Quantum Corporation: A Growth Segment The Market May Have Not Priced In

Quantum Corp (QMCO) stock: Buy rating with 18% upside to FY2027 target. See how AI-driven ActiveScale growth and a debt-free balance sheet shape outlook.

Quantum Corporation (QMCO) is another company in the enterprise data storage and management space I have been tracking as of late, after the likes of Everpure and NetApp, which I already covered here earlier. Though at a glance QMCO Summary - Quantum Corporation (QMCO) is rated a buy, with an FY 2027 price target implying 18% upside from current levels. - QMCO's Q4 revenue grew 27.3% YoY, driven by strong demand for its ActiveScale storage solutions amid accelerating AI workloads.

- Recent equity financing eliminated all debt, strengthened liquidity, and improved QMCO's capital structure, positioning it for future growth. - Supply chain bottlenecks, particularly in tape and disk components, present a moderate risk to backlog conversion and margin recovery. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours.

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