Expectations trend
FY2027 · fiscal year ending 2027-12-28 · fmp
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.10 → 0.10 EPS · FY ending Dec 28, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for QUIK yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain steady execution of strategic objectives | A supporting condition in QuickLogic Corp's published investment case. The stated target is Sustain or improve current progress score of 66%. | Improving | Execution progress score falls below 50% or major strategic failures occur | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-28 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 10, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a speculative growth business, not a proven durable compounder, because it remains loss-making and carries high risk. The long-term thesis is still active, but its current state is watch: revenue growth is progressing, while recent performance has lagged its industry cohort.
Valuation is above peers, and the expectations gap is negative, suggesting expectations are demanding relative to the evidence. The snapshot labels the pricing as justified and fragility as low, but the model has only medium confidence.
Near term, revenue growth is the clearest positive: revenue rose from $3.7 million in 2025-Q2 to $5.5 million in 2026-Q2, and management narrowed 2026 growth guidance to 70% to 80%. Storefront has initial shipments and contracts, but its financial impact is not separately quantified; momentum has fallen, and a May earnings miss and litigation filing add risk.
Over the next few quarters, the thesis depends on delivering the revenue-growth guidance and turning Storefront progress into measurable business results. A guidance cut would be a meaningful negative; rate cuts or stabilization among major technology peers could support the sector backdrop, but would not resolve company-specific execution risks.
For the 1- to 3-year view, QUIK offers a high-risk growth thesis with real revenue momentum but limited proof of profitability and weaker recent momentum. Execution against guidance and clearer evidence of Storefront’s contribution are central. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in QuickLogic Corp's published investment case. The stated target is EPS >= $0.00. |
| Improving |
| EPS remains negative through FY27 |
Diluted EPS: $-0.05 per share FY2026-Q2; GAAP. Published target: EPS >= $0.00. Annual target cannot be compared with a quarterly or TTM observation. Aug 12, 2026-0.05 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve revenue growth to at least $24 million in FY26 | A primary condition in QuickLogic Corp's published investment case. The stated target is >= $24 million total revenue. | Improving | Total revenue falls below $18 million in FY26 | Revenue: $5.482M FY2026-Q2; GAAP. Published target: >= $24 million total revenue. Annual target cannot be compared with a quarterly or TTM observation. Aug 12, 20265,482,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “"As a result, we have narrowed our full-year growth outlook to a range of 70% to 80%.” “Fiscal Second Quarter 2026 Financial Results Total revenue from continuing operations for the second quarter of fiscal 2026 was $5.5 million, an increase of 48.7% compared with the second quarter of 2025 and an increase of 8.5% compared with the first quarter of 2026 .” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.14 → $0.10 · observed estimates
$0.03B → $0.03B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-07-25 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-07-26 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-07-27 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-07-28 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-07-29 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-07-30 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-07-31 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-01 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-02 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-03 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-04 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-05 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-06 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-07 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-08 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-09 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-10 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-12 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-13 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-14 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-15 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-16 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-17 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-18 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-19 | $0.14 | $28,050,000 | 2 / 2 |
| 2026-08-20 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-08-21 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-08-22 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-08-23 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-08-24 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-08-25 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-08-26 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-08-27 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-08-28 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-08-29 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-08-30 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-08-31 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-01 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-02 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-03 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-04 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-05 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-06 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-07 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-08 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-09 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-10 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-11 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-12 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-13 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-14 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-15 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-16 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-17 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-18 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-19 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-20 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-21 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-22 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-23 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-24 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-25 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-26 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-27 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-28 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-29 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-09-30 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-01 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-02 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-03 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-04 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-05 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-06 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-07 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-08 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-09 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-10 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-11 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-12 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-13 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-14 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-15 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-16 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-17 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-18 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-19 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-20 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-21 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-22 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-23 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-24 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-25 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-26 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-27 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-28 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-29 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-30 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-10-31 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-11-01 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-11-02 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-11-03 | $0.10 | $27,915,000 | 2 / 3 |
| 2026-11-04 | $0.10 | $27,915,000 | 2 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.