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Quantum Corporation Stock Price

NasdaqGM:QMCO Community·US$1.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 28 Fair Values set on narratives written by author

QMCO Share Price Performance

US$26.11
18.67 (250.94%)
US$24.00
Fair Value
US$26.11
18.67 (250.94%)
8.8% overvalued intrinsic discount
US$24.00
Fair Value
Price US$26.11
AnalystConsensusTarget US$24.00
AnalystLowTarget US$13.00
AnalystHighTarget US$20.00

QMCO Community Narratives

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Fair Value US$24 8.8% overvalued intrinsic discount

Subscription Model And DXi Sales Will Drive Future Success

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13users have followed this narrative
·
Fair Value US$13 100.8% overvalued intrinsic discount

AI Archiving Backlog And Debt Overhang Will Eventually Reward Patient Outlook

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·
Fair Value US$20 30.6% overvalued intrinsic discount

AI Data And Cold Storage Demand Will Drive Powerful Long Term Upside

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US$24
8.8% overvalued intrinsic discount
Profit Margin
18.72%
Future PE
5.45x
Price in 2029
US$29.15
US$20
30.6% overvalued intrinsic discount
Profit Margin
7.42%
Future PE
44.25x
Price in 2029
US$26.16

Trending Discussion

No trending discussion available.

Updated Narratives

QMCO logo

QMCO: Record Backlog And Cleaner Balance Sheet Will Drive Measured Future Upside

Fair Value: US$24 8.8% overvalued intrinsic discount
13 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
QMCO logo

QMCO: Record Backlog And Cleaner Balance Sheet Will Drive Medium Term Upside

Fair Value: US$13 100.8% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
QMCO logo

QMCO: Clean Balance Sheet And Record Backlog Will Support Medium Term Upside

Fair Value: US$20 30.6% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Slight risk with imperfect balance sheet.

4 Risks
1 Reward

Quantum Corporation Key Details

US$296.1m

Revenue

US$184.0m

Cost of Revenue

US$112.0m

Gross Profit

US$351.2m

Other Expenses

-US$239.1m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-6.07
37.84%
-80.76%
0%
View Full Analysis

About QMCO

Founded
1980
Employees
490
CEO
Hugues Meyrath
WebsiteView website
www.quantum.com

Quantum Corporation provides data management solutions for unstructured data in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company offers primary storage software and systems, including StorNext Hybrid Flash/Disk File Storage Software for video editing, post-production, and streaming applications, as well as large digital file archives; and Unified Surveillance Platform Software, a unified compute and storage software for video surveillance recording, storage, and analytics. It also provides cost-per-terabyte secondary storage software and systems, such as ActiveScale Object Storage Software, a storage for building massive data lakes, storage clouds, and cold archives; DXi Backup Appliances for backup and recovery and multisite data protection; Scalar Tape Storage, a storage for long-term data archiving and offline data protection; and CatDV Asset Management Software for indexing, cataloging, AI data enrichment, and workflow orchestration. In addition, the company sells standalone linear-tape open tape drives for small business data protection and archiving, as well as linear-tape open media for use in tape storage systems. Further, it offers global support, deployment and consulting, and education services, as well as Quantum-as-a-Service. The company serves media and entertainment, life sciences, gaming and hospitality, retail, education, energy, financial services, and manufacturing industries, as well as hyperscale cloud providers, US federal and public sector, safe cities, and government. The company sells its products through a network of distributors, value-added resellers, direct marketing resellers, original equipment manufacturers, and other suppliers, as well as directly to corporate entities and government agencies. Quantum Corporation was incorporated in 1980 and is headquartered in Centennial, Colorado.

Recent QMCO News & Updates

Seeking Alpha Aug 13

Quantum: Strong Results And Outlook, But Downgrading On Valuation

Summary Quantum Corporation reported better-than-expected Q1-FY2027 results with both revenues and profitability outperforming consensus expectations by a wide margin. Revenues of $80.8 million and Adjusted EBITDA of $8.0 million represented new multi-year highs for the company. Sales would have been even higher without persistent constraints around tape and disk drive availability. As a result, the backlog has increased significantly again. While the company's prospects remain strong, the stock appears fairly valued after the violent post-earnings rally. Consequently, I am downgrading QMCO common shares from "Buy" to "Hold" while increasing my price target from $13.75 to $21.50. Read the full article on Seeking Alpha
Narrative Update Aug 11

QMCO: Record Backlog And Cleaner Balance Sheet Will Drive Measured Future Upside

Quantum's analyst fair value estimate has been lifted from $16.50 to $24.00. This reflects higher Street price targets after analysts highlighted robust demand, a record backlog, and clearer enterprise traction following recent quarterly results.

Recent updates

No updates