Reported Earnings • Apr 15
Second quarter 2026 earnings released: US$0.073 loss per share (vs US$0.054 profit in 2Q 2025) Second quarter 2026 results: US$0.073 loss per share (down from US$0.054 profit in 2Q 2025). Revenue: US$1.06m (down 90% from 2Q 2025). Net loss: US$603.0k (down 255% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. New Risk • Mar 20
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: US$9.79m This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company. Annonce • Feb 03
SemiLEDs Corporation Receives Nasdaq Notification Regarding Minimum Stockholders’ Equity Requirement On January 30, 2026, SemiLEDs Corporation received a separate notice from The NASDAQ Stock Market indicating that the Company does not meet the minimum of $2,500,000 in stockholders’ equity required by Listing Rule 5550(b)(1) for continued listing. The Company also does not meet the alternatives of market value of listed securities or net income from continuing operations. Under the listing rule, the Company has 45 calendar days to submit a plan to regain compliance. If the plan is accepted by The NASDAQ Stock Market, an extension of up to 180 calendar days from January 30, 2026 will be granted. Reported Earnings • Jan 14
First quarter 2026 earnings released: US$0.09 loss per share (vs US$0.076 loss in 1Q 2025) First quarter 2026 results: US$0.09 loss per share (further deteriorated from US$0.076 loss in 1Q 2025). Revenue: US$2.57m (up 104% from 1Q 2025). Net loss: US$742.0k (loss widened 36% from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Nov 30
Now 31% undervalued Over the last 90 days, the stock has risen 8.3% to US$2.02. The fair value is estimated to be US$2.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 70% over the last 3 years. Earnings per share has grown by 47%. Annonce • Jul 16
SemiLEDs Corporation, Annual General Meeting, Aug 29, 2025 SemiLEDs Corporation, Annual General Meeting, Aug 29, 2025, at 09:00 Taipei Standard Time. Location: 3rd floor no. 11 ke jung road, chu-nan site, hsinchu science park, miao-li county, Taiwan Reported Earnings • Jul 13
Third quarter 2025 earnings released: EPS: US$0.031 (vs US$0.044 loss in 3Q 2024) Third quarter 2025 results: EPS: US$0.031 (up from US$0.044 loss in 3Q 2024). Revenue: US$17.7m (up US$16.3m from 3Q 2024). Net income: US$223.0k (up US$542.0k from 3Q 2024). Profit margin: 1.3% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Reported Earnings • Apr 11
Second quarter 2025 earnings released: EPS: US$0.13 (vs US$0.11 loss in 2Q 2024) Second quarter 2025 results: EPS: US$0.13 (up from US$0.11 loss in 2Q 2024). Revenue: US$9.61m (up US$8.73m from 2Q 2024). Net income: US$935.0k (up US$1.49m from 2Q 2024). Profit margin: 9.7% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. New Risk • Mar 12
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 46% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 9.8% per year over the past 5 years. Shareholders have been substantially diluted in the past year (46% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Revenue is less than US$5m (US$4.8m revenue). Market cap is less than US$100m (US$13.8m market cap). New Risk • Jan 16
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 45% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 9.8% per year over the past 5 years. Shareholders have been substantially diluted in the past year (45% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (15% average weekly change). Revenue is less than US$5m (US$4.8m revenue). Market cap is less than US$100m (US$10.9m market cap). Reported Earnings • Jan 10
First quarter 2025 earnings released: US$0.076 loss per share (vs US$0.12 loss in 1Q 2024) First quarter 2025 results: US$0.076 loss per share (improved from US$0.12 loss in 1Q 2024). Revenue: US$1.26m (down 24% from 1Q 2024). Net loss: US$547.0k (loss narrowed 8.5% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings. Annonce • Dec 09
SemiLEDs Corporation Receives Non Compliance Notice from Nasdaq On December 4, 2024, SemiLEDs Corporation received a separate notice from The NASDAQ Stock Market indicating that the Company does not meet the minimum of $2,500,000 in stockholders' equity required by Listing Rule 5550(b)(1) for continued listing. The Company also does not meet the alternatives of market value of listed securities or net income from continuing operations. Under the listing rule, the Company has 45 calendar days to submit a plan to regain compliance. If the plan is accepted by The NASDAQ Stock Market, an extension of up to 180 calendar days from December 4, 2024 will be granted. Reported Earnings • Nov 27
Full year 2024 earnings released: US$0.32 loss per share (vs US$0.55 loss in FY 2023) Full year 2024 results: US$0.32 loss per share (improved from US$0.55 loss in FY 2023). Revenue: US$5.18m (down 13% from FY 2023). Net loss: US$2.04m (loss narrowed 24% from FY 2023). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings. New Risk • Nov 11
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 4.7% per year over the past 5 years. Market cap is less than US$10m (US$8.56m market cap). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (46% increase in shares outstanding). Reported Earnings • Jul 09
Third quarter 2024 earnings released: US$0.065 loss per share (vs US$0.15 loss in 3Q 2023) Third quarter 2024 results: US$0.065 loss per share (improved from US$0.15 loss in 3Q 2023). Revenue: US$1.32m (down 21% from 3Q 2023). Net loss: US$319.0k (loss narrowed 58% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 50% per year, which means it is performing significantly worse than earnings. Reported Earnings • Apr 03
Second quarter 2024 earnings released: US$0.11 loss per share (vs US$0.11 loss in 2Q 2023) Second quarter 2024 results: US$0.11 loss per share (further deteriorated from US$0.11 loss in 2Q 2023). Revenue: US$886.0k (down 23% from 2Q 2023). Net loss: US$559.0k (loss widened 3.3% from 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings. Annonce • Apr 03
SemiLEDs Corporation Provides Revenue Guidance for the Third Quarter Ending May 31, 2024 SemiLEDs Corporation provided revenue guidance for the third quarter ending May 31, 2024. For the period, the company expects revenue to be approximately $1.0 million +/- 10%. New Risk • Feb 17
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$1.7m free cash flow). Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 0.003% per year over the past 5 years. Market cap is less than US$10m (US$7.06m market cap). Minor Risk Shareholders have been diluted in the past year (2.5% increase in shares outstanding). Reported Earnings • Jan 13
First quarter 2024 earnings released: US$0.12 loss per share (vs US$0.11 loss in 1Q 2023) First quarter 2024 results: US$0.12 loss per share (further deteriorated from US$0.11 loss in 1Q 2023). Revenue: US$1.65m (down 2.7% from 1Q 2023). Net loss: US$598.0k (loss widened 17% from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings. Annonce • Jan 12
SemiLEDs Corporation Provides Revenue Guidance for the Second Quarter Ending February 29, 2024 SemiLEDs Corporation provided revenue guidance for the second quarter ending February 29, 2024. The company expects revenue for the second quarter ending February 29, 2024 to be approximately $1.1 million +/- 10%. Recent Insider Transactions Derivative • Jan 10
Founder exercised options to buy US$244k worth of stock. On the 8th of January, Trung Tri Doan exercised options to buy 178k shares at a strike price of around US$1.31, costing a total of US$233k. This transaction amounted to 38% of their direct individual holding at the time of the trade. Since March 2023, Trung Tri's direct individual holding has decreased from 533.39k shares to 469.97k. This was the only transaction from an insider over the last 12 months. Annonce • Jan 09
SemiLEDs Believes It Regains Compliance with the Stockholders’ Equity Requirement Based Upon Conversion of the Notes and Repayment of the Loan Agreement On July 11, 2023, SemiLEDs Corporation received a notice from The Nasdaq Stock Market LLC (“NASDAQ”) indicating that it did not meet the minimum of $2,500,000 in stockholders’ equity required by NASDAQ Listing Rule 5550(b)(1) (the “Listing Rule”) for continued listing, or the alternatives of market value of listed securities or net income from continuing operations. Pursuant to the Listing Rule, the Company submitted a plan to regain compliance with the Listing Rule. NASDAQ accepted its plan and granted the Company an extension through January 8, 2024. As reported in the Company’s Annual Report on Form 10-K for the fiscal year ended August 31, 2023, the Company’s total stockholders’ equity as of August 31, 2023 was $1.15 million.?On January 5, 2024, the Company converted the total principal and accrued interest of the Notes, in an aggregate amount of $1,608,848, to 1,228,128 shares of its common stock at a conversion price of $1.31 per share. Additionally, on January 7, 2024, the Company issued 305,343 shares of its common stock at a price of $1.31 per share to repay $400,000 of (1) accrued interest and, once repaid in full, (2) principal, on the Loan Agreement with Simplot Taiwan Inc. As of the date of this Current Report, the Company believes that it has regained compliance with the stockholders’ equity requirement based upon conversion of the Notes and repayment of the Loan Agreement with Simplot Taiwan Inc. The shares of common stock were issued in reliance on Section 3(a)(9) of the Securities Act of 1933, as amended. Nasdaq will continue to monitor the Company’s ongoing compliance with the stockholders’ equity requirement and, if at the time of its next periodic report the Company does not evidence compliance, that it may be subject to delisting. New Risk • Dec 01
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (US$6.18m market cap). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Reported Earnings • Nov 16
Full year 2023 earnings released: US$0.55 loss per share (vs US$0.61 loss in FY 2022) Full year 2023 results: US$0.55 loss per share (improved from US$0.61 loss in FY 2022). Revenue: US$5.98m (down 15% from FY 2022). Net loss: US$2.69m (loss narrowed 2.0% from FY 2022). Over the last 3 years on average, earnings per share has fallen by 28% per year whereas the company’s share price has fallen by 29% per year. Annonce • Nov 07
SemiLEDs Corporation to Report Q4, 2023 Results on Nov 10, 2023 SemiLEDs Corporation announced that they will report Q4, 2023 results Pre-Market on Nov 10, 2023 New Risk • Oct 26
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (US$6.09m market cap). Minor Risks Share price has been volatile over the past 3 months (9.4% average weekly change). Shareholders have been diluted in the past year (8.5% increase in shares outstanding). Annonce • Jul 08
SemiLEDs Corporation Provides Revenue Guidance for the Fourth Quarter Ending August 31, 2023 SemiLEDs Corporation provided revenue guidance for the fourth quarter ending August 31, 2023. The company expects revenue for the fourth quarter ending August 31, 2023 to be approximately $1.4 million +/- 10%. Reported Earnings • Jul 07
Third quarter 2023 earnings released: US$0.15 loss per share (vs US$0.20 loss in 3Q 2022) Third quarter 2023 results: US$0.15 loss per share (improved from US$0.20 loss in 3Q 2022). Revenue: US$1.68m (down 5.9% from 3Q 2022). Net loss: US$756.0k (loss narrowed 18% from 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Reported Earnings • Apr 13
Second quarter 2023 earnings released: US$0.11 loss per share (vs US$0.038 loss in 2Q 2022) Second quarter 2023 results: US$0.11 loss per share (further deteriorated from US$0.038 loss in 2Q 2022). Revenue: US$1.15m (down 47% from 2Q 2022). Net loss: US$541.0k (loss widened 215% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Reported Earnings • Jan 03
First quarter 2023 earnings released: US$0.11 loss per share (vs US$0.12 loss in 1Q 2022) First quarter 2023 results: US$0.11 loss per share (improved from US$0.12 loss in 1Q 2022). Revenue: US$1.70m (up 16% from 1Q 2022). Net loss: US$512.0k (loss narrowed 1.2% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Annonce • Dec 28
SemiLEDs Corporation to Report Q1, 2023 Results on Jan 03, 2023 SemiLEDs Corporation announced that they will report Q1, 2023 results Pre-Market on Jan 03, 2023 Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Director Roger Lee was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 08
Full year 2022 earnings released: US$0.61 loss per share (vs US$0.68 loss in FY 2021) Full year 2022 results: US$0.61 loss per share (improved from US$0.68 loss in FY 2021). Revenue: US$7.05m (up 49% from FY 2021). Net loss: US$2.74m (loss narrowed 3.8% from FY 2021). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year. Board Change • Nov 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Director Roger Lee was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Oct 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Director Roger Lee was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Jul 13
Third quarter 2022 earnings released: US$0.20 loss per share (vs US$0.016 loss in 3Q 2021) Third quarter 2022 results: US$0.20 loss per share (down from US$0.016 loss in 3Q 2021). Revenue: US$1.78m (up 24% from 3Q 2021). Net loss: US$916.0k (loss widened US$852.0k from 3Q 2021). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Reported Earnings • Apr 09
Second quarter 2022 earnings released: US$0.038 loss per share (vs US$0.063 loss in 2Q 2021) Second quarter 2022 results: US$0.038 loss per share (up from US$0.063 loss in 2Q 2021). Revenue: US$2.18m (up 80% from 2Q 2021). Net loss: US$172.0k (loss narrowed 33% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Reported Earnings • Jan 14
First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat First quarter 2022 results: US$0.12 loss per share (up from US$0.17 loss in 1Q 2021). Revenue: US$1.47m (up 104% from 1Q 2021). Net loss: US$518.0k (loss narrowed 26% from 1Q 2021). Revenue exceeded analyst estimates by 1.6%. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 28
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: US$0.68 loss per share (down from US$0.14 loss in FY 2020). Revenue: US$4.74m (down 22% from FY 2020). Net loss: US$2.85m (loss widened 424% from FY 2020). Revenue exceeded analyst estimates by 1.6%. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jul 08
Third quarter 2021 earnings released: US$0.016 loss per share (vs US$0.14 loss in 3Q 2020) The company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2021 results: Revenue: US$1.44m (down 8.3% from 3Q 2020). Net loss: US$64.0k (loss narrowed 88% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 47% per year.