2CRSI shares rebound nearly 6% but are down 37% over the quarter
The Strasbourg-based server designer recovered significantly in mid-session, in a Paris market that was slightly bullish. The stock is emerging from a series of difficult sessions, which began with the revision of its annual accounts, and the validation of a cooling technology has just added an element to its file.
A rebound that leaves the stock far from its moving averages
The stock gains 5.85% to €18.10, compared with €17.10 the previous day, and is up 9.1% over seven days. This recovery remains modest given the 36.9% decline recorded over three months.
The share price remains below its three moving averages: the gap reaches 20.1% with the 20-day moving average (MM20) at €22.66, 30.1% with the 50-day moving average (MM50) and 39.4% with the 200-day moving average (MM200) at €29.89.
The RSI at 39 remains in a neutral zone, which leaves the day's rebound without technical confirmation at this stage. The support at €13.57 is the lowest reference level in the data for the day.
Between industrial validation and revised accounts, a file that is still heavy
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On 10 November, 2CRSi announced the validation of the VectorEdge Large system from the American company Universal Edge Technologies, for servers guaranteed for up to three years using immersion cooling.
The announcement comes in addition to the order of more than €60 million placed by Exaion in early November, published shortly after the revision of revenue for the 2025-2026 financial year to €386.5 million, compared with €416.2 million announced in July.
When the annual results were published on 30 October 2026, the group targeted revenue of €1,000 million for the following financial year, while mentioning strong tensions over the supply of DRAM and NAND components. It also cited, among its opportunities, the commissioning of a 20 MW AI Factory as early as the third quarter of 2027.
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.
