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QUIKQuickLogic Corporation

Mar 1, 2026 — Macro & Rate-Sensitive Repricing of High-Multiple Small-Cap Semis
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The schedule

  • Sun1Mar
  • Wed14Oct

    A strategic update on SensiML and endpoint AI adoption could reinvigorate momentum from the $19.00 anchor, pushing shares toward $21.50, though execution delays risk a slide to $17.50.

  • Wed10Feb

    Q3 results will test the market's appetite for forward guidance; strong execution points to a $23.50 target, whereas a reaffirmation trap could cause a decline to $18.50 from the $21.50 base.

  • Wed12May

    Full-year guidance resets are notoriously challenging in the semiconductor space; a conservative outlook from an $18.50 base threatens a drop to $15.50, while strong multi-year contract visibility targets $21.50.

  • Wed11Aug

    With valuation expectations largely reset to $15.50, Q1 execution offers a favorable setup to climb to an $18.50 target, though unexpected macroeconomic headwinds could trigger a decline to $13.50.

Past

  • Wed12Aug

    Actual outcome: Bear · $12.76 at outcome

    QuickLogic reported Q2 2026 revenue of $5.5 million, which landed at the low end of guidance due to a delayed extension of an existing customer contract. Additionally, the company posted a wider-than-expected quarterly loss, lagging consensus estimates. The combination of delayed contract revenue and the earnings miss drove the stock to $12.76, falling significantly below the $19.00 bear floor.

    QuickLogic's Q2 2026 earnings face a high bar, with a bullish target of $23.10 requiring substantial eFPGA growth, while a miss or sell-the-news event could drive a retreat to $19.00.

  • Tue12May

    Actual outcome: Bull · $14.65 at outcome

    QuickLogic reported its Q1 2026 financial results and reiterated expectations for strong full-year growth, driven by progress in embedded FPGA (eFPGA) intellectual property, radiation-hardened products, and chiplet opportunities. The report was followed immediately by the announcement of a new seven-figure eFPGA Hard IP contract, fueling significant multi-month upside momentum. [Market retrospective · Long-Term (31–75 days)] Updated observation 2026-08-04: +165.3% from 2026-02-25 (~3.8σ). Target date 2026-06-30 reached; move through 2026-08-04 observed.

    QuickLogic reported its Q1 2026 financial results and reiterated expectations for strong full-year growth, driven by progress in embedded FPGA (eFPGA) intellectual property, radiation-hardened products, and chiplet opportunities. The report was followed immediately by the announcement of a new seven-figure eFPGA Hard IP contract, fueling significant multi-month upside momentum. [Market retrospective · Long-Term (31–75 days)] Updated observation 2026-08-04: +165.3% from 2026-02-25 (~3.8σ). Target date 2026-06-30 reached; move through 2026-08-04 observed.