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GSI Technology (GSIT)
NASDAQ:GSIT
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GSI Technology (GSIT) Price & Analysis

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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
Revenue & Margin ImprovementA 22.4% revenue rebound alongside sustained gross margins near the mid-50% range indicates durable product-market fit in high-margin SRAM end markets. Improved mix and margin sustainability support longer-term operating leverage potential as APU efforts commercialize and address adjacent customer demand.
Strong Liquidity & No DebtA sizable cash balance with zero net debt materially extends runway for multi-quarter R&D and commercialization of Gemini II and PLATO. This financial flexibility reduces near-term financing risk, allows selective capital allocation, and supports non-dilutive program funding while pursuing design wins.
APU Technical Validation & Program WinsIndependent technical validation and government program progression materially de-risk product viability and create credible pathways for repeatable hardware plus software revenue. Defense and smart-city engagements can translate into multi-phase contracts and non-dilutive funding that bolster commercialization prospects.
Bears Say
Negative Cash Flow / Cash BurnPersistent negative operating and free cash flow implies the business is consuming cash to fund development and operations. Even with current cash reserves, continued quarterly burn sustains reliance on that liquidity; absent faster revenue scaling, the firm may need further financing or to materially cut spend.
Rising Operating ExpensesA near 50% increase in operating spend driven by R&D to support PLATO expands structural losses well beyond current revenue levels. Elevated fixed R&D and SG&A pressure gross profit conversion and mean break-even timing hinges on successful commercialization and sustained revenue growth.
Early-stage Commercialization RiskLimited design wins and software integration delays create execution risk for translating POCs into recurring revenue. Customer order variability and a still-maturing APU ecosystem imply the revenue ramp could be uneven and slower than anticipated, delaying the margin and cash-flow inflection.

GSI Technology News

GSIT FAQ

What was GSI Technology’s price range in the past 12 months?
GSI Technology lowest stock price was $2.82 and its highest was $18.15 in the past 12 months.
    What is GSI Technology’s market cap?
    GSI Technology’s market cap is $289.91M.
      When is GSI Technology’s upcoming earnings report date?
      GSI Technology’s upcoming earnings report date is Jul 23, 2026 which is in 32 days.
        How were GSI Technology’s earnings last quarter?
        GSI Technology released its earnings results on May 07, 2026. The company reported -$0.133 earnings per share for the quarter, missing the consensus estimate of N/A by -$0.133.
          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 38,246,574 shares outstanding.
              What happened to GSI Technology’s price movement after its last earnings report?
              GSI Technology reported an EPS of -$0.133 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went up 3.808%.
                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. (GSIT) operates as a fabless semiconductor company, specializing in the creation, development, and commercialization of sophisticated memory solutions. These products cater to a global clientele across vital industries such as networking, industrial, medical, aerospace, and defense, with a market presence spanning the United States, China, Singapore, Germany, the Netherlands, and other international territories. A core offering from GSI Technology includes its associative processing unit (APU) products. These innovative units are specifically designed to enable similarity search functionalities, supporting diverse applications like visual search queries in e-commerce, computer vision, pharmaceutical discovery, cybersecurity, and various service sectors. Furthermore, the company provides an extensive portfolio of static random access memory (SRAM) options. This range features SyncBurst SRAMs, suitable for microprocessor caches and other applications; No Bus Turnaround SRAMs, crafted to address specific needs in networking and telecommunications; and SigmaQuad and SigmaDDR products, which meet the high-density and rapid random transaction rate demands of networking and telecom systems. Additionally, GSIT offers Low Latency DRAMs, an optimal solution for advanced data networking, as well as Asynchronous SRAM, serving as primary memory for compact, cache-less embedded processors utilized in industrial electronics, measurement instruments, and cost-sensitive networking equipment. A selection of other specialized SRAMs rounds out their memory offerings. For demanding operational environments, GSI Technology also manufactures radiation-hardened and radiation-tolerant SRAMs, crucial for aerospace and military applications such as networking satellites and missile guidance systems. These semiconductor solutions are integrated as essential components within the final products of the company's Original Equipment Manufacturer (OEM) partners. Their applications are broad, encompassing networking and telecommunications devices (e.g., routers, switches), advanced military and aerospace systems (e.g., radar, guidance systems, satellites), audio/video processing, high-speed test and measurement equipment, automotive technology (e.g., smart cruise control), and medical imaging devices (e.g., ultrasound, CAT scan machines). The distribution of GSI Technology's products is managed through an extensive network of independent sales representatives and authorized distributors. Established in 1995, the company maintains its corporate headquarters in Sunnyvale, California.

                  GSI Technology (GSIT) Earnings & Revenues

                  GSIT Earnings Call

                  Q4 2026
                  0:00 / 0:00
                  Earnings Call Sentiment|Positive
                  The call presents a broadly positive operational and financial trajectory: meaningful revenue growth (+22.4% YoY) and margin expansion, a strengthened cash position with no debt, technical validation and program wins for Gemini II (defense POC, U.S. Army SBIR progression, smart city Phase One), and PLATO remaining on-track. Offsetting these positives are materially higher operating expenses and a widening operating loss driven by R&D, continued cash burn during the development phase, early-stage commercialization with limited design wins to date, and some quarterly revenue variability. On balance, the highlights (revenue/margin improvement, strong cash runway, program validation and government engagement) outweigh the lowlights tied to development-stage spending and commercialization risk.View all GSIT earnings summaries
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