Added to YB: 2026-10-15
Pitch date: 2026-10-13
AL2SI.PA [neutral]
2CRSI S.A.
-2.26%
current return
Author Info
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Company Info
2CRSI S.A., together with its subsidiaries, develops, manufactures, and distributes end-to-end computing solutions in France and internationally.
Market Cap
EUR 658.8M
Pitch Price
EUR 28.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
66.49
P/E
N/A
EV/Sales
1.63
Sector
Technology Hardware, Storage and Peripherals
Category
growth
2CRSi (2CRSI France): Aether AI campus advances
AL2SI.PA (update): 2CRSi’s ÆTHER opportunity gained substance as the separate project developer signed an LOI for a 90-hectare Strasbourg industrial site; management estimates initial computing deployment could generate more than €1bn of 2026/27 revenue. However, no equivalent firm order has been disclosed, and 2CRSi is only a consortium member and prospective supplier; financing, binding contracts, approvals, specifications and constrained GPU and memory availability remain decisive dependencies.
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