View Future Growth2CRSI 과거 순이익 실적과거 기준 점검 5/62CRSI은 연평균 37.7%의 비율로 수입이 증가해 온 반면, Tech 산업은 수입이 37.7% 증가했습니다. 매출은 연평균 10.5%의 비율로 증가했습니다. 2CRSI의 자기자본이익률은 20.9%이고 순이익률은 2%입니다.핵심 정보37.68%순이익 성장률12.05%주당순이익(EPS) 성장률Tech 산업 성장률-20.90%매출 성장률10.53%자기자본이익률20.94%순이익률2.01%다음 순이익 업데이트29 Oct 2026최근 과거 실적 업데이트공시 • 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, 2026분석 기사 • 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.공시 • 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, 2025분석 기사 • 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.모든 업데이트 보기Recent 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).분석 기사 • 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.공시 • 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.분석 기사 • 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...공시 • 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, 2026공시 • Nov 132CRSI S.A., Annual General Meeting, Dec 18, 20252CRSI S.A., Annual General Meeting, Dec 18, 2025. Location: 11 rue madeleine reberioux, strasbourg France분석 기사 • 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.공시 • 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.분석 기사 • 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.공시 • 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.분석 기사 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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).분석 기사 • 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.공시 • 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.공시 • 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.분석 기사 • 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...분석 기사 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.분석 기사 • 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...분석 기사 • 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.분석 기사 • 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...분석 기사 • 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.분석 기사 • 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.매출 및 비용 세부 내역2CRSI가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이ENXTPA:AL2SI 매출, 비용 및 순이익 (EUR Millions)날짜매출순이익일반관리비연구개발비31 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 1611030양질의 수익: AL2SI는 고품질 수익을 보유하고 있습니다.이익 마진 증가: AL2SI의 현재 순 이익률 (2%)은 지난해 (3.4%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: AL2SI는 지난 5년 동안 흑자전환하며 연평균 37.7%의 수익 성장을 기록했습니다.성장 가속화: 지난 1년간 AL2SI 의 수익 증가율(67.1%)은 연간 평균(37.7%)을 초과합니다.수익 대 산업: AL2SI의 지난 1년 수익 증가율(67.1%)은 Tech 업계의 -3.9%를 상회했습니다.자기자본이익률높은 ROE: AL2SI의 자본 수익률(20.9%)은 높음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 07:48종가2026/05/20 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스2CRSI S.A.는 6명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yann de PeyrelongueGilbert DupontMatthias DesmaraisODDO BHF Corporate & MarketsNicolas ThorezODDO BHF Corporate & Markets3명의 분석가 더 보기
공시 • 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
분석 기사 • 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.
공시 • 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
분석 기사 • 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).
분석 기사 • 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.
공시 • 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.
분석 기사 • 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...
공시 • 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
공시 • 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
분석 기사 • 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.
공시 • 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.
분석 기사 • 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.
공시 • 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.
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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).
분석 기사 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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.