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Quantum Corporation Stock Price

NasdaqGM:QMCO Community·US$417.4m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 26 Fair Values set on narratives written by author

QMCO Share Price Performance

US$10.40
1.39 (15.43%)
US$16.50
Fair Value
US$10.40
1.39 (15.43%)
37.0% undervalued intrinsic discount
US$16.50
Fair Value
Price US$10.40
AnalystConsensusTarget US$16.50
AnalystLowTarget US$9.00
AnalystHighTarget US$20.00

QMCO Community Narratives

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Fair Value US$16.5 37.0% undervalued intrinsic discount

Subscription Model And DXi Sales Will Drive Future Success

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·
Fair Value US$9 15.6% overvalued intrinsic discount

AI Archiving Backlog And Debt Overhang Will Eventually Reward Patient Outlook

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·
Fair Value US$20 48.0% undervalued intrinsic discount

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

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US$16.5
37.0% undervalued intrinsic discount
Profit Margin
7.42%
Future PE
14.83x
Price in 2029
US$20.97
US$9
15.6% overvalued intrinsic discount
Profit Margin
6.23%
Future PE
12.12x
Price in 2029
US$12.3

Trending Discussion

Updated Narratives

QMCO logo

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

Fair Value: US$20 48.0% undervalued intrinsic discount
0 users have set this as their fair value
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QMCO logo

QMCO: Cleaner Capital Structure Will Support Measured Future Upside Potential

Fair Value: US$16.5 37.0% undervalued intrinsic discount
13 users have set this as their fair value
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QMCO logo

AI Archiving Backlog And Debt Overhang Will Eventually Reward Patient Outlook

Fair Value: US$9 15.6% overvalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Moderate risk and fair value.

5 Risks
1 Reward

Quantum Corporation Key Details

US$279.6m

Revenue

US$176.5m

Cost of Revenue

US$103.0m

Gross Profit

US$204.1m

Other Expenses

-US$101.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-2.57
36.86%
-36.14%
-72.8%
View Full Analysis

About QMCO

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

Quantum Corporation provides products for storing and managing digital video and unstructured data in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company offers Myriad All-Flash File and Object Storage for enterprise unstructured data applications such as AI, machine learning, and data analytics; Unified Surveillance Platform Software that unified compute and storage for video surveillance recording, storage, and analytics; StorNext Hybrid Flash/Disk File Storage Software for video editing, post-production, and streaming applications, as well as digital file archives; and CatDV Asset Management Software for indexing, cataloging, AI data, and workflow. It also provides ActiveScale Object Storage Software, a scalable and durable storage; DXi Backup Appliances to build backup appliances for backup and recovery and multisite data protection; and Scalar Tape Storage that secure storage for long term data archiving and offline data protection which are used by hyperscalers and enterprises. In addition, the company sells standalone linear-tape open tape drives for small business data protection and archiving; and linear-tape open media for use in tape storage systems. Further, it offers global support, customer support agreements, software subscriptions, installation, education, and consulting and training services; and Quantum-as-a-Service. Additionally, the company offers cloud-based analytics, standard plans, professional, managed, and storage-as-a-service. The company sells its products through a network of distributors, value-added resellers, direct marketing resellers, original equipment manufacturers, and other suppliers, as well as directly to corporate entities and government agencies. The company has a strategic partnership with Entanglement, Inc. to advance quantum logic, post-quantum security, and data sovereignty. Quantum Corporation was incorporated in 1980 and is headquartered in Centennial, Colorado.

Recent QMCO News & Updates

Narrative Update 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.
Seeking Alpha Jun 29

Quantum Corporation: Turnaround Is Getting Traction - Buy

Summary Data storage solutions provider Quantum Corporation finished fiscal year 2026 on a strong note with sales increasing to new recovery highs and backlog more than doubling on a quarter-over-quarter basis. QMCO experienced strong momentum in object storage with ActiveScale revenue tripling on a year-over-year basis, driven by new use cases around large-scale data management and AI workloads. Even more importantly, the company managed to address its long-standing debt issues, albeit at the price of heavy shareholder dilution. In the short-term, industry-wide supply chain issues and component cost inflation will impact growth and profitability. However, QMCO management expects to improve margins and backlog conversion over the course of FY2027. As a result, I have updated my model and increased my price target from $12.50 to $13.75 while reiterating my Buy rating on QMCO shares. Read the full article on Seeking Alpha

Recent updates

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