GSI Technology, Inc.

NasdaqGS:GSIT Voorraadrapport

Marktkapitalisatie: US$278.8m

GSI Technology Balans Gezondheid

Financiële gezondheid criteriumcontroles 6/6

GSI Technology heeft een totaal eigen vermogen van $81.8M en een totale schuld van $0.0, wat de schuld-eigenvermogensverhouding op 0% brengt. De totale activa en totale passiva bedragen respectievelijk $98.0M en $16.2M.

Belangrijke informatie

0%

Verhouding schuld/eigen vermogen

US$0

Schuld

Rente dekkingsration/a
ContantUS$67.21m
AandelenUS$81.76m
Totaal verplichtingenUS$16.19m
Totaal activaUS$97.95m

Recente financiële gezondheidsupdates

Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...

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
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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
Analyseartikel • 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
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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...
Analyseartikel • 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.

Analyse van de financiële positie

Kortlopende schulden: De korte termijn activa ( $79.2M ) GSIT } overtreffen de korte termijn passiva ( $9.2M ).

Langlopende schulden: De kortetermijnactiva GSIT ( $79.2M ) overtreffen de langetermijnschulden ( $7.0M ).

Schuld/ eigen vermogen geschiedenis en analyse

Schuldniveau: GSIT is schuldenvrij.

Schuld verminderen: GSIT heeft de afgelopen 5 jaar geen schulden gehad.

Balans

Analyse van de cashflow

Voor bedrijven die in het verleden gemiddeld verliesgevend zijn geweest, beoordelen we of ze ten minste 1 jaar kasstroom hebben.

Stabiele cash runway: GSIT heeft op basis van de huidige vrije kasstroom voldoende cash runway voor meer dan 3 jaar.

Voorspelling contante baan: GSIT heeft voldoende kasruimte voor meer dan 3 jaar als de vrije kasstroom blijft dalen met een historisch percentage van 3.4 % per jaar.

Ontdek gezonde bedrijven

7D

1Y

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Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/11 00:48
Aandelenkoers aan het einde van de dag2026/06/11 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2026/03/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

GSI Technology, Inc. wordt gevolgd door 4 analisten. 0 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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