The revenue beat and strong 70-80% full-year growth guidance are positive, but the EPS miss and ongoing losses temper the outlook. Monitor the next quarter for progress toward the guided H2 profitability and cash flow positivity, which would be a major catalyst.
Price Chart
Executive Summary
QuickLogic reported Q2 2026 revenue of $5.5M, up 48.7% YoY, but GAAP EPS of -$0.05 missed the consensus estimate of -$0.04. The company narrowed its full-year growth outlook to 70%-80% and guided for non-GAAP profitability and positive cash flow in H2 2026, which is a positive signal for a company transitioning to growth and profitability.
Key Financial Metrics
Key Facts
- Revenue of $5.5M beat the $6.0M consensus estimate by -8.3% (miss).
- GAAP EPS of -$0.05 missed the consensus estimate of -$0.04.
- Revenue grew 48.7% YoY, driven by a 59.7% increase in new product revenue.
- GAAP gross margin improved to 43.9% from 25.9% in the year-ago quarter.
- Company narrowed full-year growth outlook to 70%-80% and expects non-GAAP profitability and positive cash flow in H2 2026.
- Cash and cash equivalents were $18.5M, down slightly from $18.8M at year-end 2025.
- Revolving line of credit was reduced to $5.0M from $15.0M at year-end 2025.
Financial Impact
Revenue of $5.5M (up 48.7% YoY), GAAP net loss of ($0.9M) or ($0.05) per share, non-GAAP net loss of ($1.1M) or ($0.06) per share.
Risk Factors
- EPS miss vs consensus despite strong revenue growth.
- Continued GAAP and non-GAAP net losses.
- Dependence on new product revenue growth for profitability target.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302848818 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | Insider Cluster | $10.33 $10.74 | ▲ +3.97% | ▲ +2.31% | $11.91 (+15.34%) |
Aug 11, 2026 7w ago | Press Release | $13.08 $11.62 | ▼ −11.16% | ▼ −10.72% | $11.91 (−8.91%) |
May 20, 2026 19w ago | 144 | $20.17 $21.56 | ▲ +6.89% | ▲ +5.29% | $11.91 (−40.93%) |
Mar 4, 2026 30w ago | Insider Cluster | $8.80 $9.36 | ▲ +6.36% | ▲ +7.70% | $11.91 (+35.40%) |
Mar 3, 2026 30w ago | 8-K | $8.80 $9.36 | ▲ +6.36% | ▲ +7.70% | $11.91 (+35.40%) |
US Market Status
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