← Quality Momentum
QM · rank #1 · 2026-10-26
AL2SI
PARIS · EUR · $732M (USD)
SignalHold
verdict · CAUTION
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +218.51% |
|---|---|
| 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). | $732M |
| Anchor (recent) Close on 2026-09-25 | $29.08 |
| Anchor (far) Close on 2025-09-26 | $9.13 |
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 high-performance, energy-efficient servers and liquid-cooling hardware solutions for AI infrastructure, cloud, and high-performance computing.
Rationale
High 12-1 month momentum (2.1851) and strong TTM ROE (24.1%) are supported by 88% FY revenue growth to €416.2M and independent audit validation of major AI server deployments.
Material risks
- 1Hyperscalers or GPU vendors internalizing specialized liquid-cooling integration would commoditize 2CRSi's server assembly role and compress its thin 2.0% profit margin.
- 2Extreme revenue concentration across a few large orders (€140M Canadian contract and €110M German contract) creates substantial cash flow lumpiness and customer dependency.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.
OpenAI
Caution
Claude
Caution
Gemini
Proceed