earnings
confidence high
sentiment neutral
materiality 0.65
GSI Q4 revenue $6.3M (+7.4% YoY); net loss $4.8M; guides Q1 rev $5.9-6.7M
GSI TECHNOLOGY INC
- FY2026 revenue $25.1M (+22% YoY); gross margin expanded to 54.5% from 49.4%.
- Q4 net loss $4.8M ($0.13/sh) vs $2.2M ($0.09/sh) a year ago; operating expenses rose on Plato chip development.
- Cash $67.2M, no debt; working capital $70.0M vs $16.4M at March 2025.
- Post-quarter: awarded Phase I smart city project and ~$2M U.S. Army SBIR Phase II contract.
- Q1 FY2027 revenue guidance $5.9M-$6.7M; gross margin 54%-56%.
item 2.02item 9.01