2CRSI Shares Rebound 10.5% Following Exaion's €60 Million Order
The Strasbourg-based server designer staged a sharp recovery at the end of the session, in a Paris and European market that was clearly trending higher. A forward-looking analyst opinion was issued this Wednesday on a stock still weighed down by the revised accounts from late October.
Portzamparc Sharply Raises Its Price Target and Moves to Buy
Portzamparc published a Buy recommendation on 2CRSI this Wednesday, raising its price target from €19.10 to €29.90. This level is almost 63% above the price of €18.31.
The stock, which gained 10.37% during the session after closing at €16.59 the previous day, had nevertheless fallen nearly 35% over the week, leaving a significant gap with this target. This rebound follows the order of more than €60 million placed by Exaion for 83 artificial intelligence servers, revealed on November 3, with deliveries expected before the end of 2026.
The stock has barely recovered from the November 2 session, when it had lost 18% following the revision of its revenue. The analyst consensus and the position of this new target within the overall set of opinions will be monitored in the coming days.
A Rebound That Leaves the Stock Well Below Its Moving Averages
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Despite today's gain, the price of €18.31 remains 27% below the MM20, at €25.13. The support at €13.57 is still distant, while the RSI at 36 remains close to the oversold zone after the decline during the week.
Meanwhile, the group had published its annual results on October 30, with net profit attributable to the group of €17.0 million compared with €2.1 million a year earlier. It was then targeting revenue of €1,000 million for the following fiscal year, while citing supply tensions on DRAM and NAND among the risks.
Today's rise comes in a market supported by all the major European indices, where the CAC 40 gained 2.16% during the session. The matter of the annual accounts, notably the auditor's reservations, remains open and has weighed on the stock since October 30.
SectorSemi-conducteurs et matériel›Matériel informatique / hardware
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Context
Period
Period: FY2026
Key reported figures
Revenue: 386,5 millions d'euros
Revenue growth: 75 %
EBITDA: 34,2 millions d'euros
EBITDA margin: 8,8 %
Net income: 17 millions d'euros
Guidance from the release
« Malgré les incertitudes qui existent sur le marché des serveurs, de l'intelligence artificielle et l'existence de très fortes tensions sur l'approvisionnement des composants, en particulier de la DRAM et NAND »
Risks mentioned
Incertitudes existantes sur le marché des serveurs et de l'intelligence artificielle
Très fortes tensions sur l'approvisionnement des composants, particulièrement DRAM et NAND
Dépendance aux grands comptes avec nécessité de diversifier le portefeuille clients
Opportunities identified
Projet ÆTHER Infrastructures avec mise en service d'une AI Factory 20 MW dès Q3 2027
Développement des services générateurs de marges plus élevées
Déploiement de la gamme Godì avec GPU NVIDIA B200, B300 et prochainement Rubin
Outlook / guidance
Expected revenue: 1 000 millions d'euros
Management commentary: « Malgré les incertitudes qui existent sur le marché des serveurs, de l'intelligence artificielle et l'existence de très fortes tensions sur l'approvisionnement des composants, en particulier de la DRAM et NAND, le Groupe confirme son ambition d'atteindre un milliard d'euros de chiffre d'affaires sur l'exercice 2026-2027 ; cette ambition n'intègre aucun chiffre d'affaires au titre du contrat-cadre de 610 M USD. »
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
