2CRSI shares rebound 12.5% after an order worth over €60 million
The Strasbourg-based server designer recovers sharply during the session, after a sell-off that had shaken the stock. An order for artificial intelligence servers, published this Tuesday, adds to an accounting file that remains open.
An order for 83 Nvidia AI servers signed with Exaion
2CRSI shares gain 12.75% to €15.30 following the announcement of an order for 83 Nvidia AI servers placed by Exaion, worth more than €60 million. The first deliveries are scheduled as early as this week and are expected to be completed before the end of 2026.
The customer, a partner of 2CRSi since 2021, is extending its offering from model training to on-premise private inference. This rebound remains limited compared with Monday's session, when the stock had lost 18% following the restatement of its accounts, and the share price still reflects 43% of its negative weekly performance.
Restated accounts and auditor's reservations still weigh on the stock
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The revenue for the fiscal year ended at the end of June has been reduced to €386.5 million, compared with €416.2 million announced on July 23, and an inability to certify the accounts was announced. The stock has fallen 43% over seven days and remains well below its moving averages: the MA20 stands at €25.40 and the MA200 at €29.68.
The RSI at 28 reflects the magnitude of the recent decline. At the publication on October 30, 2026, management targeted revenue of €1,000 million for the following year, highlighting tensions over the supply of DRAM and NAND components. The support at €13.57 corresponds to the previous day's closing price.
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.
