earnings
confidence high
sentiment positive
materiality 0.75
Bolt Projects prelim FY2025 rev $4.5M; guides FY2026 rev $11M, gross profit $4M; Nasdaq listing at risk
Bolt Projects Holdings, Inc.
- Expected FY2025 revenue ~$4.5M, >200% YoY growth; Q4 revenue >$2.7M, ~100% YoY.
- FY2026 revenue guidance raised to $11.0M from $9.0M (Q3 2025 guidance), +144% vs FY2025E.
- FY2026 gross profit guidance raised to $4.0M from $1.0M, a 300% increase.
- Q4 2025 gross margin ~38% (up from 16% in Q3); FY2025 gross margin >20%.
- Nasdaq delisting risk: delisting notice Aug 2025, extension to Dec 31, 2025; further extension requested.