• Reported GAAP EPS of -$0.13 down -44.44% YoY • Reported revenue of $6.32M up 7.41% YoY • GSI Technology expects net revenues for the first quarter of fiscal 2027 to be in the range of $5.9M to $6.7M, with gross margin projected at approximately 54% to 56%.
Bullish
GSI Technology achieved 22% fiscal year 2026 revenue growth and maintained a strong $67.2M cash balance, while advancing Gemini-II commercialization with new defense and smart city project awards.
Bearish
GSI Technology faced increased operating losses and higher R&D expenses in fiscal 2026, coupled with reduced sales to key customers like Cadence, KYEC, and Nokia in the fourth quarter.