View Future Growth2CRSI 過去の業績過去 基準チェック /562CRSIは、平均年間37.7%の収益成長を遂げていますが、 Tech業界の収益は、年間 成長しています。収益は、平均年間37.7% 10.5%収益成長率で 成長しています。 2CRSIの自己資本利益率は20.9%であり、純利益率は2%です。主要情報37.68%収益成長率12.05%EPS成長率Tech 業界の成長-20.90%収益成長率10.53%株主資本利益率20.94%ネット・マージン2.01%次回の業績アップデート29 Oct 2026最近の業績更新お知らせ • Jan 09+ 1 more update2CRSI S.A. to Report First Half, 2026 Results on Mar 26, 20262CRSI S.A. announced that they will report first half, 2026 results on Mar 26, 2026分析記事 • Nov 07There May Be Underlying Issues With The Quality Of 2CRSI's (EPA:AL2SI) EarningsInvestors were disappointed with 2CRSI S.A.'s ( EPA:AL2SI ) earnings, despite the strong profit numbers. Our analysis...Reported Earnings • Nov 05Full year 2025 earnings releasedFull year 2025 results: Revenue: €224.3m (up 71% from FY 2024). Net income: €2.13m (up €7.02m from FY 2024). Profit margin: 0.9% (up from net loss in FY 2024). Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Tech industry in France.お知らせ • Oct 012CRSI S.A. to Report Fiscal Year 2025 Results on Oct 30, 20252CRSI S.A. announced that they will report fiscal year 2025 results at 9:00 AM, Central European Standard Time on Oct 30, 2025分析記事 • Apr 022CRSI's (EPA:AL2SI) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after 2CRSI S.A. ( EPA:AL2SI ) posted decent earnings last week. We did some digging and...Reported Earnings • Mar 31First half 2025 earnings releasedFirst half 2025 results: Revenue: €21.8m (up 103% from 1H 2024). Net income: €2.55m (up €7.06m from 1H 2024). Profit margin: 12% (up from net loss in 1H 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Tech industry in France.すべての更新を表示Recent updatesNew Risk • Apr 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.0% Last year net profit margin: 3.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (2.0% net profit margin).分析記事 • Mar 30Revenue Downgrade: Here's What Analysts Forecast For 2CRSI S.A. (EPA:AL2SI)Today is shaping up negative for 2CRSI S.A. ( EPA:AL2SI ) shareholders, with the analysts delivering a substantial...Major Estimate Revision • Mar 29Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €492.0m to €441.7m. EPS estimate fell from €1.31 to €1.20 per share. Net income forecast to grow 1,158% next year vs 55% growth forecast for Tech industry in France. Consensus price target up from €26.37 to €38.07. Share price rose 13% to €24.60 over the past week.Major Estimate Revision • Feb 19Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from €440.8m to €490.8m. EPS estimate increased from €1.13 to €1.22 per share. Net income forecast to grow 1,195% next year vs 36% growth forecast for Tech industry in France. Consensus price target up from €22.22 to €25.87. Share price rose 35% to €22.25 over the past week.お知らせ • Feb 17Valeo and 2CRSi Launch an Outdoor Autonomous Immersion-Cooled Edge Data Center Solution for Indian Telecom OperatorsValeo and 2CRSi are advancing their collaboration with a new solution specifically designed for local edge data centers. This project directly addresses the infrastructure challenges driven by nationwide 5G deployment and the rapid expansion of AI applications. Set to be unveiled at the AI Impact Summit in New Delhi, the prototype solution demonstrates both companies' commitment to delivering maintenance-free, energy-efficient, reliable, high-performance Edge AI infrastructure tailored to India's demanding climate conditions and scalable to support the country's long-term digital growth strategy. Building on the partnership initiated in November 2025, Valeo and 2CRSi have reached a new milestone with the development of an autonomous (water-free) immersion-cooled solution engineered for decentralized digital infrastructure. By combining 2CRSi's advanced expertise in server architecture and manufacturing with Valeo's decades of experience in high-efficiency thermal management, system integration, and wide temperature-range operations - developed through its global automotive leadership - the two companies have designed a fully autonomous immersion-cooled edge computing system capable of operating in: Ambient temperatures exceeding 50degC. High humidity conditions. Dust-heavy environments. Flood-prone locations. A Competitive Alternative to Conventional Edge Deployments. Unlike traditional edge infrastructure requiring dedicated buildings, water loops, chillers, and complex maintenance operations, the Valeo-2CRSi solution operates as a compact and standalone unit. The system eliminates water dependency, removes the need for chillers and mechanical cooling systems, reduces infrastructure footprint, and minimizes maintenance requirements. This architecture significantly reduces deployment complexity, lowers both CAPEX and OPEX, and improves Total Cost of Ownership (TCO) for telecom operators and infrastructure providers - a critical factor for large-scale 5G rollouts and distributed AI inference. Its automotive-grade reliability standards provide an additional structural advantage over conventional IT systems not originally engineered for extreme outdoor conditions. To bring this technology to market, the partners will follow a rigorous industrialization roadmap throughout 2026. Sustainability and Environmental Contribution. The solution also responds to growing environmental requirements associated with digital infrastructure expansion: ?? Zero water consumption, eliminating a critical constraint in water-stressed regions;; By replacing traditional air cooling (annualized Power Usage Effectiveness (PUE) ~1.6) with immersion cooling (PUE < 1.1), the system reduces total infrastructure energy consumption by 30-35% translating into annual saving of 6-8MWh for a 1.5 kW IT load operation in outdoor conditions such as Bengaluru. Designed as a compact, standalone unit, the system operates without water loops, chillers, or dedicated buildings. This makes it uniquely suited for India's edge environments, where 5G expansion and AI-driven services require resilient, low-main maintenance infrastructure deployed close to telecom antennas, even in remote, dusty, humid locations. By adapting automotive-grade reliability standards to digital infrastructure, Valeo and 2C RSi are contributing to the development of next-generation edge data centers capable of supporting AI inference, telecom networks, and emerging digital services across India.Price Target Changed • Feb 15Price target increased by 12% to €19.93Up from €17.83, the current price target is an average from 3 analysts. New target price is 21% above last closing price of €16.42. Stock is up 255% over the past year. The company is forecast to post earnings per share of €1.13 for next year compared to €0.095 last year.分析記事 • Jan 31Revenues Tell The Story For 2CRSI S.A. (EPA:AL2SI) As Its Stock Soars 27%2CRSI S.A. ( EPA:AL2SI ) shares have continued their recent momentum with a 27% gain in the last month alone. The last...お知らせ • Jan 09+ 1 more update2CRSI S.A. to Report First Half, 2026 Results on Mar 26, 20262CRSI S.A. announced that they will report first half, 2026 results on Mar 26, 2026お知らせ • Nov 132CRSI S.A., Annual General Meeting, Dec 18, 20252CRSI S.A., Annual General Meeting, Dec 18, 2025. Location: 11 rue madeleine reberioux, strasbourg France分析記事 • Nov 07There May Be Underlying Issues With The Quality Of 2CRSI's (EPA:AL2SI) EarningsInvestors were disappointed with 2CRSI S.A.'s ( EPA:AL2SI ) earnings, despite the strong profit numbers. Our analysis...Reported Earnings • Nov 05Full year 2025 earnings releasedFull year 2025 results: Revenue: €224.3m (up 71% from FY 2024). Net income: €2.13m (up €7.02m from FY 2024). Profit margin: 0.9% (up from net loss in FY 2024). Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Tech industry in France.Price Target Changed • Nov 02Price target increased by 40% to €16.17Up from €11.57, the current price target is an average from 3 analysts. New target price is 59% above last closing price of €10.14. Stock is up 163% over the past year.Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to €10.14, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Tech industry in France. Total returns to shareholders of 370% over the past three years.New Risk • Oct 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Large one-off items impacting financial results.お知らせ • Oct 012CRSI S.A. to Report Fiscal Year 2025 Results on Oct 30, 20252CRSI S.A. announced that they will report fiscal year 2025 results at 9:00 AM, Central European Standard Time on Oct 30, 2025Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €10.58, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 9x in the Tech industry in France. Total returns to shareholders of 424% over the past three years.Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Director Lilla Merabet was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Aug 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €7.70, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Tech industry in France. Total returns to shareholders of 171% over the past three years.分析記事 • Aug 22Returns On Capital Are Showing Encouraging Signs At 2CRSI (EPA:AL2SI)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €10.68, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 8x in the Tech industry in France. Total returns to shareholders of 258% over the past three years.Price Target Changed • Aug 03Price target increased by 13% to €10.87Up from €9.63, the current price target is an average from 3 analysts. New target price is 19% above last closing price of €9.13. Stock is up 137% over the past year.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €7.93, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Tech industry in France. Total returns to shareholders of 160% over the past three years.お知らせ • Jul 032CRSi SA Submits the Application of the European Consortium ÆTHER to Develop an ‘AI Gigafactory’ in the heart of Europe – the first with a Net-Negative Carbon Footprint2CRSi announced that it has submitted, on behalf of a consortium of European industrial players, the application for a project named ÆTHER in response to the call for expressions of interest (CEI) launched by the European Commission and EuroHPC for the establishment of artificial intelligence “gigafactories.” This strategic initiative, supported by the “InvestAI” program, aims to mobilize up to €20 billion in public and private investment to deploy AI Gigafactories across the European Union.Major Estimate Revision • Jun 29Consensus revenue estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from €223.0m to €246.3m. EPS estimate unchanged from €0.47 at last update. Tech industry in France expected to see average net income growth of 55% next year. Consensus price target of €8.83 unchanged from last update. Share price rose 26% to €6.83 over the past week.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €6.83, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 7x in the Tech industry in France. Total returns to shareholders of 132% over the past three years.分析記事 • Jun 022CRSI S.A.'s (EPA:AL2SI) Shares Leap 46% Yet They're Still Not Telling The Full StoryThe 2CRSI S.A. ( EPA:AL2SI ) share price has done very well over the last month, posting an excellent gain of 46...New Risk • May 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of French stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €5.14, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Tech industry in France. Total returns to shareholders of 30% over the past three years.Price Target Changed • May 23Price target increased by 15% to €8.83Up from €7.70, the current price target is an average from 3 analysts. New target price is 88% above last closing price of €4.69. Stock is down 4.5% over the past year.分析記事 • May 23Does 2CRSI (EPA:AL2SI) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Apr 18Positive Sentiment Still Eludes 2CRSI S.A. (EPA:AL2SI) Following 26% Share Price Slump2CRSI S.A. ( EPA:AL2SI ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...分析記事 • Apr 022CRSI's (EPA:AL2SI) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after 2CRSI S.A. ( EPA:AL2SI ) posted decent earnings last week. We did some digging and...Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €3.94, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Tech industry in France. Total returns to shareholders of 1.7% over the past three years.Reported Earnings • Mar 31First half 2025 earnings releasedFirst half 2025 results: Revenue: €21.8m (up 103% from 1H 2024). Net income: €2.55m (up €7.06m from 1H 2024). Profit margin: 12% (up from net loss in 1H 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Tech industry in France.Price Target Changed • Mar 28Price target decreased by 7.6% to €7.70Down from €8.33, the current price target is an average from 3 analysts. New target price is 91% above last closing price of €4.03. Stock is down 5.2% over the past year.New Risk • Feb 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-€4.0m). Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (17% increase in shares outstanding).分析記事 • Feb 14Investors Aren't Entirely Convinced By 2CRSI S.A.'s (EPA:AL2SI) RevenuesThere wouldn't be many who think 2CRSI S.A.'s ( EPA:AL2SI ) price-to-sales (or "P/S") ratio of 0.7x is worth a mention...Price Target Changed • Jan 09Price target decreased by 7.4% to €8.33Down from €9.00, the current price target is an average from 3 analysts. New target price is 92% above last closing price of €4.35. Stock is up 184% over the past year.Price Target Changed • Nov 05Price target increased by 7.1% to €9.00Up from €8.40, the current price target is an average from 2 analysts. New target price is 108% above last closing price of €4.33. Stock is up 443% over the past year.Reported Earnings • Nov 04Full year 2024 earnings releasedFull year 2024 results: Revenue: €135.3m (down 25% from FY 2023). Net loss: €4.88m (loss narrowed 57% from FY 2023). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Tech industry in France.お知らせ • Oct 102CRSi Launches the ATLAS 1.8GG, the Densest Server in the World Designed Exclusively for Dual-phase Immersion Cooling2CRSi announced the launch of a major innovation: the ATLAS 1.8GG server, the densest 1U GPU server, designed exclusively for dual-phase immersion cooling and capable of accommodating up to 8 high-performance GPUs such as NVIDIA H100, marking a significant technological advancement in the server industry. Dual-phase immersion cooling is a cutting-edge technology that uses a dielectric liquid to dissipate heat from electronic components. This liquid, in direct contact with the electronics, absorbs heat and transitions to a gaseous state before condensing and returning to liquid form, enabling efficient and silent thermal management. This method drastically reduces the energy consumption dedicated to cooling, increasing overall system efficiency while significantly extending the lifespan of the components. The launch of the ATLAS 1.8 GG positions 2CRSi at the forefront of global innovation in density, being the first manufacturer in the world to integrate 8 NVIDIA H100 GPUs in a single U, while utilizing dual-phase immersion cooling technology. This unique ultra-dense design not only optimizes space utilization but also reduces energy consumption associated with cooling high-performance computing infrastructures, addressing today's environmental challenges while maximizing performance. This server is particularly suited for HPC and Artificial Intelligence applications close to users, in sensitive sovereign sites, and especially in telecommunications infrastructures. The first ATLAS 1.8GG servers have already been sold, with new series available starting in November 2024. A version equipped with 8 NVIDIA H200 GPUs, in 2U, is expected to be unveiled in early 2025. These 2CRSi server solutions dedicated to AI target data centers and companies looking to optimize their AI and high-performance computing infrastures while adopting an eco-friendly approach.お知らせ • Sep 062CRSi Announces the Production of Its New Godi 1.8ER-NV8 Servers Equipped with 8x NVIDIA H200 SXM5 GPUs, with an Estimated Market Value of USD 288 Million2CRSi announced that it has placed orders with its suppliers for the components required to manufacture its new HGX server, the Godi 1.8ER-NV8. This server, equipped with eight NVIDIA H200 GPUs, comes with an optional liquid cooling system to optimize performance while reducing energy consumption. The NVIDIA H200 Tensor Core GPU accelerates generative AI workloads and high-performance computing (HPC) with significant memory capacity and performance. As the first GPU with an HBM3e interface, the H200 features more and faster memory, enabling faster generative AI models and large language models (LLMs) while advancing scientific computing with optimized processing of HPC workloads. With this new version of its product, the Godi 1. 8ER-NV8, 2CRSi continues its innovation efforts to consolidate its success in the field of machines dedicated to artificial intelligence. The supply orders, placed in July 2024, confirm the company's strategy to meet the growing demand for high-performance servers capable of supporting the latest technologies. 2CRSi currently offers its products with traditional air cooling, but for clients looking to optimize their operational expenses (OPEX), 2CRSi provides various liquid cooling solutions, whether at the server, rack, or data center level. The first shipments are scheduled to begin in the third week of October 2024 and will extend throughout 2025, with an estimated market value of USD 288 million. In addition to server sales, 2CRSi offers a comprehensive range of associated services, including on-site installation and maintenance, as well as the design and operation of infrastructures.New Risk • Jul 07New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended August 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10.0% average weekly change). Shareholders have been substantially diluted in the past year (57% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported August 2023 fiscal period end). Market cap is less than US$100m (€86.5m market cap, or US$93.8m).New Risk • May 19New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 57% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Shareholders have been substantially diluted in the past year (57% increase in shares outstanding).Price Target Changed • Apr 02Price target decreased by 24% to €6.30Down from €8.30, the current price target is provided by 1 analyst. New target price is 48% above last closing price of €4.25. Stock is up 85% over the past year. The company posted a net loss per share of €0.86 last year.New Risk • Jan 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 34% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (30% average weekly change). Minor Risks Shareholders have been diluted in the past year (34% increase in shares outstanding). Market cap is less than US$100m (€55.1m market cap, or US$60.1m).Reported Earnings • Dec 22First half 2024 earnings releasedFirst half 2024 results: Revenue: €11.2m (down 88% from 1H 2023). Net loss: €1.80m (loss widened 350% from 1H 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Tech industry in Europe.Buying Opportunity • Dec 21Now 27% undervalued after recent price dropOver the last 90 days, the stock is down 7.1%. The fair value is estimated to be €1.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 34%. Revenue is forecast to grow by 35% in 2 years. Earnings is forecast to grow by 97% in the next 2 years.分析記事 • Dec 182CRSI S.A. (EPA:AL2SI) Soars 157% But It's A Story Of Risk Vs Reward2CRSI S.A. ( EPA:AL2SI ) shareholders would be excited to see that the share price has had a great month, posting a...分析記事 • Nov 21Are Investors Undervaluing 2CRSI S.A. (EPA:AL2SI) By 26%?Key Insights Using the 2 Stage Free Cash Flow to Equity, 2CRSI fair value estimate is €1.88 2CRSI is estimated to be...New Risk • Nov 21New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of French stocks, typically moving 20% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (20% average weekly change). Minor Risk Market cap is less than US$100m (€19.8m market cap, or US$21.7m).New Risk • Oct 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of French stocks, typically moving 9.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.1% average weekly change). Minor Risk Market cap is less than US$100m (€16.1m market cap, or US$17.1m).Reported Earnings • Jul 28Full year 2023 earnings releasedFull year 2023 results: Revenue: €184.1m (flat on FY 2022). Net loss: €11.9m (loss widened €10.8m from FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Tech industry in Europe.New Risk • Jul 20New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported August 2022 fiscal period end). Share price has been volatile over the past 3 months (9.3% average weekly change). Market cap is less than US$100m (€24.9m market cap, or US$27.7m).Price Target Changed • Jul 04Price target decreased by 8.3% to €3.30Down from €3.60, the current price target is provided by 1 analyst. New target price is 110% above last closing price of €1.57. Stock is down 50% over the past year. The company is forecast to post a net loss per share of €0.35 next year compared to a net loss per share of €0.075 last year.Major Estimate Revision • Jul 02Consensus EPS estimates fall by 300%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.04 to -€0.16 per share. Revenue forecast of €221.0m unchanged since last update. Tech industry in France expected to see average net income growth of 65% next year. Consensus price target of €3.60 unchanged from last update. Share price fell 14% to €1.59 over the past week.Price Target Changed • May 08Price target decreased by 16% to €3.05Down from €3.65, the current price target is an average from 2 analysts. New target price is 101% above last closing price of €1.52. Stock is down 67% over the past year. The company is forecast to post earnings per share of €0.09 next year compared to a net loss per share of €0.075 last year.Price Target Changed • May 03Price target decreased by 11% to €3.40Down from €3.80, the current price target is an average from 2 analysts. New target price is 104% above last closing price of €1.67. Stock is down 65% over the past year. The company is forecast to post earnings per share of €0.05 next year compared to a net loss per share of €0.075 last year.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Independent Director Dominique Henneresse was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Dec 01First half 2023 earnings releasedFirst half 2023 results: Revenue: €95.2m (up 5.5% from 1H 2022). Net loss: €400.0k (loss narrowed 64% from 1H 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Tech industry in Europe.Price Target Changed • Nov 16Price target decreased to €3.80Down from €4.65, the current price target is an average from 2 analysts. New target price is 43% above last closing price of €2.65. Stock is down 45% over the past year. The company is forecast to post earnings per share of €0.045 next year compared to a net loss per share of €0.075 last year.分析記事 • Oct 21Here's What's Concerning About 2CRSI's (EPA:2CRSI) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...分析記事 • Aug 25Is There Now An Opportunity In 2CRSI S.A. (EPA:2CRSI)?2CRSI S.A. ( EPA:2CRSI ), might not be a large cap stock, but it received a lot of attention from a substantial price...分析記事 • Jul 14€5.45: That's What Analysts Think 2CRSI S.A. (EPA:2CRSI) Is Worth After Its Latest ResultsShareholders of 2CRSI S.A. ( EPA:2CRSI ) will be pleased this week, given that the stock price is up 12% to €3.35...Price Target Changed • Jul 13Price target decreased to €5.45Down from €5.95, the current price target is an average from 2 analysts. New target price is 63% above last closing price of €3.35. Stock is down 14% over the past year.分析記事 • Jun 29The Returns On Capital At 2CRSI (EPA:2CRSI) Don't Inspire ConfidenceIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...分析記事 • Jan 242CRSI (EPA:2CRSI) Has No Shortage Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Dec 03First half 2022 earnings: Revenues in line with analyst expectationsFirst half 2022 results: Revenue: €90.2m (up 6.3% from 1H 2021). Net loss: €1.10m (loss narrowed 34% from 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 9.0%, compared to a 2.7% growth forecast for the industry in France.分析記事 • Nov 04Some Investors May Be Worried About 2CRSI's (EPA:2CRSI) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Jun 22Here's What's Concerning About 2CRSI's (EPA:2CRSI) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Price Target Changed • Apr 17Price target decreased to €5.95Down from €6.60, the current price target is an average from 2 analysts. New target price is 5.9% above last closing price of €5.62. Stock is up 144% over the past year.Price Target Changed • Feb 20Price target raised to €6.60Up from €5.00, the current price target is an average from 2 analysts. The new target price is 5.2% below the current share price of €6.96. As of last close, the stock is up 80% over the past year.Is New 90 Day High Low • Feb 16New 90-day high: €6.76The company is up 78% from its price of €3.80 on 17 November 2020. The French market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is up 32% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.76 per share.分析記事 • Feb 16What You Need To Know About 2CRSI S.A.'s (EPA:2CRSI) Investor CompositionEvery investor in 2CRSI S.A. ( EPA:2CRSI ) should be aware of the most powerful shareholder groups. Institutions will...Is New 90 Day High Low • Jan 04New 90-day high: €5.37The company is up 60% from its price of €3.36 on 06 October 2020. The French market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.60 per share.Is New 90 Day High Low • Dec 17New 90-day high: €4.52The company is up 30% from its price of €3.46 on 18 September 2020. The French market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.43 per share.Major Estimate Revision • Dec 08Analysts update estimatesAnalysts forecast the company to report a loss in 2021, lowering their consensus EPS forecasts from €0.015 to -€0.035. No change was made to the revenue estimate which at the last update was €169.9m. The Tech industry in France is expected to see an average net income growth of 23% next year. The consensus price target increased from €5.00 to €5.70. Share price stayed mostly flat at €4.34 over the past week.Price Target Changed • Dec 02Price target raised to €5.40Up from €4.75, the current price target is an average from 2 analysts. The new target price is 26% above the current share price of €4.30. As of last close, the stock is down 9.8% over the past year.Is New 90 Day High Low • Nov 25New 90-day high: €4.48The company is up 46% from its price of €3.07 on 27 August 2020. The French market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.21 per share.Is New 90 Day High Low • Oct 29New 90-day low: €3.01The company is down 11% from its price of €3.38 on 30 July 2020. The French market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.15 per share.Is New 90 Day High Low • Sep 25New 90-day low: €3.05The company is down 13% from its price of €3.52 on 26 June 2020. The French market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.88 per share.収支内訳2CRSI の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史ENXTPA:AL2SI 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Dec 25405815030 Sep 25313515030 Jun 25221215031 Dec 24143518030 Sep 24137017030 Jun 24131-516031 Aug 23179-1038031 May 23181-1139028 Feb 23188-1342030 Nov 22228-545031 Aug 22189038031 May 22186-136028 Feb 22184-134030 Nov 21179-233031 Aug 21175-332031 May 21169-330028 Feb 21163-429029 Feb 2066-518030 Jun 1961112031 Mar 1963210031 Dec 186549030 Sep 185837030 Jun 185026031 Mar 184015031 Dec 173114031 Dec 1611030質の高い収益: AL2SIは 高品質の収益 を持っています。利益率の向上: AL2SIの現在の純利益率 (2%)は、昨年(3.4%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: AL2SI過去 5 年間で収益を上げており、収益は年間37.7%増加しています。成長の加速: AL2SIの過去 1 年間の収益成長率 ( 67.1% ) は、5 年間の平均 ( 年間37.7%を上回っています。収益対業界: AL2SIの過去 1 年間の収益成長率 ( 67.1% ) はTech業界-3.9%を上回りました。株主資本利益率高いROE: AL2SIの 自己資本利益率 ( 20.9% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 02:17終値2026/05/20 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋2CRSI S.A. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Yann de PeyrelongueGilbert DupontMatthias DesmaraisODDO BHF Corporate & MarketsNicolas ThorezODDO BHF Corporate & Markets3 その他のアナリストを表示
お知らせ • Jan 09+ 1 more update2CRSI S.A. to Report First Half, 2026 Results on Mar 26, 20262CRSI S.A. announced that they will report first half, 2026 results on Mar 26, 2026
分析記事 • Nov 07There May Be Underlying Issues With The Quality Of 2CRSI's (EPA:AL2SI) EarningsInvestors were disappointed with 2CRSI S.A.'s ( EPA:AL2SI ) earnings, despite the strong profit numbers. Our analysis...
Reported Earnings • Nov 05Full year 2025 earnings releasedFull year 2025 results: Revenue: €224.3m (up 71% from FY 2024). Net income: €2.13m (up €7.02m from FY 2024). Profit margin: 0.9% (up from net loss in FY 2024). Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Tech industry in France.
お知らせ • Oct 012CRSI S.A. to Report Fiscal Year 2025 Results on Oct 30, 20252CRSI S.A. announced that they will report fiscal year 2025 results at 9:00 AM, Central European Standard Time on Oct 30, 2025
分析記事 • Apr 022CRSI's (EPA:AL2SI) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after 2CRSI S.A. ( EPA:AL2SI ) posted decent earnings last week. We did some digging and...
Reported Earnings • Mar 31First half 2025 earnings releasedFirst half 2025 results: Revenue: €21.8m (up 103% from 1H 2024). Net income: €2.55m (up €7.06m from 1H 2024). Profit margin: 12% (up from net loss in 1H 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Tech industry in France.
New Risk • Apr 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.0% Last year net profit margin: 3.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (2.0% net profit margin).
分析記事 • Mar 30Revenue Downgrade: Here's What Analysts Forecast For 2CRSI S.A. (EPA:AL2SI)Today is shaping up negative for 2CRSI S.A. ( EPA:AL2SI ) shareholders, with the analysts delivering a substantial...
Major Estimate Revision • Mar 29Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €492.0m to €441.7m. EPS estimate fell from €1.31 to €1.20 per share. Net income forecast to grow 1,158% next year vs 55% growth forecast for Tech industry in France. Consensus price target up from €26.37 to €38.07. Share price rose 13% to €24.60 over the past week.
Major Estimate Revision • Feb 19Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from €440.8m to €490.8m. EPS estimate increased from €1.13 to €1.22 per share. Net income forecast to grow 1,195% next year vs 36% growth forecast for Tech industry in France. Consensus price target up from €22.22 to €25.87. Share price rose 35% to €22.25 over the past week.
お知らせ • Feb 17Valeo and 2CRSi Launch an Outdoor Autonomous Immersion-Cooled Edge Data Center Solution for Indian Telecom OperatorsValeo and 2CRSi are advancing their collaboration with a new solution specifically designed for local edge data centers. This project directly addresses the infrastructure challenges driven by nationwide 5G deployment and the rapid expansion of AI applications. Set to be unveiled at the AI Impact Summit in New Delhi, the prototype solution demonstrates both companies' commitment to delivering maintenance-free, energy-efficient, reliable, high-performance Edge AI infrastructure tailored to India's demanding climate conditions and scalable to support the country's long-term digital growth strategy. Building on the partnership initiated in November 2025, Valeo and 2CRSi have reached a new milestone with the development of an autonomous (water-free) immersion-cooled solution engineered for decentralized digital infrastructure. By combining 2CRSi's advanced expertise in server architecture and manufacturing with Valeo's decades of experience in high-efficiency thermal management, system integration, and wide temperature-range operations - developed through its global automotive leadership - the two companies have designed a fully autonomous immersion-cooled edge computing system capable of operating in: Ambient temperatures exceeding 50degC. High humidity conditions. Dust-heavy environments. Flood-prone locations. A Competitive Alternative to Conventional Edge Deployments. Unlike traditional edge infrastructure requiring dedicated buildings, water loops, chillers, and complex maintenance operations, the Valeo-2CRSi solution operates as a compact and standalone unit. The system eliminates water dependency, removes the need for chillers and mechanical cooling systems, reduces infrastructure footprint, and minimizes maintenance requirements. This architecture significantly reduces deployment complexity, lowers both CAPEX and OPEX, and improves Total Cost of Ownership (TCO) for telecom operators and infrastructure providers - a critical factor for large-scale 5G rollouts and distributed AI inference. Its automotive-grade reliability standards provide an additional structural advantage over conventional IT systems not originally engineered for extreme outdoor conditions. To bring this technology to market, the partners will follow a rigorous industrialization roadmap throughout 2026. Sustainability and Environmental Contribution. The solution also responds to growing environmental requirements associated with digital infrastructure expansion: ?? Zero water consumption, eliminating a critical constraint in water-stressed regions;; By replacing traditional air cooling (annualized Power Usage Effectiveness (PUE) ~1.6) with immersion cooling (PUE < 1.1), the system reduces total infrastructure energy consumption by 30-35% translating into annual saving of 6-8MWh for a 1.5 kW IT load operation in outdoor conditions such as Bengaluru. Designed as a compact, standalone unit, the system operates without water loops, chillers, or dedicated buildings. This makes it uniquely suited for India's edge environments, where 5G expansion and AI-driven services require resilient, low-main maintenance infrastructure deployed close to telecom antennas, even in remote, dusty, humid locations. By adapting automotive-grade reliability standards to digital infrastructure, Valeo and 2C RSi are contributing to the development of next-generation edge data centers capable of supporting AI inference, telecom networks, and emerging digital services across India.
Price Target Changed • Feb 15Price target increased by 12% to €19.93Up from €17.83, the current price target is an average from 3 analysts. New target price is 21% above last closing price of €16.42. Stock is up 255% over the past year. The company is forecast to post earnings per share of €1.13 for next year compared to €0.095 last year.
分析記事 • Jan 31Revenues Tell The Story For 2CRSI S.A. (EPA:AL2SI) As Its Stock Soars 27%2CRSI S.A. ( EPA:AL2SI ) shares have continued their recent momentum with a 27% gain in the last month alone. The last...
お知らせ • Jan 09+ 1 more update2CRSI S.A. to Report First Half, 2026 Results on Mar 26, 20262CRSI S.A. announced that they will report first half, 2026 results on Mar 26, 2026
お知らせ • Nov 132CRSI S.A., Annual General Meeting, Dec 18, 20252CRSI S.A., Annual General Meeting, Dec 18, 2025. Location: 11 rue madeleine reberioux, strasbourg France
分析記事 • Nov 07There May Be Underlying Issues With The Quality Of 2CRSI's (EPA:AL2SI) EarningsInvestors were disappointed with 2CRSI S.A.'s ( EPA:AL2SI ) earnings, despite the strong profit numbers. Our analysis...
Reported Earnings • Nov 05Full year 2025 earnings releasedFull year 2025 results: Revenue: €224.3m (up 71% from FY 2024). Net income: €2.13m (up €7.02m from FY 2024). Profit margin: 0.9% (up from net loss in FY 2024). Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Tech industry in France.
Price Target Changed • Nov 02Price target increased by 40% to €16.17Up from €11.57, the current price target is an average from 3 analysts. New target price is 59% above last closing price of €10.14. Stock is up 163% over the past year.
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to €10.14, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Tech industry in France. Total returns to shareholders of 370% over the past three years.
New Risk • Oct 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Large one-off items impacting financial results.
お知らせ • Oct 012CRSI S.A. to Report Fiscal Year 2025 Results on Oct 30, 20252CRSI S.A. announced that they will report fiscal year 2025 results at 9:00 AM, Central European Standard Time on Oct 30, 2025
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €10.58, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 9x in the Tech industry in France. Total returns to shareholders of 424% over the past three years.
Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Director Lilla Merabet was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Aug 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €7.70, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Tech industry in France. Total returns to shareholders of 171% over the past three years.
分析記事 • Aug 22Returns On Capital Are Showing Encouraging Signs At 2CRSI (EPA:AL2SI)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €10.68, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 8x in the Tech industry in France. Total returns to shareholders of 258% over the past three years.
Price Target Changed • Aug 03Price target increased by 13% to €10.87Up from €9.63, the current price target is an average from 3 analysts. New target price is 19% above last closing price of €9.13. Stock is up 137% over the past year.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €7.93, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Tech industry in France. Total returns to shareholders of 160% over the past three years.
お知らせ • Jul 032CRSi SA Submits the Application of the European Consortium ÆTHER to Develop an ‘AI Gigafactory’ in the heart of Europe – the first with a Net-Negative Carbon Footprint2CRSi announced that it has submitted, on behalf of a consortium of European industrial players, the application for a project named ÆTHER in response to the call for expressions of interest (CEI) launched by the European Commission and EuroHPC for the establishment of artificial intelligence “gigafactories.” This strategic initiative, supported by the “InvestAI” program, aims to mobilize up to €20 billion in public and private investment to deploy AI Gigafactories across the European Union.
Major Estimate Revision • Jun 29Consensus revenue estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from €223.0m to €246.3m. EPS estimate unchanged from €0.47 at last update. Tech industry in France expected to see average net income growth of 55% next year. Consensus price target of €8.83 unchanged from last update. Share price rose 26% to €6.83 over the past week.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €6.83, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 7x in the Tech industry in France. Total returns to shareholders of 132% over the past three years.
分析記事 • Jun 022CRSI S.A.'s (EPA:AL2SI) Shares Leap 46% Yet They're Still Not Telling The Full StoryThe 2CRSI S.A. ( EPA:AL2SI ) share price has done very well over the last month, posting an excellent gain of 46...
New Risk • May 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of French stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €5.14, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Tech industry in France. Total returns to shareholders of 30% over the past three years.
Price Target Changed • May 23Price target increased by 15% to €8.83Up from €7.70, the current price target is an average from 3 analysts. New target price is 88% above last closing price of €4.69. Stock is down 4.5% over the past year.
分析記事 • May 23Does 2CRSI (EPA:AL2SI) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Apr 18Positive Sentiment Still Eludes 2CRSI S.A. (EPA:AL2SI) Following 26% Share Price Slump2CRSI S.A. ( EPA:AL2SI ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...
分析記事 • Apr 022CRSI's (EPA:AL2SI) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after 2CRSI S.A. ( EPA:AL2SI ) posted decent earnings last week. We did some digging and...
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €3.94, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Tech industry in France. Total returns to shareholders of 1.7% over the past three years.
Reported Earnings • Mar 31First half 2025 earnings releasedFirst half 2025 results: Revenue: €21.8m (up 103% from 1H 2024). Net income: €2.55m (up €7.06m from 1H 2024). Profit margin: 12% (up from net loss in 1H 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Tech industry in France.
Price Target Changed • Mar 28Price target decreased by 7.6% to €7.70Down from €8.33, the current price target is an average from 3 analysts. New target price is 91% above last closing price of €4.03. Stock is down 5.2% over the past year.
New Risk • Feb 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-€4.0m). Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (17% increase in shares outstanding).
分析記事 • Feb 14Investors Aren't Entirely Convinced By 2CRSI S.A.'s (EPA:AL2SI) RevenuesThere wouldn't be many who think 2CRSI S.A.'s ( EPA:AL2SI ) price-to-sales (or "P/S") ratio of 0.7x is worth a mention...
Price Target Changed • Jan 09Price target decreased by 7.4% to €8.33Down from €9.00, the current price target is an average from 3 analysts. New target price is 92% above last closing price of €4.35. Stock is up 184% over the past year.
Price Target Changed • Nov 05Price target increased by 7.1% to €9.00Up from €8.40, the current price target is an average from 2 analysts. New target price is 108% above last closing price of €4.33. Stock is up 443% over the past year.
Reported Earnings • Nov 04Full year 2024 earnings releasedFull year 2024 results: Revenue: €135.3m (down 25% from FY 2023). Net loss: €4.88m (loss narrowed 57% from FY 2023). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Tech industry in France.
お知らせ • Oct 102CRSi Launches the ATLAS 1.8GG, the Densest Server in the World Designed Exclusively for Dual-phase Immersion Cooling2CRSi announced the launch of a major innovation: the ATLAS 1.8GG server, the densest 1U GPU server, designed exclusively for dual-phase immersion cooling and capable of accommodating up to 8 high-performance GPUs such as NVIDIA H100, marking a significant technological advancement in the server industry. Dual-phase immersion cooling is a cutting-edge technology that uses a dielectric liquid to dissipate heat from electronic components. This liquid, in direct contact with the electronics, absorbs heat and transitions to a gaseous state before condensing and returning to liquid form, enabling efficient and silent thermal management. This method drastically reduces the energy consumption dedicated to cooling, increasing overall system efficiency while significantly extending the lifespan of the components. The launch of the ATLAS 1.8 GG positions 2CRSi at the forefront of global innovation in density, being the first manufacturer in the world to integrate 8 NVIDIA H100 GPUs in a single U, while utilizing dual-phase immersion cooling technology. This unique ultra-dense design not only optimizes space utilization but also reduces energy consumption associated with cooling high-performance computing infrastructures, addressing today's environmental challenges while maximizing performance. This server is particularly suited for HPC and Artificial Intelligence applications close to users, in sensitive sovereign sites, and especially in telecommunications infrastructures. The first ATLAS 1.8GG servers have already been sold, with new series available starting in November 2024. A version equipped with 8 NVIDIA H200 GPUs, in 2U, is expected to be unveiled in early 2025. These 2CRSi server solutions dedicated to AI target data centers and companies looking to optimize their AI and high-performance computing infrastures while adopting an eco-friendly approach.
お知らせ • Sep 062CRSi Announces the Production of Its New Godi 1.8ER-NV8 Servers Equipped with 8x NVIDIA H200 SXM5 GPUs, with an Estimated Market Value of USD 288 Million2CRSi announced that it has placed orders with its suppliers for the components required to manufacture its new HGX server, the Godi 1.8ER-NV8. This server, equipped with eight NVIDIA H200 GPUs, comes with an optional liquid cooling system to optimize performance while reducing energy consumption. The NVIDIA H200 Tensor Core GPU accelerates generative AI workloads and high-performance computing (HPC) with significant memory capacity and performance. As the first GPU with an HBM3e interface, the H200 features more and faster memory, enabling faster generative AI models and large language models (LLMs) while advancing scientific computing with optimized processing of HPC workloads. With this new version of its product, the Godi 1. 8ER-NV8, 2CRSi continues its innovation efforts to consolidate its success in the field of machines dedicated to artificial intelligence. The supply orders, placed in July 2024, confirm the company's strategy to meet the growing demand for high-performance servers capable of supporting the latest technologies. 2CRSi currently offers its products with traditional air cooling, but for clients looking to optimize their operational expenses (OPEX), 2CRSi provides various liquid cooling solutions, whether at the server, rack, or data center level. The first shipments are scheduled to begin in the third week of October 2024 and will extend throughout 2025, with an estimated market value of USD 288 million. In addition to server sales, 2CRSi offers a comprehensive range of associated services, including on-site installation and maintenance, as well as the design and operation of infrastructures.
New Risk • Jul 07New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended August 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10.0% average weekly change). Shareholders have been substantially diluted in the past year (57% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported August 2023 fiscal period end). Market cap is less than US$100m (€86.5m market cap, or US$93.8m).
New Risk • May 19New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 57% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Shareholders have been substantially diluted in the past year (57% increase in shares outstanding).
Price Target Changed • Apr 02Price target decreased by 24% to €6.30Down from €8.30, the current price target is provided by 1 analyst. New target price is 48% above last closing price of €4.25. Stock is up 85% over the past year. The company posted a net loss per share of €0.86 last year.
New Risk • Jan 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 34% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (30% average weekly change). Minor Risks Shareholders have been diluted in the past year (34% increase in shares outstanding). Market cap is less than US$100m (€55.1m market cap, or US$60.1m).
Reported Earnings • Dec 22First half 2024 earnings releasedFirst half 2024 results: Revenue: €11.2m (down 88% from 1H 2023). Net loss: €1.80m (loss widened 350% from 1H 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Tech industry in Europe.
Buying Opportunity • Dec 21Now 27% undervalued after recent price dropOver the last 90 days, the stock is down 7.1%. The fair value is estimated to be €1.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 34%. Revenue is forecast to grow by 35% in 2 years. Earnings is forecast to grow by 97% in the next 2 years.
分析記事 • Dec 182CRSI S.A. (EPA:AL2SI) Soars 157% But It's A Story Of Risk Vs Reward2CRSI S.A. ( EPA:AL2SI ) shareholders would be excited to see that the share price has had a great month, posting a...
分析記事 • Nov 21Are Investors Undervaluing 2CRSI S.A. (EPA:AL2SI) By 26%?Key Insights Using the 2 Stage Free Cash Flow to Equity, 2CRSI fair value estimate is €1.88 2CRSI is estimated to be...
New Risk • Nov 21New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of French stocks, typically moving 20% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (20% average weekly change). Minor Risk Market cap is less than US$100m (€19.8m market cap, or US$21.7m).
New Risk • Oct 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of French stocks, typically moving 9.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.1% average weekly change). Minor Risk Market cap is less than US$100m (€16.1m market cap, or US$17.1m).
Reported Earnings • Jul 28Full year 2023 earnings releasedFull year 2023 results: Revenue: €184.1m (flat on FY 2022). Net loss: €11.9m (loss widened €10.8m from FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Tech industry in Europe.
New Risk • Jul 20New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported August 2022 fiscal period end). Share price has been volatile over the past 3 months (9.3% average weekly change). Market cap is less than US$100m (€24.9m market cap, or US$27.7m).
Price Target Changed • Jul 04Price target decreased by 8.3% to €3.30Down from €3.60, the current price target is provided by 1 analyst. New target price is 110% above last closing price of €1.57. Stock is down 50% over the past year. The company is forecast to post a net loss per share of €0.35 next year compared to a net loss per share of €0.075 last year.
Major Estimate Revision • Jul 02Consensus EPS estimates fall by 300%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.04 to -€0.16 per share. Revenue forecast of €221.0m unchanged since last update. Tech industry in France expected to see average net income growth of 65% next year. Consensus price target of €3.60 unchanged from last update. Share price fell 14% to €1.59 over the past week.
Price Target Changed • May 08Price target decreased by 16% to €3.05Down from €3.65, the current price target is an average from 2 analysts. New target price is 101% above last closing price of €1.52. Stock is down 67% over the past year. The company is forecast to post earnings per share of €0.09 next year compared to a net loss per share of €0.075 last year.
Price Target Changed • May 03Price target decreased by 11% to €3.40Down from €3.80, the current price target is an average from 2 analysts. New target price is 104% above last closing price of €1.67. Stock is down 65% over the past year. The company is forecast to post earnings per share of €0.05 next year compared to a net loss per share of €0.075 last year.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Independent Director Dominique Henneresse was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Dec 01First half 2023 earnings releasedFirst half 2023 results: Revenue: €95.2m (up 5.5% from 1H 2022). Net loss: €400.0k (loss narrowed 64% from 1H 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Tech industry in Europe.
Price Target Changed • Nov 16Price target decreased to €3.80Down from €4.65, the current price target is an average from 2 analysts. New target price is 43% above last closing price of €2.65. Stock is down 45% over the past year. The company is forecast to post earnings per share of €0.045 next year compared to a net loss per share of €0.075 last year.
分析記事 • Oct 21Here's What's Concerning About 2CRSI's (EPA:2CRSI) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
分析記事 • Aug 25Is There Now An Opportunity In 2CRSI S.A. (EPA:2CRSI)?2CRSI S.A. ( EPA:2CRSI ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 • Jul 14€5.45: That's What Analysts Think 2CRSI S.A. (EPA:2CRSI) Is Worth After Its Latest ResultsShareholders of 2CRSI S.A. ( EPA:2CRSI ) will be pleased this week, given that the stock price is up 12% to €3.35...
Price Target Changed • Jul 13Price target decreased to €5.45Down from €5.95, the current price target is an average from 2 analysts. New target price is 63% above last closing price of €3.35. Stock is down 14% over the past year.
分析記事 • Jun 29The Returns On Capital At 2CRSI (EPA:2CRSI) Don't Inspire ConfidenceIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
分析記事 • Jan 242CRSI (EPA:2CRSI) Has No Shortage Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Dec 03First half 2022 earnings: Revenues in line with analyst expectationsFirst half 2022 results: Revenue: €90.2m (up 6.3% from 1H 2021). Net loss: €1.10m (loss narrowed 34% from 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 9.0%, compared to a 2.7% growth forecast for the industry in France.
分析記事 • Nov 04Some Investors May Be Worried About 2CRSI's (EPA:2CRSI) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Jun 22Here's What's Concerning About 2CRSI's (EPA:2CRSI) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Price Target Changed • Apr 17Price target decreased to €5.95Down from €6.60, the current price target is an average from 2 analysts. New target price is 5.9% above last closing price of €5.62. Stock is up 144% over the past year.
Price Target Changed • Feb 20Price target raised to €6.60Up from €5.00, the current price target is an average from 2 analysts. The new target price is 5.2% below the current share price of €6.96. As of last close, the stock is up 80% over the past year.
Is New 90 Day High Low • Feb 16New 90-day high: €6.76The company is up 78% from its price of €3.80 on 17 November 2020. The French market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is up 32% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.76 per share.
分析記事 • Feb 16What You Need To Know About 2CRSI S.A.'s (EPA:2CRSI) Investor CompositionEvery investor in 2CRSI S.A. ( EPA:2CRSI ) should be aware of the most powerful shareholder groups. Institutions will...
Is New 90 Day High Low • Jan 04New 90-day high: €5.37The company is up 60% from its price of €3.36 on 06 October 2020. The French market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.60 per share.
Is New 90 Day High Low • Dec 17New 90-day high: €4.52The company is up 30% from its price of €3.46 on 18 September 2020. The French market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.43 per share.
Major Estimate Revision • Dec 08Analysts update estimatesAnalysts forecast the company to report a loss in 2021, lowering their consensus EPS forecasts from €0.015 to -€0.035. No change was made to the revenue estimate which at the last update was €169.9m. The Tech industry in France is expected to see an average net income growth of 23% next year. The consensus price target increased from €5.00 to €5.70. Share price stayed mostly flat at €4.34 over the past week.
Price Target Changed • Dec 02Price target raised to €5.40Up from €4.75, the current price target is an average from 2 analysts. The new target price is 26% above the current share price of €4.30. As of last close, the stock is down 9.8% over the past year.
Is New 90 Day High Low • Nov 25New 90-day high: €4.48The company is up 46% from its price of €3.07 on 27 August 2020. The French market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Tech industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.21 per share.
Is New 90 Day High Low • Oct 29New 90-day low: €3.01The company is down 11% from its price of €3.38 on 30 July 2020. The French market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.15 per share.
Is New 90 Day High Low • Sep 25New 90-day low: €3.05The company is down 13% from its price of €3.52 on 26 June 2020. The French market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Tech industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.88 per share.