SEALSQ Expects Q1 2026 Revenue to Exceed $4 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
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Should l Buy LAES?
The company said, "SEALSQ has entered 2026 with clear commercial momentum. The Company remains focused on scaling production, accelerating post-quantum innovation, expanding global partnerships, and securing its role as a leader in the emerging quantum-security infrastructure market. Q1 2026 revenue is expected to exceed $4 million, representing a substantial increase of over 100% on Q1 2025 and signaling accelerated demand across our traditional product portfolios, as our pipeline continues to grow with opportunities. Specifically, the anticipated Q1 2026 growth reflects expected increased revenue from Vault-IC secure element technology increasing as more objects require Internet secure connections and the full-quarter consolidation of IC'ALPS. SEALSQ's outlook statements are based on current expectations. The Company believes the strong Q1 2026 start reinforces confidence in its previously communicated FY 2026 guidance with revenue growth expected to be between 50% to 100% year-over-year, which is supported by: A full-year consolidation of the revenue of IC'ALPS compared to five months in the current year; Continued growth in our current range of secure semiconductor products as well as entry into the Trusted Platform Module market; The commercialization of the QS7001 post-quantum and QVault TPM product range with first revenues anticipated for the latter part of 2026. The launch of a custom post-quantum enabled chip development with contractualization expected in the second half of 2026 reflecting our ability to deliver tailor made security integrated circuits; The anticipated adoption of Post-Quantum Cryptography as a reaction to the threat of quantum computing to traditional encryption methods; Growth in PKI subscription contracts as a result of multiple market trends including the growth in digital transactions, the increasing frequency and sophistication of cyberattacks and the growing adoption of cloud-based models and remote working; Initial revenues expected to be generated by SEALSQ from the Quantix Edge project and sovereign semiconductor initiatives."
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Analyst Views on LAES
Wall Street analysts forecast LAES stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 3.880
Low
7.00
Averages
7.00
High
7.00
Current: 3.880
Low
7.00
Averages
7.00
High
7.00
About LAES
Sealsq Corp is a Switzerland based holding company operating primarily in the semiconductor industry. The Company focuses on developing and selling tamper resistant semiconductors, chips, processors and Post-Quantum technology products. The Company also develops certified secure microcontrollers and implement post-quantum cryptography also secure hardware, firmware, and provides other services for customers across multiple industries. The Company’s products are applicable in consumer electronics, aerospace & military, telecommunications, energy and building, logistics, and medical sectors. The Company offers its solutions across the globe: USA, Canada, Europe, Middle East, Asia and Australia.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SEALSQ Partners with Lattice to Advance Post-Quantum Security Technology
- Strategic Collaboration: SEALSQ has partnered with Lattice Semiconductor to integrate TPM-based post-quantum security capabilities into Lattice's FPGA solutions, addressing the growing demand for quantum-resistant technologies in mission-critical applications like edge computing, thereby enhancing market competitiveness.
- Technical Showcase: At the Embedded World 2026 event in March, SEALSQ will demonstrate the proof-of-concept of its FPGA-TPM solution, showcasing the technical feasibility of embedding TPM-based post-quantum cryptography into FPGA architectures, which will drive advancements in industry standards.
- Market Outlook: This collaboration not only highlights SEALSQ's leadership in post-quantum security but also supports the widespread application of next-generation quantum-secure hardware by leveraging Lattice's expertise in low-power FPGAs to meet the increasing market demand.
- Industry Initiative: The partnership aligns with the launch of the Year of Quantum Security 2026 (YQS2026), emphasizing that quantum security has become an urgent infrastructure and governance imperative, with both companies committed to advancing post-quantum standards recommended by NIST to ensure quantum resilience in customer designs.
See More
SEALSQ Projects $18M Revenue for 2025 with Wider Losses
- Revenue Growth Projection: SEALSQ anticipates a revenue of $18 million for 2025, reflecting a 66% year-over-year increase, indicating significant market demand growth following the launch of new products, despite rising operational costs.
- Wider Net Loss: The expected net loss for 2025 is projected to be between $30 million and $40 million, widening from a $21 million loss in 2024, primarily due to further investments in R&D and marketing, highlighting the company's strategic focus on accelerating growth.
- Strong Cash Reserves: As of December 31, 2025, SEALSQ holds over $425 million in cash, providing robust financial support for future investments and expansion, particularly against the backdrop of increasing global demand for quantum-resistant infrastructure.
- Optimistic Future Outlook: SEALSQ reaffirmed its guidance for 2026, expecting revenue growth between 50%-100%, with Q1 revenue projected to exceed $4 million, signaling accelerated demand in its traditional product lines and marking the beginning of its commercial acceleration phase.
See More
SEALSQ Unveils Quantum-Secure AI Strategy
- Quantum Security Strategy Unveiled: Building on over 1.75 billion secure semiconductor devices deployed globally, SEALSQ has positioned embedded security and post-quantum cryptography as foundational pillars of Physical AI, aiming to provide a secure and resilient infrastructure for autonomous machines, thereby enhancing its market competitiveness for decades to come.
- Transformation of Physical AI: By embedding identity, trust, and data integrity into hardware, SEALSQ plans to extend its secure microcontrollers and hardware security modules into trusted sensing and decision nodes, ensuring secure autonomous operations at the edge to meet future quantum network demands.
- SEALCOIN.AI Transaction Layer: SEALCOIN.AI aims to introduce a secure, AI-native transactional and orchestration layer that facilitates the exchange of value, services, and decisions between autonomous systems, promoting the development of a decentralized physical internet and enhancing trust and economic incentives among machines.
- Global Trust Foundation: SEALSQ's WISeKey Root of Trust, already deployed in over six billion devices, provides secure identity and zero-trust authentication, and combined with its post-quantum semiconductor products, establishes a quantum-resilient cryptographic nervous system that ensures the safe and sustainable operation of autonomous systems in the physical world.
See More
SEALSQ Showcases Quantum Shield QS7001 at Tech&Fest
- Quantum Protection Technology: SEALSQ's QS7001 chip showcased at Tech&Fest utilizes a 32-bit RISC-V core to implement SHA 3 post-quantum primitives directly in silicon, significantly reducing power consumption and memory usage, thereby enhancing encryption performance in high-security environments.
- Compliance Support: The QS7001 supports CNSA 2.0 standards, integrating post-quantum algorithms like ML-DSA-87 and ML-KEM to ensure secure firmware and software signing, meeting stringent requirements for national security systems and enhancing the company's competitiveness in high-assurance markets.
- Performance Improvement: With hardware acceleration, the QS7001 achieves up to a 10x performance boost in executing complex lattice math operations compared to conventional microcontroller PQC stacks, significantly improving execution efficiency for robotics controllers and automotive ECUs, thus advancing the security of intelligent devices.
- Strategic Transformation Opportunity: The implementation of CNSA 2.0 compels technology providers to redesign hardware and infrastructure to address quantum computing threats, and SEALSQ's innovative products will help clients maintain a competitive edge in the future quantum-safe environment.
See More
WISeKey Schedules Launch of 21st LEO Satellite for March 2026
- Satellite Launch Plan: WISeKey's subsidiary WISeSat is set to launch its 21st LEO satellite in late March 2026 from California in collaboration with SpaceX, marking a significant step in the company's ongoing innovation and market expansion in satellite technology.
- Quantum Internet Vision: The partnership with SEALSQ and SEALCOIN.AI aims to accelerate the delivery of quantum-secure, high-speed, low-latency broadband services directly to users by embedding post-quantum chips and secure wallets, enhancing the security and efficiency of IoT devices.
- Access to Capital Markets: WISeKey plans to list on NASDAQ through a business combination with Columbus Acquisition Corp, which is expected to significantly accelerate the deployment of its satellite constellation, enabling secure device-to-device connectivity to meet the growing IoT market demand.
- Future Development Strategy: WISeSat's deployment strategy includes multiple launches throughout 2026, focused on expanding constellation coverage, increasing bandwidth and redundancy, and integrating AI-driven analytics for enhanced security monitoring and real-time data processing capabilities, ensuring competitiveness in an evolving cybersecurity landscape.
See More
WISeKey Appoints New CFO to Drive Satellite Business Growth
- Executive Appointment: WISeKey appointed Gwenael Rouy-Poirier as CFO of its satellite subsidiary WISeSat effective February 2, 2026, aiming to enhance financial governance and capital market activities to support the company's growth strategy in satellite communications.
- Listing Plans: WISeSat signed a Business Combination Agreement with Columbus Acquisition Corp in November 2025, planning to list on Nasdaq, which will provide broader capital access and drive business expansion in IoT and defense sectors.
- Extensive Experience: Rouy-Poirier brings over 25 years of international finance and operational leadership experience, having held senior finance roles at global industrial leaders like GKN Aerospace, Honeywell, and Danaher, providing the necessary rigor and credibility for WISeSat in complex, technology-driven industries.
- Market Outlook: As demand for high-performance satellite connectivity accelerates, Rouy-Poirier's addition will support WISeSat's engagement in capital markets, ensuring the company meets U.S. public market investors' expectations while creating long-term value for stakeholders.
See More
SEALSQ Partners with Lattice to Advance Post-Quantum Security Technology
- Strategic Collaboration: SEALSQ has partnered with Lattice Semiconductor to integrate TPM-based post-quantum security capabilities into Lattice's FPGA solutions, addressing the growing demand for quantum-resistant technologies in mission-critical applications like edge computing, thereby enhancing market competitiveness.
- Technical Showcase: At the Embedded World 2026 event in March, SEALSQ will demonstrate the proof-of-concept of its FPGA-TPM solution, showcasing the technical feasibility of embedding TPM-based post-quantum cryptography into FPGA architectures, which will drive advancements in industry standards.
- Market Outlook: This collaboration not only highlights SEALSQ's leadership in post-quantum security but also supports the widespread application of next-generation quantum-secure hardware by leveraging Lattice's expertise in low-power FPGAs to meet the increasing market demand.
- Industry Initiative: The partnership aligns with the launch of the Year of Quantum Security 2026 (YQS2026), emphasizing that quantum security has become an urgent infrastructure and governance imperative, with both companies committed to advancing post-quantum standards recommended by NIST to ensure quantum resilience in customer designs.
See More
SEALSQ Projects $18M Revenue for 2025 with Wider Losses
- Revenue Growth Projection: SEALSQ anticipates a revenue of $18 million for 2025, reflecting a 66% year-over-year increase, indicating significant market demand growth following the launch of new products, despite rising operational costs.
- Wider Net Loss: The expected net loss for 2025 is projected to be between $30 million and $40 million, widening from a $21 million loss in 2024, primarily due to further investments in R&D and marketing, highlighting the company's strategic focus on accelerating growth.
- Strong Cash Reserves: As of December 31, 2025, SEALSQ holds over $425 million in cash, providing robust financial support for future investments and expansion, particularly against the backdrop of increasing global demand for quantum-resistant infrastructure.
- Optimistic Future Outlook: SEALSQ reaffirmed its guidance for 2026, expecting revenue growth between 50%-100%, with Q1 revenue projected to exceed $4 million, signaling accelerated demand in its traditional product lines and marking the beginning of its commercial acceleration phase.
See More
SEALSQ Unveils Quantum-Secure AI Strategy
- Quantum Security Strategy Unveiled: Building on over 1.75 billion secure semiconductor devices deployed globally, SEALSQ has positioned embedded security and post-quantum cryptography as foundational pillars of Physical AI, aiming to provide a secure and resilient infrastructure for autonomous machines, thereby enhancing its market competitiveness for decades to come.
- Transformation of Physical AI: By embedding identity, trust, and data integrity into hardware, SEALSQ plans to extend its secure microcontrollers and hardware security modules into trusted sensing and decision nodes, ensuring secure autonomous operations at the edge to meet future quantum network demands.
- SEALCOIN.AI Transaction Layer: SEALCOIN.AI aims to introduce a secure, AI-native transactional and orchestration layer that facilitates the exchange of value, services, and decisions between autonomous systems, promoting the development of a decentralized physical internet and enhancing trust and economic incentives among machines.
- Global Trust Foundation: SEALSQ's WISeKey Root of Trust, already deployed in over six billion devices, provides secure identity and zero-trust authentication, and combined with its post-quantum semiconductor products, establishes a quantum-resilient cryptographic nervous system that ensures the safe and sustainable operation of autonomous systems in the physical world.
See More
SEALSQ Showcases Quantum Shield QS7001 at Tech&Fest
- Quantum Protection Technology: SEALSQ's QS7001 chip showcased at Tech&Fest utilizes a 32-bit RISC-V core to implement SHA 3 post-quantum primitives directly in silicon, significantly reducing power consumption and memory usage, thereby enhancing encryption performance in high-security environments.
- Compliance Support: The QS7001 supports CNSA 2.0 standards, integrating post-quantum algorithms like ML-DSA-87 and ML-KEM to ensure secure firmware and software signing, meeting stringent requirements for national security systems and enhancing the company's competitiveness in high-assurance markets.
- Performance Improvement: With hardware acceleration, the QS7001 achieves up to a 10x performance boost in executing complex lattice math operations compared to conventional microcontroller PQC stacks, significantly improving execution efficiency for robotics controllers and automotive ECUs, thus advancing the security of intelligent devices.
- Strategic Transformation Opportunity: The implementation of CNSA 2.0 compels technology providers to redesign hardware and infrastructure to address quantum computing threats, and SEALSQ's innovative products will help clients maintain a competitive edge in the future quantum-safe environment.
See More
WISeKey Schedules Launch of 21st LEO Satellite for March 2026
- Satellite Launch Plan: WISeKey's subsidiary WISeSat is set to launch its 21st LEO satellite in late March 2026 from California in collaboration with SpaceX, marking a significant step in the company's ongoing innovation and market expansion in satellite technology.
- Quantum Internet Vision: The partnership with SEALSQ and SEALCOIN.AI aims to accelerate the delivery of quantum-secure, high-speed, low-latency broadband services directly to users by embedding post-quantum chips and secure wallets, enhancing the security and efficiency of IoT devices.
- Access to Capital Markets: WISeKey plans to list on NASDAQ through a business combination with Columbus Acquisition Corp, which is expected to significantly accelerate the deployment of its satellite constellation, enabling secure device-to-device connectivity to meet the growing IoT market demand.
- Future Development Strategy: WISeSat's deployment strategy includes multiple launches throughout 2026, focused on expanding constellation coverage, increasing bandwidth and redundancy, and integrating AI-driven analytics for enhanced security monitoring and real-time data processing capabilities, ensuring competitiveness in an evolving cybersecurity landscape.
See More
WISeKey Appoints New CFO to Drive Satellite Business Growth
- Executive Appointment: WISeKey appointed Gwenael Rouy-Poirier as CFO of its satellite subsidiary WISeSat effective February 2, 2026, aiming to enhance financial governance and capital market activities to support the company's growth strategy in satellite communications.
- Listing Plans: WISeSat signed a Business Combination Agreement with Columbus Acquisition Corp in November 2025, planning to list on Nasdaq, which will provide broader capital access and drive business expansion in IoT and defense sectors.
- Extensive Experience: Rouy-Poirier brings over 25 years of international finance and operational leadership experience, having held senior finance roles at global industrial leaders like GKN Aerospace, Honeywell, and Danaher, providing the necessary rigor and credibility for WISeSat in complex, technology-driven industries.
- Market Outlook: As demand for high-performance satellite connectivity accelerates, Rouy-Poirier's addition will support WISeSat's engagement in capital markets, ensuring the company meets U.S. public market investors' expectations while creating long-term value for stakeholders.
See More
