← Quality Momentum
QM · rank #1 · 2026-07-21
AL2SI
PARIS · EUR · $671M (USD)
SignalStrong Buy10.0strength 10.0 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +366.91% |
|---|---|
| ROE TTM Return on equity, trailing 12 months. | +24.1% |
| Profit margin Net profit margin, trailing 12 months. | +2.0% |
| Market cap (USD) Size filter: > $300M required (USD-equivalent). | $671M |
| Anchor (recent) Close on 2026-06-19 | $25.40 |
| Anchor (far) Close on 2025-06-20 | $5.44 |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
2CRSi S.A. designs and manufactures custom, energy-efficient, high-performance servers optimized for artificial intelligence and high-density computing workloads.
Rationale
The outstanding momentum and 24.1% ROE are supported by explosive operational scaling, with H1 FY25/26 revenue up 880% to €204.7m on robust demand for its Godì 1.8 server range.
Material risks
- 1Severe reliance on continuous large-scale project wins without long-term contract backlogs exposes the growth trajectory to sudden revenue drops if AI infrastructure capex cools.
- 2Low cash reserves of €8.9m paired with a thin trailing net profit margin of 2.01% provide minimal financial buffer against working-capital strains from delayed server deployments.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.
OpenAI
Proceed
Claude
Caution
Gemini
Proceed