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Quantum Corporation

NasdaqGM:QMCO 株式レポート

時価総額:US$929.3m

  • 会社概要
    • 評価
    • 将来の成長
    • 過去の実績
    • 財務の健全性
    • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Quantum マネジメント

マネジメント 基準チェック /14

Quantumの CEO はHugues Meyrathで、 Jun2025年に任命され、 の在任期間は 1.25年です。 の年間総報酬は$ 2.23Mで、 19.9%給与と80.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.53%を直接所有しており、その価値は$ 4.88M 。経営陣と取締役会の平均在任期間はそれぞれ1.2年と2.3年です。

主要情報

Hugues Meyrath

最高経営責任者

US$2.2m

報酬総額

CEO給与比率19.88%
CEO在任期間1.3yrs
CEOの所有権0.5%
経営陣の平均在職期間1.2yrs
取締役会の平均在任期間2.3yrs

経営陣の近況

Recent 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
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ナラティブ更新 • 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.
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ナラティブ更新 • Jul 22

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

The analyst fair value estimate for Quantum has shifted from $9.00 to $13.00. This reflects updated views on higher long-term revenue growth, improved profit margin potential, and a lower discount rate, aligned with recent Street price targets clustered around $13 to $20.
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ナラティブ更新 • Jul 08

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

The analyst fair value estimate for Quantum has shifted from $13.00 to $20.00 as analysts factor in company guidance, a higher projected revenue growth profile, improved margin assumptions, and reduced perceived financing risk following debt elimination and a $100M capital raise. Analyst Commentary Recent Street research on Quantum reflects a mix of caution on valuation and optimism around execution, balance sheet changes, and the medium term setup.
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ナラティブ更新 • Jun 24

QMCO: Cleaner Capital Structure Will Support Measured Future Upside Potential

Analysts have raised their price target on Quantum to $20 from $8, citing the company's elimination of debt, a $100 million capital raise, and the conversion of notes to equity as key factors that reduce perceived financing risk. What’s in the News for Quantum Quantum Corporation reported that for the fourth quarter ended March 31, 2026, it expects revenue of approximately $77.5 million, plus or minus $2 million.
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ナラティブ更新 • Jun 06

QMCO: Cleaner Balance Sheet Will Support Future Upside Potential

Analysts have raised their Quantum price target from $10.00 to $16.50, citing reduced financing risk after the company eliminated its debt, raised $100 million of capital, and converted notes to equity. Analyst Commentary Bullish Takeaways Bullish analysts point to the completed balance sheet clean up, including elimination of debt and conversion of notes to equity, as a key reason they see less financing risk weighing on the stock's valuation multiple.
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ナラティブ更新 • Mar 22

QMCO: Improving Operations And New CFO Appointment Will Support Future Upside

Analysts have trimmed their 12 month price target for Quantum to $7 from $9, citing ongoing free cash flow challenges, a still heavy debt load, and lower tech sector valuation multiples, even as the business shows signs of improvement. Analyst Commentary Bullish Takeaways Bullish analysts point to signs that Quantum's core business is improving, which they see as an important base for any eventual valuation recovery.
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ナラティブ更新 • Mar 05

QMCO: Improving Operations And New CFO Hire Will Support Future Rebound

Analysts have trimmed their 12 month price target on Quantum to $7 from $9, pointing to lower assumed revenue growth, a slightly reduced future P/E multiple, and ongoing concerns about the company’s debt load relative to its free cash flow profile. Analyst Commentary Bullish Takeaways Bullish analysts point to signs that Quantum's core business is improving, which they see as a necessary step for rebuilding investor confidence over time.
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ナラティブ更新 • Feb 19

QMCO: Improving Operations Will Support Rebound Despite Debt And Cash Flow Concerns

Narrative Update on Quantum The analyst price target for Quantum has moved from $9 to $7, as analysts factor in higher required returns, a lower fair value estimate of $10.00, and concerns about debt levels and free cash flow alongside lower technology sector valuation multiples. Analyst Commentary Recent commentary around Quantum reflects a mixed stance, with the lower $7 price target balancing signs of operational improvement against ongoing balance sheet and cash flow concerns, as well as a reset in sector valuation multiples.
分析記事 • Feb 06

Quantum Corporation's (NASDAQ:QMCO) 38% Dip In Price Shows Sentiment Is Matching Revenues

Quantum Corporation ( NASDAQ:QMCO ) shareholders that were waiting for something to happen have been dealt a blow with...
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ナラティブ更新 • Sep 16

Subscription Model And DXi Sales Will Drive Future Success

The sharp reduction in Quantum’s price target reflects a downgrade in growth expectations, as revenue forecasts have turned negative and profit margins have contracted, resulting in a new fair value of $11.50. What's in the News Quantum issued Q2 2026 revenue guidance of approximately $61 million, plus or minus $2 million.
分析記事 • Jun 19

Quantum Corporation's (NASDAQ:QMCO) 30% Dip In Price Shows Sentiment Is Matching Revenues

Unfortunately for some shareholders, the Quantum Corporation ( NASDAQ:QMCO ) share price has dived 30% in the last...
分析記事 • Apr 27

Lacklustre Performance Is Driving Quantum Corporation's (NASDAQ:QMCO) Low P/S

With a price-to-sales (or "P/S") ratio of 0.2x Quantum Corporation ( NASDAQ:QMCO ) may be sending bullish signals at...
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新しいナラティブ • Apr 04

Subscription Model And DXi Sales Will Drive Future Success

Quantum's shift to a subscription model boosts recurring revenue, enhancing profitability and cash flow stability amid growing ARR.
Seeking Alpha • Feb 13

Quantum Corporation: Improved Results, But Still Not A Quantum Computing Play - Sell

Summary Debt-laden data storage solutions provider Quantum Corporation reported sequentially improved Q3/FY2025 results largely in line with expectations. Increased contributions from new higher-margin products and recent cost savings initiatives resulted in improved Adjusted EBITDA of $4.7 million. However, free cash flow remained negative. The company plans to address persistent debt issues by selling up to $200 million in new common shares at discounted prices to a fund managed by Yorkshire Advisors. Fully utilizing the equity purchase agreement could easily result in shares quadrupling from current levels. In addition, management clarified that the company is not engaged in quantum computing. With Quantum Corporation not being a quantum computing play and considering the elevated risk of substantial near-term dilution, I am reiterating my “Sell” rating on the company's QMCO common shares. Read the full article on Seeking Alpha
分析記事 • Jan 16

Quantum Corporation (NASDAQ:QMCO) Surges 44% Yet Its Low P/S Is No Reason For Excitement

Despite an already strong run, Quantum Corporation ( NASDAQ:QMCO ) shares have been powering on, with a gain of 44% in...
Seeking Alpha • Jan 10

Quantum Corporation: An Unsurprising Correction

Summary Quantum Corporation faces significant financial challenges, with over $120M in debt and less than $17M in cash. After a fall rally, QMCO's stock fell this week, due to confusion with quantum computing stocks and inaccurate reports of insider selling. The company's future hinges on becoming profitable through data management solutions for AI, but it reported YoY revenue declines. Cost-cutting measures aim for positive cash flow by fiscal 2026, but the tightness of the debt requires a greater margin of safety before buying. Read the full article on Seeking Alpha
Seeking Alpha • Dec 17

Quantum's Future Feels Cloudy As Hype Outpaces Results

Summary Quantum Corporation's stock surged 250% this year, driven by innovations and AI/cloud market efforts, but persistent unprofitability and shrinking revenue raise concerns. Despite improved gross margins and reduced operating expenses, Quantum's financial health remains precarious with significant debt and ongoing revenue decline in older storage systems. Strategic initiatives include the high-density Scalar i7 Raptor and subscription-based models, aiming for higher-margin predictable revenue, yet execution risks and competition loom large. Quantum is a speculative “hold” as management must stabilize revenue, improve margins, and generate consistent free cash flow to justify a more optimistic outlook. Read the full article on Seeking Alpha
分析記事 • Nov 26

Quantum Corporation's (NASDAQ:QMCO) Share Price Boosted 339% But Its Business Prospects Need A Lift Too

Quantum Corporation ( NASDAQ:QMCO ) shares have continued their recent momentum with a 339% gain in the last month...
分析記事 • Aug 27

Quantum Corporation (NASDAQ:QMCO) May Have Run Too Fast Too Soon With Recent 47% Price Plummet

The Quantum Corporation ( NASDAQ:QMCO ) share price has fared very poorly over the last month, falling by a substantial...
分析記事 • Jun 21

Investors Don't See Light At End Of Quantum Corporation's (NASDAQ:QMCO) Tunnel And Push Stock Down 35%

To the annoyance of some shareholders, Quantum Corporation ( NASDAQ:QMCO ) shares are down a considerable 35% in the...

CEO報酬分析

Quantum の収益と比較して、Hugues Meyrath の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

-US$239m

Mar 31 2026US$2mUS$444k

-US$101m

Dec 31 2025n/an/a

-US$99m

Sep 30 2025n/an/a

-US$147m

Jun 30 2025n/an/a

-US$112m

Mar 31 2025US$172kn/a

-US$115m

Dec 31 2024n/an/a

-US$126m

Sep 30 2024n/an/a

-US$61m

Jun 30 2024n/an/a

-US$52m

Mar 31 2024US$78kn/a

-US$41m

Dec 31 2023n/an/a

-US$33m

Sep 30 2023n/an/a

-US$23m

Jun 30 2023n/an/a

-US$17m

Mar 31 2023US$121kn/a

-US$18m

報酬と市場: Huguesの 総報酬 ($USD 2.23M ) は、 US市場 ($USD 3.52M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Huguesの報酬は増加しましたが、会社は利益を上げていません。


CEO

Hugues Meyrath (56 yo)

1.3yrs
在職期間
US$2,234,049
報酬

Mr. Hugues Meyrath is CEO and President of Quantum Corporation from June 2, 2025 and has been its Director since November 9, 2022 and was Independent Director from November 09, 2022 to June 2, 2025. He had...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Hugues Meyrath
President1.3yrsUS$2.23m0.53%
$ 4.9m
Kenneth Gianella
Advisor1.4yrsUS$823.19k0.047%
$ 441.3k
Anthony Craythorne
Chief Revenue Officer1.2yrsUS$809.21k0.034%
$ 318.8k
William White
Chief Financial Officerless than a yearデータなし0.063%
$ 589.5k
Bruno Hald
Vice President of Operations1.7yrsデータなしデータなし
Hiral Patel
Chief Accounting Officer & Principal Accounting Officerno dataデータなしデータなし
Marc Smith
Technical Directorno dataデータなしデータなし
Tara Ilges
General Counsel & Corporate Secretary1.7yrsデータなしデータなし
Doug Ingraham
Chief Product Officerless than a yearデータなしデータなし
1.2yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: QMCOの経営陣は 経験豊富 とはみなされません ( 1.2年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Hugues Meyrath
President3.8yrsUS$2.23m0.53%
$ 4.9m
Donald Jaworski
Independent Chairman of the Board3.8yrsUS$195.32k0.10%
$ 935.5k
John Fichthorn
Independent Director1.4yrsUS$190.77k0.069%
$ 643.1k
Tony Blevins
Independent Director1.1yrsUS$122.33k0.033%
$ 306.6k
Yue Zhou White
Independent Director5yrsUS$158.86k0.10%
$ 970.1k
John Tracy
Independent Director2.3yrsUS$187.61k0.069%
$ 636.7k
James Clancy
Independent Director1.1yrsUS$121.70k0.033%
$ 306.6k
2.3yrs
平均在職期間
58yo
平均年齢

経験豊富なボード: QMCOの 取締役会 は 経験豊富 ではない ( 2.3年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


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2026/09/13 23:28
終値2026/09/11 00:00
収益2026/06/30
年間収益2026/03/31

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-K
  • SEC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4
  • SEC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-K
  • SEC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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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

Quantum Corporation 2 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。7

アナリスト機関
Craig EllisB. Riley Securities, Inc.
Chad BennettCraig-Hallum Capital Group LLC
Jacob StephanLake Street Capital Markets, LLC

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