Pixelworks Inc (PXLW)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
$7.12+1.86%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
QuarterlyIQ Insights · PXLW
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 6.0% |
| Our one-year growth estimate | diamond | 50.9% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 44.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name has been missing across recent quarters and is on a run of consecutive earnings misses. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 71 industry peers · Company calendar date is not available
PXLW — earnings miss
Dated 2026-08-11
Results of Operations and Financial Condition. On August 11, 2026, Pixelworks, Inc. (the “Company”) issued a press release announcing financial results for the three and six month periods ended June 30, 2026 and held a conference call to discuss the Company's financial results. The press release and conference call contain forward-looking statements regarding the Company and include cautionary statements identifying important factors that could cause actual results to differ materially from t…
Why it matters: Completing the sale could improve cash flow and focus on core business. This is key for recovery.
Supportive ifAn official announcement says the sale of PWSH is done.
Worry ifNo announcement or delays in the sale process.
Why it matters: More support could mean TrueCut Motion is being used more. This could increase revenue.
Supportive ifA new deal or support from a big cinema operator for TrueCut Motion.
Worry ifNo new endorsements or partnerships announced in the next quarter.
Why it matters: Growing revenue is key to show the licensing strategy is working.
Supportive ifQ3 revenue from TrueCut Motion content is over $100K.
Worry ifQ3 revenue from TrueCut Motion content is under $100K.
Why it matters: Good restructuring can make the company healthier and work better.
Supportive ifOperating costs drop a lot in Q3 compared to Q2.
Worry ifOperating expenses remain high or increase in Q3.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$222 on $10,000 · ±2.2% | How much price usually moves either way. |
| Bad day | $724 loss on $10,000 · 7.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,822 loss on $10,000 · 68.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A drop in sector revenue growth could signal further challenges for Pixelworks.
Worry ifSector revenue growth has been below average for two months in a row.
Less concerning ifSector revenue growth stays above its median for two consecutive months.
Why it matters: New partnerships may show that more people are using TrueCut Motion.
Supportive ifThere will be at least two new partnerships with big theater operators for TrueCut Motion.
Worry ifNo new partnerships announced in the next quarter.
Why it matters: Updates on the program may show that the company is doing well financially.
Supportive ifLook for news of more shares bought back beyond the $3.2 million.
Worry ifNo further updates on share repurchases in the next quarter.
Why it matters: Stable or growing revenue shows progress in the licensing business.
Supportive ifQ3 revenue exceeds $64K, showing growth from Q2.
Worry ifQ3 revenue stays below $64K, showing a continued decline.