tiprankstipranks
GSI Technology (GSIT)
NASDAQ:GSIT
Want to see GSIT full AI Analyst Report?

GSI Technology (GSIT) Price & Analysis

544 Followers

GSIT Stock Chart & Stats

$6.06
-$0.33(-9.62%)
At close: 4:00 PM EST
$6.06
-$0.33(-9.62%)

Bulls Say, Bears Say

Bulls Say
Gross Margin StrengthGSI’s mid‑50% gross margins reflect durable product-level pricing and cost structure for high-performance SRAM. Sustained mid-50s margins provide per-unit profitability cushions as revenue scales, improving the path to operating leverage and making R&D investments less immediately dilutive to long-term margin recovery.
Strong Balance Sheet / Cash RunwayA ~$70.7M cash balance and low leverage give GSI multi-quarter runway to fund product development, government POCs, and early hardware build without immediate operational dilution. This liquidity supports strategic investments (PLATO, Gemini II) and reduces short-term solvency risk while management pursues commercialization milestones.
Technology And Strategic ProgramsGemini II’s 3s TTFT at ~30W and active PLATO hardware development represent structural differentiation in low-power, low-latency edge AI. Combined with government POC engagement, these IP and product advances can translate into durable competitive advantage and design wins in telecom, defense, and edge compute markets if commercialized successfully.
Bears Say
Persistent Negative Cash FlowTrailing twelve‑month negative operating and free cash flow of roughly -$12M signals continued cash burn tied to development and operations. Structurally, this necessitates reliance on financings or awards for runway, raising execution and dilution risk until recurring, scaleable revenues offset development spending.
Rising Operating Expenses / Heavy R&DOperating expenses rose sharply as R&D climbed to $7.5M, widening the operating loss to $6.9M. While investment in IP can pay off, sustained elevated spending without faster revenue scale increases cash burn and delays breakeven, heightening execution risk around converting R&D into repeatable, profitable product sales.
Customer Concentration And VariabilityMaterial swings in large-customer revenue (Cadence down sharply) expose GSI to concentration and demand volatility. Structurally, dependence on a few customers undermines revenue predictability and complicates scaling and capacity planning, increasing the risk that single-customer setbacks materially pressure results.

GSI Technology News

GSIT FAQ

What was GSI Technology’s price range in the past 12 months?
GSI Technology lowest stock price was $2.50 and its highest was $18.15 in the past 12 months.
    What is GSI Technology’s market cap?
    GSI Technology’s market cap is $229.78M.
      When is GSI Technology’s upcoming earnings report date?
      GSI Technology’s upcoming earnings report date is Apr 30, 2026 which is in 12 days.
        How were GSI Technology’s earnings last quarter?
        GSI Technology released its earnings results on Jan 29, 2026. The company reported -$0.088 earnings per share for the quarter, missing the consensus estimate of N/A by -$0.088.
          Is GSI Technology overvalued?
          According to Wall Street analysts GSI Technology’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does GSI Technology pay dividends?
            GSI Technology does not currently pay dividends.
            What is GSI Technology’s EPS estimate?
            GSI Technology’s EPS estimate for its next earnings report is not yet available.
            How many shares outstanding does GSI Technology have?
            GSI Technology has 36,186,203 shares outstanding.
              What happened to GSI Technology’s price movement after its last earnings report?
              GSI Technology reported an EPS of -$0.088 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went down -4.31%.
                Which hedge fund is a major shareholder of GSI Technology?
                Currently, no hedge funds are holding shares in GSIT
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  Company Description

                  GSI Technology

                  GSI Technology, Inc., a fabless semiconductor company, designs, develops, and markets semiconductor memory solutions to networking, industrial, medical, aerospace, and military customers in the United States, China, Singapore, Germany, the Netherlands, and internationally. The company's associative processing unit products offers applications using similarity search in visual search queries for ecommerce, computer vision, drug discovery, cyber security, and service markets. In addition, it offers static random access memory (SRAM) products, such as SyncBurst for microprocessor cache and other applications; No Bus Turnaround SRAMs to address the needs of networking and telecom applications; SigmaQuad and SigmaDDR products for density and random transaction rate requirements of networking and telecom applications; Low Latency DRAMs a solution for advanced data networking applications; Asynchronous, a main memory for small cache-less embedded processors for industrial electronics, measurement systems and cost-sensitive networking equipment, and other applications; and specialty SRAMs. The company also provide radiation-hardened and radiation-tolerant SRAMs for aerospace and military applications, such as networking satellites and missiles. Its products are used as components in our OEM customers' products, including routers, switches and other networking and telecommunications products; military and aerospace applications, such as radar and guidance systems and satellites; audio/video processing; test and measurement applications consisting of high-speed testers; and automotive applications, such as smart cruise control; and medical applications, including ultrasound and CAT scan equipment. The company markets its products through a network of independent sales representatives and distributors. GSI Technology, Inc. was incorporated in 1995 and is headquartered in Sunnyvale, California.

                  GSI Technology (GSIT) Earnings & Revenues

                  GSIT Earnings Call

                  Q3 2026
                  0:00 / 0:00
                  Earnings Call Sentiment|Neutral
                  The call presented a mix of encouraging strategic and technological progress (revenue growth YoY, strong balance sheet from financing, a promising Gemini II TTFT benchmark, a government-backed POC with >$1M in funding, and early customer gains such as Nokia) alongside meaningful near-term financial and execution challenges (sharp rise in R&D and operating expenses, wider operating loss, gross margin compression, elevated cash burn from operations, and variability in customer revenues such as a notable Cadence decline). The company appears to be investing heavily in product development and pursuing government-funded proof-of-concept opportunities while relying on financing to support operations; positives around product performance and cash resources are balanced by execution and profitability risks.View all GSIT earnings summaries
                  Similar Stocks
                  Company
                  Price & Change
                  Follow
                  Wolfspeed Inc
                  MagnaChip
                  Pixelworks
                  Atomera
                  Everspin Technologies

                  Ownership Overview

                  10.12%4.27%4.74%77.14%
                  10.12% Insiders
                  4.74% Other Institutional Investors
                  77.14% Public Companies and
                  Individual Investors
                  Popular Stocks