GSI Technology, Inc.

NasdaqGS:GSIT Rapport sur les actions

Capitalisation boursière : US$289.9m

GSI Technology Résultats passés

Passé contrôle des critères 0/6

GSI Technology a connu une croissance annuelle moyenne de ses bénéfices de 9.6%, tandis que le secteur Semiconductor a vu ses bénéfices augmenter de en hausse à 1.8% par an. Les revenus ont augmenté de en baisse à un taux moyen de 9.1% par an.

Informations clés

9.63%

Taux de croissance des bénéfices

12.78%

Taux de croissance du BPA

Semiconductor Croissance de l'industrie27.66%
Taux de croissance des recettes-9.09%
Rendement des fonds propres-16.20%
Marge nette-52.73%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

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
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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
Article d’analyse • 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
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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.

Ventilation des recettes et des dépenses

Comment GSI Technology gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.

Historique des gains et des recettes

NasdaqGS:GSIT Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&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

Des revenus de qualité: GSIT n'est actuellement pas rentable.

Augmentation de la marge bénéficiaire: GSIT n'est actuellement pas rentable.

Analyse des flux de trésorerie disponibles par rapport aux bénéfices

Analyse de la croissance passée des bénéfices

Tendance des revenus: GSIT n'est pas rentable, mais a réduit ses pertes au cours des 5 dernières années à un taux de 9.6% par an.

Accélération de la croissance: Impossible de comparer la croissance des bénéfices de GSIT au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable

Bénéfices par rapport au secteur d'activité: GSIT n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Semiconductor ( 22.6% ).

Rendement des fonds propres

ROE élevé: GSIT a un retour sur capitaux propres négatif ( -16.2% ), car il n'est actuellement pas rentable.

Rendement des actifs

Rendement des capitaux employés

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/21 05:30
Cours de l'action en fin de journée2026/06/18 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

GSI Technology, Inc. est couverte par 4 analystes. 0 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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