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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

$5.63
$0.16(2.84%)
At close: 4:00 PM EDT
$5.63
$0.16(2.84%)

Bulls Say, Bears Say

Bulls Say
Revenue GrowthSustained 22.4% YoY revenue growth reflects durable demand recovery in the core SRAM franchise and validates sales traction across networking and AI-simulation customers. A consistent revenue baseline supports operating leverage potential and underpins multi-quarter planning for R&D and commercialization investments.
Margin Expansion & Product MixGross margin improvement to mid-50s driven by higher-margin SRAM sales signals structural product-mix strength. Durable margins provide cushion against cyclical semiconductor pricing, enabling funded R&D and absorbing some commercialization costs while better aligning unit economics for long-term profitability if revenue scales.
Strong Cash Position & No DebtA large cash balance with no leverage materially extends runway for multi-year product development (Gemini II/PLATO) and reduces refinancing risk. This financial flexibility lets management fund R&D, accept longer design cycles with customers, and pursue non-dilutive funding without immediate pressure to monetize prematurely.
Bears Say
Persistent Cash BurnConsistently negative operating and free cash flows mean the business relies on existing cash reserves and capital markets to fund operations. Sustained burn reduces optionality over time, forcing trade-offs between R&D pacing, commercialization investment, and potential dilution or asset sales if revenue and operating cash do not meaningfully improve.
Rising Operating Expenses & Widening LossNear-term strategy to accelerate PLATO and APU development has driven operating costs sharply higher, expanding losses. If revenue growth does not outpace expense inflation, this structural imbalance will erode cash and delay break-even, constraining long-term margin sustainability and lowering execution flexibility.
Early-stage Commercialization / Limited Design WinsAPU commercialization is still nascent with mostly POCs and few deep design wins, so revenue ramps are uncertain. This creates execution risk where engineering progress may not convert to durable design wins, delaying scaling and making future revenue dependent on successful customer qualification and long sales cycles.

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 $215.27M.
      When is GSI Technology’s upcoming earnings report date?
      GSI Technology’s upcoming earnings report date is Oct 22, 2026 which is in 80 days.
        How were GSI Technology’s earnings last quarter?
        GSI Technology released its earnings results on Jul 30, 2026. The company reported -$0.128 earnings per share for the quarter, missing the consensus estimate of N/A by N/A.
          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 38,372,074 shares outstanding.
              What happened to GSI Technology’s price movement after its last earnings report?
              GSI Technology reported an EPS of -$0.128 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went down -3.938%.
                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

                  Q1 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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                  Ownership Overview

                  5.62%5.62%2.11%78.11%
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