QuickLogic Corp (QUIK)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
$10.76+1.41%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
Intact: The reason to own it still holds.
QuickLogic aims for strong revenue growth starting in 2026. Revenue rose from $3.73M in 2025-Q4 to $5.05M in 2026-Q1. The company is executing strategic goals despite losses. Recent selloff prices in some risks but growth progress is visible.
The company is still loss-making with volatile management. Recent earnings misses and litigation filings raise concerns. Revenue growth may slow or fail to reach targets, risking further share price declines.
The market expects about 57% revenue growth and prices the stock roughly 30% above our valuation model. Our view is cautious given the company’s losses and recent negative events, which may pressure growth and execution.
Breaks if: Execution progress score falls below 50% or major strategic failures occur
Continue executing strategic objectives to support growth and operational goals.
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a speculative growth opportunity. The company is currently loss-making but is pursuing significant revenue growth and strategic objectives, which could lead to improved performance over the multi-year thesis.
The market appears to have a justified valuation, with a low expectations gap. However, it is priced at a premium compared to its peers, indicating that investors may be cautious about future performance.
Management has shown a commitment to revenue growth and strategic initiatives, with recent revenue increases. However, the company has a history of missing earnings expectations, which adds a layer of risk to its future performance.
The long-term thesis hinges on management's ability to achieve revenue growth and execute strategic initiatives successfully. Additionally, external factors like Federal Reserve rate cuts and the performance of major tech companies could influence the company's trajectory.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. QuickLogic forecasts significant revenue growth of 70% to 80% in 2026. This aligns with their objective of achieving substantial revenue growth. Recent earnings also showed a revenue surge of 48%. There are no new threats identified that would weaken this outlook.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: EPS remains negative through FY27
Breaks if: Total revenue falls below $18 million in FY26
Focus on driving substantial revenue growth throughout 2026, supported by new product shipments and strategic initiatives.
Stated as a priority in 2 of last 2 quarters. Revenue increased from $5.1M in 2026-Q1 to $5.5M in 2026-Q2 (+8.5%), with full-year growth outlook narrowed to 70%-80%. Management's trajectory is delivering with sequential revenue growth and positive outlook.
“We have narrowed our full-year growth outlook to a range of 70% to 80%.”
“We believe, positioned for significant revenue growth beginning this year.”
In the next 1 to 3 years, QUIK's performance will depend on its execution of growth strategies and external market conditions. Not investment advice.