GSI Technology, Inc.

Informe acción NasdaqGS:GSIT

Capitalización de mercado: US$261.6m

GSI Technology Resultados de beneficios anteriores

Pasado controles de criterios 0/6

GSI Technology ha aumentado sus beneficios a una tasa media anual de 9.6%, mientras que los beneficios de la industria de Semiconductor han experimentado un crecimiento anual de 3.6%. Los ingresos han ido disminuyendo a una tasa media de 9.1% al año.

Información clave

9.63%

Tasa de crecimiento de los beneficios

12.78%

Tasa de crecimiento del BPA

Crecimiento de la industria Semiconductor 27.66%
Tasa de crecimiento de los ingresos-9.09%
Rentabilidad financiera-16.20%
Margen neto-52.73%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha Jan 13

GSI Technology: A Speculative Buy Scaling To Profitability

Summary GSI Technology is rated a Buy due to its revolutionary APU technology targeting edge AI markets and a healthy, debt-free balance sheet. GSIT's legacy SRAM business is rebounding, with 38–41% YoY revenue growth, while the transformative APU segment aims for H1 2026 shipments. Cornell University validated GSIT's APU as dramatically faster and 98% more energy-efficient than GPUs, positioning GSIT for significant AI cost disruption. Key risks include cyclicality in semiconductor pricing and GSIT's dependence on TSMC's wafer capacity for scaling APU production. Read the full article on Seeking Alpha
Artículo de análisis Jan 11

There's Reason For Concern Over GSI Technology, Inc.'s (NASDAQ:GSIT) Massive 37% Price Jump

Despite an already strong run, GSI Technology, Inc. ( NASDAQ:GSIT ) shares have been powering on, with a gain of 37% in...
Artículo de análisis Oct 31

GSI Technology, Inc. (NASDAQ:GSIT) Stock Rockets 201% As Investors Are Less Pessimistic Than Expected

The GSI Technology, Inc. ( NASDAQ:GSIT ) share price has done very well over the last month, posting an excellent gain...
Artículo de análisis Oct 10

Companies Like GSI Technology (NASDAQ:GSIT) Are In A Position To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Artículo de análisis Sep 04

GSI Technology, Inc.'s (NASDAQ:GSIT) 27% Share Price Plunge Could Signal Some Risk

GSI Technology, Inc. ( NASDAQ:GSIT ) shareholders won't be pleased to see that the share price has had a very rough...
Artículo de análisis Jul 18

Revenues Not Telling The Story For GSI Technology, Inc. (NASDAQ:GSIT) After Shares Rise 68%

GSI Technology, Inc. ( NASDAQ:GSIT ) shares have continued their recent momentum with a 68% gain in the last month...
Artículo de análisis Jun 14

We're Keeping An Eye On GSI Technology's (NASDAQ:GSIT) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Artículo de análisis Mar 21

GSI Technology, Inc. (NASDAQ:GSIT) Shares May Have Slumped 31% But Getting In Cheap Is Still Unlikely

GSI Technology, Inc. ( NASDAQ:GSIT ) shareholders won't be pleased to see that the share price has had a very rough...
Artículo de análisis Jan 18

Revenues Not Telling The Story For GSI Technology, Inc. (NASDAQ:GSIT) After Shares Rise 31%

GSI Technology, Inc. ( NASDAQ:GSIT ) shareholders would be excited to see that the share price has had a great month...
Artículo de análisis Oct 04

GSI Technology, Inc.'s (NASDAQ:GSIT) Shares Climb 36% But Its Business Is Yet to Catch Up

GSI Technology, Inc. ( NASDAQ:GSIT ) shareholders have had their patience rewarded with a 36% share price jump in the...
Artículo de análisis Sep 28

Is GSI Technology (NASDAQ:GSIT) In A Good Position To Deliver On Growth Plans?

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Artículo de análisis Aug 13

GSI Technology, Inc.'s (NASDAQ:GSIT) 29% Dip In Price Shows Sentiment Is Matching Revenues

The GSI Technology, Inc. ( NASDAQ:GSIT ) share price has fared very poorly over the last month, falling by a...
Seeking Alpha Apr 05

GSI Technology's Market May Be Too Narrow For Profitability

Summary GSI Technology has reached a major milestone in their APU product development, showing signs of progression. Despite the positive signs, GSI is on the clock to bring their products to market as the firm has 7 quarters of cash remaining on the balance sheet. In my opinion, if hyperscaler penetration is not achieved & the satellite sales cycle is pushed back, GSI should consider an equity sale or M&A for survival. Read the full article on Seeking Alpha
Artículo de análisis Apr 03

GSI Technology, Inc.'s (NASDAQ:GSIT) Shares Climb 28% But Its Business Is Yet to Catch Up

Despite an already strong run, GSI Technology, Inc. ( NASDAQ:GSIT ) shares have been powering on, with a gain of 28% in...
Seeking Alpha Mar 07

GSI Technology: Getting Ready To Test Gemini-II, III Still Far Off

Summary GSI Technology, Inc. is one of our few tech picks in which we have a lot of belief, but is held speculatively and in small quantities. Its price has risen substantially of late, displaying meme-like qualities. Liquidity is beginning to creep up, but it's nothing like the last time it got hyped. There isn't any major news, and the story of GSI Technology is known. We would have expected it to already move correlated to the general enthusiasm around AI and computing. We suspect there will be another pop and then a fall, for it to settle down again later to levels where investors looking to see the outcome of the commercialization plan are holders. Read the full article on Seeking Alpha
Artículo de análisis Feb 11

Is GSI Technology (NASDAQ:GSIT) In A Good Position To Invest In Growth?

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Artículo de análisis Jan 15

GSI Technology, Inc.'s (NASDAQ:GSIT) Revenues Are Not Doing Enough For Some Investors

GSI Technology, Inc.'s ( NASDAQ:GSIT ) price-to-sales (or "P/S") ratio of 2.5x might make it look like a buy right now...
Artículo de análisis Oct 04

Is GSI Technology (NASDAQ:GSIT) In A Good Position To Invest In Growth?

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Artículo de análisis Mar 03

Here's Why We're Watching GSI Technology's (NASDAQ:GSIT) Cash Burn Situation

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Artículo de análisis Oct 12

GSI Technology (NASDAQ:GSIT) Is In A Good Position To Deliver On Growth Plans

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Seeking Alpha Sep 13

GSI Technology Offers APU Cloud Access, Waits For Big SRAM Order

Summary Major SRAM order is expected to come in the new quarter, being delayed from the expected delivery last quarter. The cloud access at Searchium.ai to the APU is going to become available this quarter, which will start more open-source work with the APU. Python compiler is now out for the APU, so developer work from outside the company is finally able to start on the APU and its APIs and libraries. Gemini-II is expected to come out in about a year's time from today, and they continue to try to create interest for the APU in defense markets. No more China manufacturing plans to limit COVID-19 risks, cash burn should be around $2-3 million per quarter and cash covers it for 8 quarters, and GSIT remains a buy. Let's talk about one of our VC style exposures in the portfolio, GSI Technology (NASDAQ:GSIT). Cash burn continues, and sales growth is still moderate, waiting on a massive prototype order in their SRAM "legacy" business which could double annual sales when it comes through. The APU continues progress on the software side with the release of Python support and the soon to be released Searchium.ai cloud access to the APU. The company is limiting China COVID-19 risk, and there's plenty of cash to cover the company for about 8 quarters in our estimation. It remains a buy, although we see the possibility of further dilution as the next gen Gemini will be done earlies in a year's time. Key Developments in Q1 for GSIT Gross profit is up 12% on modest topline growth but this is being absorbed by increases in R&D, so the operating losses are only decreasing by about 6%. The SRAM business continues to create revenue growth, but the major prototype order hasn't kicked in yet which is supposed to supercharge revenues by a factor of 2x on the annual basis. While expected this quarter, and while the parts and product is ready, customers asked for some more specs, and the order is expected to be completed in the quarter after this reported one. This should help bolster cash balances, or at least help move R&D along. This prototype order could potentially be the same revenue magnitude of all of our radiation hardened orders in the last fiscal year. As a reminder, Rad-Hard is a high-growth profit product for us. And if a few of these prototypes move into production, it could add incrementally to fiscal years 2023 and 2024 revenues. Didier Laserre, CFO of GSIT From a development perspective, a major thing has happened which is now there is a Python compiler for the APU. Moreover, the APU will be delivered by cloud on Searchium.ai as of the coming quarter, and will require institutes and others who want access to subscribe. While the cash flow might not be very significant, it at least means that developers outside of the company can get their hands on it and the open-source process of library building and other development can start on the basis of this APU. They will be adding some of the high level applications useful in ML in the coming quarter as well. Hopefully this will create some access and usability to drum up interest from institutions who might bring forwards some useful applications themselves to create a market for the product. While it's a bit early to call demand-side economics a driver for GSIT, it is something we're thinking about further down the line. We've also got more info on the Gemini-II developments, which is that it will be about a year before that is done. The designs are finished, but it hasn't been produced yet. For now, they'll have to drum up interest on the basis of the Gemini-I competition results, where it has performed well in some important applications that has apparently created some interest in the defense industry.

Desglose de ingresos y gastos

Cómo gana y gasta dinero GSI Technology. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:GSIT Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 2625-131120
31 Dec 2525-111117
30 Sep 2524-121114
30 Jun 2522-141115
31 Mar 2521-111116
31 Dec 2420-131118
30 Sep 2420-151121
30 Jun 2421-141121
31 Mar 2422-201222
31 Dec 2322-201322
30 Sep 2323-181220
30 Jun 2326-171222
31 Mar 2330-161224
31 Dec 2233-151125
30 Sep 2235-151226
30 Jun 2234-161225
31 Mar 2233-161225
31 Dec 2132-181124
30 Sep 2131-191124
30 Jun 2130-201124
31 Mar 2128-221123
31 Dec 2029-201123
30 Sep 2032-201125
30 Jun 2037-161125
31 Mar 2043-101125
31 Dec 1947-71125
30 Sep 195201122
30 Jun 195321122
31 Mar 195101121
31 Dec 185011120
30 Sep 1846-31019
30 Jun 1843-51018
31 Mar 1843-51017
31 Dec 1742-61117
30 Sep 1742-41117
30 Jun 1746-21117
31 Mar 174801116
31 Dec 165011015
30 Sep 165101314
30 Jun 1652-11513
31 Mar 1653-21712
31 Dec 1554-52112
30 Sep 1555-42012
30 Jun 1555-42012

Ingresos de calidad: GSIT actualmente no es rentable.

Margen de beneficios creciente: GSIT actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: GSIT no es rentable, pero ha reducido pérdidas en los últimos 5 años a un ritmo de 9.6% por año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de GSIT en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: GSIT no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Semiconductor (22.6%).


Rentabilidad financiera

Alta ROE: GSIT tiene una rentabilidad financiera negativa (-16.2%), ya que actualmente no es rentable.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/29 01:01
Precio de las acciones al final del día2026/06/29 00:00
Beneficios2026/03/31
Ingresos anuales2026/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

GSI Technology, Inc. está cubierta por 4 analistas. 0 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Tristan GerraBaird
Jayanta DattaB. Riley Securities, Inc.
Rajvindra GillNeedham & Company