Quality Momentum

QM · rank #2 · 2026-07-22

AL2SI

PARIS · EUR · $671M (USD)

SignalStrong Buy8.8strength 8.8 / 10
verdict · PROCEED

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Momentum 12-1
Return from 12 months ago to 1 month ago.
+304.41%
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 2026-06-22
$22.00
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 customized, eco-efficient, high-performance servers tailored for AI and high-density computing workloads.

Rationale

The stellar 12-1 momentum of 3.0441 and 24.13% ROE are validated by an explosive H1 2025/26 revenue surge of 880% to €204.7m, driven by strong market adoption of its Godì 1.8 server range.

Material risks

  • 1Poor revenue visibility due to the lack of a fixed long-term order backlog or exclusive single-source supplier contracts, leaving future growth highly vulnerable to sudden lulls in project wins.
  • 2Minimal financial buffer from a thin 2.01% trailing profit margin and low cash reserves of €8.9m, which exposes the company to working-capital shocks if server deployments face delays.

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