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Data I/O (DAIO)
NASDAQ:DAIO
US Market
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Data I/O (DAIO) AI Stock Analysis

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DAIO

Data I/O

(NASDAQ:DAIO)

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Neutral 50 (OpenAI - 5.2)
Rating:50Neutral
Price Target:
$3.00
▼(-3.85% Downside)
Action:Reiterated
Date:08/18/26
DAIO scores in the middle primarily due to weak financial performance (large TTM losses and significant cash burn) despite a relatively low-debt balance sheet. Offsetting this, the earnings call indicated improving near-term operating trajectory (strong sequential sales growth, higher gross margin, near-breakeven adjusted EBITDA, and improved cash position). Technical indicators are mixed/neutral and valuation is constrained by negative earnings and no dividend yield provided.
Positive Factors
Improving Margin and Operating Leverage
Higher gross margin and near-breakeven adjusted EBITDA indicate that cost reductions and a more favorable product mix are improving operating leverage. If sustained, these changes can help DAIO approach self-funded operations despite its small revenue base.
Negative Factors
Severe Profitability Deterioration
DAIO’s gross margin remains meaningful, but operating costs are currently overwhelming gross profit. The shift from modest profitability in 2023 to deep TTM losses weakens internal funding capacity and makes a sustained recovery dependent on execution and further cost control.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving Margin and Operating Leverage
Higher gross margin and near-breakeven adjusted EBITDA indicate that cost reductions and a more favorable product mix are improving operating leverage. If sustained, these changes can help DAIO approach self-funded operations despite its small revenue base.
Read all positive factors

Data I/O (DAIO) vs. SPDR S&P 500 ETF (SPY)

Data I/O Business Overview & Revenue Model

Company Description
Data I/O Corporation specializes in developing, manufacturing, and distributing sophisticated systems and services for programming and securely managing data for electronic devices. These solutions serve electronics manufacturers across the United...
How the Company Makes Money
Data I/O makes money primarily by selling semiconductor programming and provisioning products and associated software used by electronics manufacturers and semiconductor ecosystem customers. Key revenue streams include: (1) Hardware product sales:...

Data I/O Earnings Call Summary

Earnings Call Date:Aug 12, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Oct 22, 2026
Earnings Call Sentiment Positive
The call presented a mix of strong operational progress (59% sequential revenue growth, gross margin expansion to 57%, adjusted EBITDA roughly breakeven, cash up to $10.8M, cost run-rate below $22M, and strategic M&A that could materially scale revenue) alongside near-term accounting and timing headwinds (a nonrecurring $873K convertible note-related charge that increased reported net loss, YoY revenue decline, reduced backlog/deferred revenue, one-time restructuring costs, and acquisition timing risk). On balance, the improvements in margins, sequential revenue, cash position, and strategic deals outweigh the transitory accounting and timing negatives, though execution and closing risks remain.
Positive Updates
Revenue and Guidance Execution
Net sales of $5.2M in Q2, achieved at the midpoint of guidance ($5.1M-$5.4M). Revenue was up 59% sequentially from $3.3M in Q1.
Negative Updates
Reported Net Loss and EPS Impact
Reported net loss of $1.6M (−$0.17 per share) in Q2 versus $742K (−$0.08) in Q2 last year; the increase was driven largely by an $873K accounting interest expense related to convertible debenture discount amortization.
Read all updates
Q2-2026 Updates
Negative
Revenue and Guidance Execution
Net sales of $5.2M in Q2, achieved at the midpoint of guidance ($5.1M-$5.4M). Revenue was up 59% sequentially from $3.3M in Q1.
Read all positive updates
Company Guidance
Management reaffirmed its 2026 framework but gave no specific Q3 revenue guidance; instead they pointed to Q2 results and near‑term targets that underpin their outlook: Q2 net sales were $5.2M (midpoint of prior $5.1–$5.4M guidance), up 59% sequentially from $3.3M, with $4.9M bookings (vs $4.2M Q1), backlog $2.1M (down from $2.6M), deferred revenue $1.1M, and gross margin improving to 57% (from 49.5% in Q1); operating expenses were $3.7M including $527K of one‑time items (ex‑one‑time ~$3.1M), adjusted EBITDA was essentially breakeven at +$39K (vs -$1.75M Q1), operating loss $724K, net loss $1.6M or $0.17/share (driven by a $873K noncash debenture charge), cash was $10.8M (up from $5.7M) and the company has no debt after the July 8 conversion; forward targets include sustaining operating costs below a $22M annual run rate (achieved in April), an implied breakeven range of roughly $5.25M–$5.5M, July preliminary cash‑flow neutrality, PaaS proposals by end‑Q3 with a goal to book 1–3 contracts in Q4, and two acquisitions (exclusivity extended to Aug. 31) expected to materially expand recurring revenue and nearly double the annual revenue run rate upon close.

Data I/O Financial Statement Overview

Summary
Overall fundamentals are pressured by a sharp profitability and cash-flow deterioration. Income statement trends show revenue down in TTM and a swing to very large losses (TTM net margin ~-50%) despite ~50% gross margin, indicating operating costs are overwhelming gross profit. Cash flow is a key weak point with negative operating cash flow (~-$7.2M) and negative free cash flow (~-$7.6M) in TTM. The balance sheet is comparatively stronger with low leverage (debt-to-equity ~0.09), but ongoing losses and deeply negative ROE raise risk if the cash burn persists.
Income Statement
28
Negative
Balance Sheet
62
Positive
Cash Flow
22
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue17.78M21.50M21.77M28.06M24.22M25.84M
Gross Profit8.99M10.60M11.61M16.19M13.21M14.72M
EBITDA-7.43M-4.50M-2.14M1.29M123.00K224.00K
Net Income-8.91M-5.24M-3.09M486.00K-1.12M-555.00K
Balance Sheet
Total Assets24.64M20.18M24.97M27.40M27.16M29.06M
Cash, Cash Equivalents and Short-Term Investments10.84M7.90M10.33M12.34M11.51M14.19M
Total Debt1.06M2.82M2.80M1.57M2.30M2.88M
Total Liabilities12.73M6.41M7.34M7.08M8.06M9.20M
Stockholders Equity11.91M13.76M17.63M20.32M19.11M19.85M
Cash Flow
Free Cash Flow-7.60M-2.79M-1.46M1.23M-2.13M787.00K
Operating Cash Flow-7.16M-2.23M-995.00K2.43M-1.05M1.41M
Investing Cash Flow-432.00K-558.00K-467.00K-1.20M-1.08M-623.00K
Financing Cash Flow8.20M-107.00K-232.00K-356.00K-165.00K-423.00K

Data I/O Technical Analysis

Technical Analysis Sentiment
Negative
Last Price3.12
Price Trends
50DMA
3.38
Negative
100DMA
3.15
Negative
200DMA
3.04
Negative
Market Momentum
MACD
-0.09
Negative
RSI
43.27
Neutral
STOCH
25.69
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For DAIO, the sentiment is Negative. The current price of 3.12 is above the 20-day moving average (MA) of 3.00, below the 50-day MA of 3.38, and above the 200-day MA of 3.04, indicating a bearish trend. The MACD of -0.09 indicates Negative momentum. The RSI at 43.27 is Neutral, neither overbought nor oversold. The STOCH value of 25.69 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DAIO.

Data I/O Risk Analysis

Data I/O disclosed 2 risk factors in its most recent earnings report. Data I/O reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Data I/O Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
64
Neutral
$99.41M-380.000.29%26.35%-130.90%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
55
Neutral
$33.42M32.792.99%6.00%
50
Neutral
$30.88M-3.19-68.36%-21.81%-225.39%
50
Neutral
$68.09M-4.40-29.36%430.52%90.43%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DAIO
Data I/O
2.97
0.07
2.41%
LGL
LGL Group
7.60
1.00
15.15%
NSYS
Nortech Systems
12.06
3.20
36.12%
WATT
Energous
12.63
4.61
57.48%
FCUV
Focus Universal
8.71
-68.89
-88.78%

Data I/O Corporate Events

Private Placements and FinancingRegulatory Filings and Compliance
Data I/O Announces $9 Million Structured Private Placement
Positive
May 19, 2026
On May 15, 2026, Data I/O Corporation disclosed that it had entered into a Securities Purchase Agreement with the Lytton-Kambara Foundation and the Alice W. Lytton Family LLC for a $9 million private placement. The transaction includes 869,840 com...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 18, 2026