“The increase in research and development spending was primarily related to charges of $3.2 million for intellectual property rights that we purchased for our Plato project during the quarter ended December 31, 2025, increases in outside consulting expenses, a…”10-K · Jun 5, 2026 ↗
GSI Technology, Inc.
GSIT
Market read
GSI Technology, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 23 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 13 directly disclosed connections are confirming.
- GSIT's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if GSIT's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 23 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 13 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- GSIT's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +22.4% year over year.
- Supply chain and availability has repeated favorable evidence across 5 filings.
- Operating margin changed -16.8 percentage points in the latest annual period.
- Diluted shares increased 24.9% in the latest annual period.
- Product pipeline and R&D has repeated adverse evidence across 5 filings.
- EV/sales is 83% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
5.31Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“In recent years we have experienced increased costs as a result of supply chain constraints for wafers and outsourced assembly, burn-in and test operations.”10-K · Jun 5, 2026 ↗
“The goodwill resulted from the acquisition of MikaMonu Group Ltd.”10-Q · Feb 6, 2026 ↗
“Our revenue is currently generated from the design, development and marketing of static random access memories, or SRAMs, that operate at speeds of less than 10 nanoseconds, which we refer to as Very Fast SRAMs, primarily for the networking and telecommunicat…”10-Q · Aug 8, 2025 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 6.7× · EV/sales 4.0×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for GSIT. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for GSIT. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind GSIT
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
CDNS24.0% of GSITcustomerJun 5, 2026 ▾
“We maintain long-term relationships with leading original equipment manufacturer (“OEM ”) customers, including KYEC, Cadence Design Systems, and Nokia.”
NOK12.0% of GSITcustomerJun 5, 2026 ▾
“We maintain long-term relationships with leading original equipment manufacturer (“OEM ”) customers, including KYEC, Cadence Design Systems, and Nokia.”
CDNSCadence Design Systems, Inc.supplierFeb 6, 2026 ▾
“Cadence Design Systems purchases products through contract manufacturers and distributors.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 10 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
GSIT is currently a Follower in the organic co-movement group Energy Technology Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for GSIT; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.