.70%
FR:LAT
Latecoere
0.01
<0.01
7.69%
FR:LR
LEGRAND
141.75
10.97
8.39%
FR:MRN
MERSEN
40.84
16.82
70.02%
FR:SU
Schneider Electric
309.25
92.05
42.38%
FR:SPIE
SPIE SA
47.92
-3.98
-7.67%

Nexans Corporate Events

Nexans Continues Share Buyback with July 2026 Repurchases
Aug 3, 2026
Nexans disclosed that it repurchased 6,449 of its own shares on Euronext Paris between July 30 and July 31, 2026, under its previously announced share buyback program. The transactions, executed via an investment services provider, were carried ou...
Nexans Updates Share Capital and Voting Rights, Tightens Threshold Disclosure
Aug 3, 2026
Nexans has reported that, as of July 31, 2026, its share capital consists of 43,746,793 shares, corresponding to an equal number of theoretical voting rights and 43,738,474 exercisable voting rights, after excluding treasury shares and those held ...
Nexans Launches Targeted Share Buyback to Fund Equity Incentive Plans
Jul 30, 2026
Nexans has launched a share buyback program covering up to 176,005 shares to service existing free share and performance share plans for employees and corporate officers. The mandate has been given to an investment services provider, which will ex...
Nexans lifts 2026 guidance as electrification growth and U.S. expansion fuel results
Jul 29, 2026
Nexans reported first-half 2026 standard sales of &#8364;3.25 billion, up 5% year-on-year, driven by 4.5% organic growth in its Electrification activities and contributions from recent acquisitions. Adjusted EBITDA rose 4.3% to &#8364;387.7 millio...
Nexans reshapes board committees to reinforce governance and sustainability oversight
Jul 28, 2026
Nexans has reshaped the composition of its board committees, appointing Antonio Cammisecra to the Nominations and Corporate Governance, Remuneration, and Strategic and Sustainable Development Committees, and naming Thierry Fournier to the Audit, A...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 06, 2026