Price Target Changed • May 24
Price target increased by 24% to €47.05 Up from €38.07, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €46.70. Stock is up 896% over the past year. The company is forecast to post earnings per share of €1.14 for next year compared to €0.095 last year. New Risk • Apr 09
New minor risk - Profit margin trend The 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). Major Estimate Revision • Mar 29
Consensus 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 19
Consensus 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. 공시 • Feb 17
Valeo and 2CRSi Launch an Outdoor Autonomous Immersion-Cooled Edge Data Center Solution for Indian Telecom Operators Valeo 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. 
