2CRSI shares rebound 3% but lose more than 25% in one week
The Strasbourg-based server designer recovers modestly in a Paris market trading higher. This rebound follows a very difficult week for the stock, marked by the revision of its annual accounts.
2CRSI shares gained 3.09% to €16.37 intraday, while the CAC 40 rose 0.33%. The stock nonetheless fell 25.32% over seven days and nearly 41% over three months, following the revision of its revenue to €386.5 million published on October 30, compared with €416.2 million announced in July.
The price remains far below its moving averages: the gap is 30.81% below the MA20 (€23.66) and 45.16% below the MA200 (€29.85). The RSI at 34 reflects a slowdown in the decline, without any sign of a reversal. The support at €13.57 is the other level to watch.
Cautious guidance against a backdrop of supply tensions
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When it published its 2026 annual results on October 30, 2026, the group targeted revenue of €1,000 million for the following financial year, citing uncertainties in the server and artificial intelligence market as well as very strong tensions in the supply of DRAM and NAND.
Among the opportunities mentioned is the ÆTHER Infrastructures project, with the commissioning of a 20 MW AI Factory as early as the third quarter of 2027. The stock had also rebounded in early November following an order of more than €60 million placed by Exaion, with deliveries scheduled before the end of 2026. The level of €29.18 remains the key resistance.
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.
