QUIK

Rating neutralAI Memo

QuickLogic

As of 2026-04-07/Confidence medium

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Data freshness

AI Memo

As of 2026-04-07 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

neutral

Confidence

medium

Horizon

—

Key catalyst

Quarterly results and management commentary (monitor Q2 2026 cadence) • 2026-07-06

Base target: $11 / p=55% prob

Biggest risk

Concentration/long sales cycles for specialized eFPGA and rad-hard programs delay revenue recognition; execution or integration issues force further dilution or downwards guidance.

Invalidation

Break below $8 or thesis failure.

What would change my mind?

Contract wins ($13M) plus additional eFPGA Hard-IP design wins and successful SensiML endpoint-AI deployments accelerate product revenue growth and margins, validating the platform and driving multiple expansion.

Research note

Recommendation

neutral

Confidence

medium

As of

2026-04-07

Base target

$11

p=55%

Bull target

$13

p=20%

Bear target

p=25%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Near-term revenue recognition / initial program milestone from $13M contract
eFPGA Hard-IP design wins and endpoint-AI product ramps drive FY27 revenue expansion
Contract wins ($13M) plus additional eFPGA Hard-IP design wins and successful SensiML endpoint-AI deployments accelerate product revenue growth and margins, validating the platform and driving multiple expansion.

BearKey bullets

Execution risk on IP porting to advanced foundry nodes and partner integrations
Long customer qualification cycles for eFPGA / rad-hard programs
Potential dilution if additional funding required

WatchKey bullets

Quarterly results and management commentary (monitor Q2 2026 cadence)

Summary

High-level snapshot

Recommendation

neutral

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $11 (p=55%)

Target spread vs base: +24% / -29%

Scenario probabilities

Bull Target: $13 (p=20%)Base Target: $11 (p=55%)Bear Target: $8 (p=25%)

Commentary

Market sentiment is muted/neutral with analyst median near the current price and few active upgrades; recent PRs (contract award, product announcements) add idiosyncratic positive news but visibility on multi-quarter revenue ramp remains limited [#PR-undated] [#IR-undated]. The deterministic prior shows modest near-term downside bias, implying cautious positioning.

As of 2026-04-07 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Bear Case

Concentration/long sales cycles for specialized eFPGA and rad-hard programs delay revenue recognition; execution or integration issues force further dilution or downwards guidance.

Drivers

Scannable catalysts and supporting factors

Near-term revenue recognition / initial program milestone from $13M contract
eFPGA Hard-IP design wins and endpoint-AI product ramps drive FY27 revenue expansion

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-04-07Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$9.86

Range (USD)

$8.00 - $11.55

Count

Query: QuickLogic Corp Common (QUIK) analyst consensus price target high low average

QUICKLOGIC CORP (QUIK) Forecast, Price Target & Analyst Ratings
Search result #2
9 analysts have analysed QUIK and the average price target is 9.86 USD. This implies a price increase of 5.12% is expected in the next year compared to the ...
Extracted: $9.86Open source
QUIK / QuickLogic Corporation (NasdaqCM) - Forecast, Price Target ...
Search result #4
The average one-year price target for QuickLogic Corporation is $9.86. The forecasts range from a low of $8.08 to a high of $11.55. Read More.
Extracted: $9.86, $8.08, $11.55Open source
QuickLogic QUIK - Analyst Price Targets & Ratings History - AnaChart
Search result #5
Highest price target for QUIK is $11, Lowest price target is $11, average price target is $11. Most recent stock forecast was given by MARTIN YANG from ...
Extracted: $11.00Open source
Quicklogic Stock Price Forecast. Should You Buy QUIK?
Search result #7
Insider sentiment for QuickLogic Corporation (QUIK) is Neutral, as recent insider trading activity has been mixed or of low impact, showing no strong consensus.
Open source
Consensus QuickLogic Corporation - QUIK - MarketScreener
Search result #9
Spread / Highest target. +22.22%. Low Price Target. 8.000USD. Spread / Lowest Target. -11.11%. Analyst Consensus Detail. Consensus revision (last 18 months) ...
Extracted: $8.00Open source
QuickLogic Corporation (QUIK) Analyst Ratings, Estimates & Forecasts
Search result #3
See QuickLogic Corporation (QUIK) stock analyst estimates, including earnings and revenue, EPS, upgrades and downgrades.
Open source

Scenarios

Bull Target (Scenario probability)

$13 / p=20% prob

Base Target (Scenario probability)

$11 / p=55% prob

Bear Target (Scenario probability)

$8 / p=25% prob

Analysis 2026-04-07 · RankAlpha Sentiment AI

Analysis reference price unavailable. Targets are shown without scenario returns.

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-07-06
Quarterly results and management commentary (monitor Q2 2026 cadence)
Management filed an 8-K for results (Item 2.02) and recently completed the FY2025 10-K; the next quarterly Form 10-Q/earnings release will show contract revenue timing, bookings, and margin progress — monitor the next report for guidance/visibility (assume window/end by 2026-07-06) [#8-K-2026-03-03] [#10-K-2026-03-27].
Prob 25.00% • Move 8.00% • Priced-in 50.00%

Short-term Catalysts

Next few weeks

Near-term revenue recognition / initial program milestone from $13M contract
2026-07-06
QuickLogic announced a $13M contract award (press) for its radiation-hardened program and related development work; initial milestone invoices / prototype deliveries could drive near-term revenue and upside versus consensus [#PR-undated] and will be visible in quarterly results / 8-K updates [#8-K-2026-03-03].
Prob 40% • Move 12% • Priced-in 30%

Long-term Catalysts

Months to a year

eFPGA Hard-IP design wins and endpoint-AI product ramps drive FY27 revenue expansion
2027-04-07
Company IR/press materials describe eFPGA Hard IP optimized for advanced nodes and an endpoint-AI software stack (SensiML); successful integration/design wins with foundry/IP partners and customer ramps could materially increase product revenue over the next 12 months [#IR-undated] [#PR-undated].
Prob 35% • Move 40% • Priced-in 10%

Risks

Execution risk on IP porting to advanced foundry nodes and partner integrations
Long customer qualification cycles for eFPGA / rad-hard programs
Potential dilution if additional funding required
Revenue timing and concentration risk from a small number of defense/space customers

Peers

Symbol	Summary
VLN	Valens — fabless semiconductor with link-layer connectivity and IP licensing; comparable small-cap fabless exposure and go-to-market into specialized OEMs.
ATOM	Atomera — small-cap semiconductor IP/technology company; similar capital-light IP model and customer concentration risks.
MX	Magnachip — legacy fabless supplier serving niche analog/digital markets; useful comparator for commercialization and channel execution challenges at sub-$200M market caps.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: QuickLogic Corp Common (QUIK) analyst consensus price target high low average
Analysis date: 2026-04-07

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Symbol

Summary

VLN

Valens — fabless semiconductor with link-layer connectivity and IP licensing; comparable small-cap fabless exposure and go-to-market into specialized OEMs.

ATOM

Atomera — small-cap semiconductor IP/technology company; similar capital-light IP model and customer concentration risks.

Magnachip — legacy fabless supplier serving niche analog/digital markets; useful comparator for commercialization and channel execution challenges at sub-$200M market caps.