Quantum Up 322% in the Past 6 Months: Time to Buy, Hold or Sell?

Quantum Corporation (QMCO) shares have surged 322.3% in six months, driven by strong enterprise demand for ActiveScale and tape storage solutions. The company reported 25.7% revenue growth to $80.8 million in fiscal Q1, with expanding tape adoption and improving margins. However, supply constraints, particularly for tape drives, limit near-term revenue conversion, with Q2 guidance at approximately $82 million.