SEALSQ Plans $200 Million Majority Stake Acquisition in Quobly
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Should l Buy LAES?
Source: stocktwits
- Investment Plan: SEALSQ is looking to invest in French quantum technology firm Quobly through a multi-stage transaction starting with a minority stake, potentially leading to a $200 million majority ownership, indicating strong interest in the quantum technology sector.
- Partnership Background: Since November 2025, SEALSQ and Quobly have partnered to focus on critical sectors such as defense, intelligence, finance, and pharmaceuticals, leveraging their technological strengths to drive industry innovation.
- Technology Integration: QUOBLY's CMOS-compatible quantum technology combined with SEALSQ's post-quantum Root-of-Trust capabilities aims to create trusted, industrialized quantum systems for Europe and its strategic partners, enhancing regional security.
- Financial Performance: SEALSQ reported preliminary FY2025 revenue of approximately $18 million, a 66% increase, and expects revenue growth of 50%-100% in FY2026, reflecting rising market demand for post-quantum security products.
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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: 2.960
Low
7.00
Averages
7.00
High
7.00
Current: 2.960
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 Corp. Signs LOI to Acquire Miraex SA for Quantum Solutions
- LOI Signing: SEALSQ Corp. has signed a letter of intent to acquire 100% of Miraex SA, a Swiss developer of photonics-based quantum interconnect solutions, aiming to enhance quantum technology integration between processors and networks.
- Exclusivity Agreement: The LOI includes a 60-day exclusivity period during which both parties will conduct due diligence and negotiate definitive transaction documents, ensuring Miraex's commitment to the deal and enhancing its feasibility.
- Strategic Investment Plan: The acquisition will be executed through the SEALSQ Quantum Fund as part of its strategic investment program to build a fully integrated Quantum Vertical Stack, thereby strengthening the company's competitive position in the quantum technology sector.
- Market Reaction: Despite a 1.4% drop in SEALSQ Corp.'s premarket shares, WISeKey International Holding Ltd. saw a 2.3% increase, indicating mixed market reactions to the acquisition news, which could influence investor confidence.
See More
SEALSQ Enters Share Issuance Agreement with Investors
- Share Issuance Scale: SEALSQ announced a deal with institutional investors to issue 30.4 million shares and warrants to purchase up to 60.8 million shares at $4.11 each, complying with Nasdaq rules, which is expected to generate approximately $125 million in gross proceeds before commissions and expenses.
- Warrant Details: The warrants have an exercise price of $5.50 per share, are exercisable immediately, and have a seven-year term, providing investors with long-term appreciation potential while potentially impacting the company's future equity structure.
- Underwriter Role: The offering is led by an affiliate of Heights Capital Management, with Maxim Group acting as the sole placement agent, indicating market confidence in SEALSQ despite a current share price decline of 1.53%.
- Expected Closing Date: The offering is expected to close on or about March 17, 2026, marking a further development in SEALSQ's capital market activities, although the company anticipates a wider net loss for FY 2025.
See More
U.S. Federal Agencies Mandated to Adopt Quantum-Resistant Encryption by 2027
- Industry Transformation Acceleration: All U.S. federal agencies are mandated to adopt quantum-resistant encryption by January 2027, propelling the global quantum technology market to an expected $7.66 billion by 2031, with a 22.6% CAGR, reflecting strong demand for quantum-secure infrastructure.
- Market Expansion Dynamics: Quantum Secure Encryption Corp. has expanded its operational markets from four to thirteen since November 2025, with its channel partner count reaching eleven and two additional partnerships expected soon, indicating rapid growth and an expanding customer base in the global market.
- Technological Innovation Enhancement: QSE's Quantum Preparedness Assessment (QPA) platform now includes expanded automation for analyzing software, cryptographic, and hardware bills of materials, aiding organizations in identifying cryptographic risks in complex environments to meet federal long-term migration planning requirements.
- Government Procurement Ecosystem Strengthening: QSE has solidified its position in government procurement by joining the Canadian Association of Defence and Security Industries (CADSI) and the Municipal Information Systems Association (MISA), opening new pathways for participation in public sector and defense-related tenders involving quantum readiness initiatives.
See More
U.S. Federal Agencies Mandated to Adopt Quantum-Resistant Encryption by 2027
- Industry Transformation Acceleration: All U.S. federal agencies are mandated to adopt quantum-resistant encryption by 2027, with the global quantum technology market projected to reach $7.66 billion by 2031, reflecting a 22.6% CAGR, which will drive rapid growth for companies like Quantum Secure Encryption Corp.
- Market Expansion Dynamics: Quantum Secure Encryption Corp. has expanded its operational markets from four to thirteen since November 2025, with its channel partner count increasing to eleven and two additional partnerships expected soon, enhancing its market penetration in commercial and government sectors.
- Technological Innovation Enhancement: The company's Quantum Preparedness Assessment (QPA) platform now features expanded automation for analyzing software, cryptographic, and hardware materials, aiding organizations in planning long-term transitions to quantum cryptographic standards.
- Government Procurement Opportunities: Quantum Secure Encryption Corp. solidified its position within government procurement ecosystems by joining the Canadian Association of Defence and Security Industries (CADSI) and the Municipal Information Systems Association (MISA), opening new pathways for participation in public sector and defense-related cybersecurity tenders.
See More
SEALSQ Announces Certification Timeline for Post-Quantum Security Products
- Certification Progress: SEALSQ confirms that production samples for its four post-quantum security products became available in March 2026, with all products maintaining green status across their respective certification programs, ensuring the company's competitive edge in the post-quantum security market by Q4 2026.
- QS7001 Product Highlights: The QS7001 V1 supports multiple cryptographic algorithms and is expected to receive a Hardware Evaluation Test Report by the end of March 2026, while the V2 version is set to launch in October 2026, extending comprehensive post-quantum algorithm API security and enhancing market appeal.
- QVault TPM Platform Development: The QVault TPM 183 began production in March 2026, with a FIPS 140-3 Lab Letter targeted for May 2026, marking entry into NIST's evaluation queue and strengthening the company's competitive position in the IoT market.
- Strategic Importance: SEALSQ's certification roadmap reflects its commitment to post-quantum security, as governments and enterprises face a 2027 compliance deadline, making the availability of certified silicon crucial for customers transitioning to post-quantum cryptography, thereby solidifying the company's market position.
See More
Investment Opportunities in Quantum Computing Infrastructure
- Massive Market Potential: McKinsey estimates that the quantum computing market could grow to $72 billion by 2035, and while this market is virtually non-existent today, early investors could see millionaire-level returns, highlighting the sector's immense potential.
- Infleqtion's Innovation: Infleqtion went public in 2026 as the first neutral-atom quantum company on a major exchange, with a product portfolio that includes quantum computers and optical clocks, already collaborating with NASA and the U.S. Department of Defense, showcasing strong market applicability.
- QCi's Acquisition Strategy: Quantum Computing Inc. completed a $110 million acquisition of Luminar Semiconductor in 2026, integrating laser and detector manufacturing capabilities, which enhances its competitiveness in photonic quantum systems and is expected to drive future market share growth.
- Sealsq's Security Solutions: Sealsq Corp specializes in post-quantum semiconductors designed to protect data from quantum computing attacks, with products deployed across various sectors in the U.S., demonstrating significant importance and growth potential in the quantum security market.
See More
SEALSQ Corp. Signs LOI to Acquire Miraex SA for Quantum Solutions
- LOI Signing: SEALSQ Corp. has signed a letter of intent to acquire 100% of Miraex SA, a Swiss developer of photonics-based quantum interconnect solutions, aiming to enhance quantum technology integration between processors and networks.
- Exclusivity Agreement: The LOI includes a 60-day exclusivity period during which both parties will conduct due diligence and negotiate definitive transaction documents, ensuring Miraex's commitment to the deal and enhancing its feasibility.
- Strategic Investment Plan: The acquisition will be executed through the SEALSQ Quantum Fund as part of its strategic investment program to build a fully integrated Quantum Vertical Stack, thereby strengthening the company's competitive position in the quantum technology sector.
- Market Reaction: Despite a 1.4% drop in SEALSQ Corp.'s premarket shares, WISeKey International Holding Ltd. saw a 2.3% increase, indicating mixed market reactions to the acquisition news, which could influence investor confidence.
See More
SEALSQ Enters Share Issuance Agreement with Investors
- Share Issuance Scale: SEALSQ announced a deal with institutional investors to issue 30.4 million shares and warrants to purchase up to 60.8 million shares at $4.11 each, complying with Nasdaq rules, which is expected to generate approximately $125 million in gross proceeds before commissions and expenses.
- Warrant Details: The warrants have an exercise price of $5.50 per share, are exercisable immediately, and have a seven-year term, providing investors with long-term appreciation potential while potentially impacting the company's future equity structure.
- Underwriter Role: The offering is led by an affiliate of Heights Capital Management, with Maxim Group acting as the sole placement agent, indicating market confidence in SEALSQ despite a current share price decline of 1.53%.
- Expected Closing Date: The offering is expected to close on or about March 17, 2026, marking a further development in SEALSQ's capital market activities, although the company anticipates a wider net loss for FY 2025.
See More
U.S. Federal Agencies Mandated to Adopt Quantum-Resistant Encryption by 2027
- Industry Transformation Acceleration: All U.S. federal agencies are mandated to adopt quantum-resistant encryption by January 2027, propelling the global quantum technology market to an expected $7.66 billion by 2031, with a 22.6% CAGR, reflecting strong demand for quantum-secure infrastructure.
- Market Expansion Dynamics: Quantum Secure Encryption Corp. has expanded its operational markets from four to thirteen since November 2025, with its channel partner count reaching eleven and two additional partnerships expected soon, indicating rapid growth and an expanding customer base in the global market.
- Technological Innovation Enhancement: QSE's Quantum Preparedness Assessment (QPA) platform now includes expanded automation for analyzing software, cryptographic, and hardware bills of materials, aiding organizations in identifying cryptographic risks in complex environments to meet federal long-term migration planning requirements.
- Government Procurement Ecosystem Strengthening: QSE has solidified its position in government procurement by joining the Canadian Association of Defence and Security Industries (CADSI) and the Municipal Information Systems Association (MISA), opening new pathways for participation in public sector and defense-related tenders involving quantum readiness initiatives.
See More
U.S. Federal Agencies Mandated to Adopt Quantum-Resistant Encryption by 2027
- Industry Transformation Acceleration: All U.S. federal agencies are mandated to adopt quantum-resistant encryption by 2027, with the global quantum technology market projected to reach $7.66 billion by 2031, reflecting a 22.6% CAGR, which will drive rapid growth for companies like Quantum Secure Encryption Corp.
- Market Expansion Dynamics: Quantum Secure Encryption Corp. has expanded its operational markets from four to thirteen since November 2025, with its channel partner count increasing to eleven and two additional partnerships expected soon, enhancing its market penetration in commercial and government sectors.
- Technological Innovation Enhancement: The company's Quantum Preparedness Assessment (QPA) platform now features expanded automation for analyzing software, cryptographic, and hardware materials, aiding organizations in planning long-term transitions to quantum cryptographic standards.
- Government Procurement Opportunities: Quantum Secure Encryption Corp. solidified its position within government procurement ecosystems by joining the Canadian Association of Defence and Security Industries (CADSI) and the Municipal Information Systems Association (MISA), opening new pathways for participation in public sector and defense-related cybersecurity tenders.
See More
SEALSQ Announces Certification Timeline for Post-Quantum Security Products
- Certification Progress: SEALSQ confirms that production samples for its four post-quantum security products became available in March 2026, with all products maintaining green status across their respective certification programs, ensuring the company's competitive edge in the post-quantum security market by Q4 2026.
- QS7001 Product Highlights: The QS7001 V1 supports multiple cryptographic algorithms and is expected to receive a Hardware Evaluation Test Report by the end of March 2026, while the V2 version is set to launch in October 2026, extending comprehensive post-quantum algorithm API security and enhancing market appeal.
- QVault TPM Platform Development: The QVault TPM 183 began production in March 2026, with a FIPS 140-3 Lab Letter targeted for May 2026, marking entry into NIST's evaluation queue and strengthening the company's competitive position in the IoT market.
- Strategic Importance: SEALSQ's certification roadmap reflects its commitment to post-quantum security, as governments and enterprises face a 2027 compliance deadline, making the availability of certified silicon crucial for customers transitioning to post-quantum cryptography, thereby solidifying the company's market position.
See More
Investment Opportunities in Quantum Computing Infrastructure
- Massive Market Potential: McKinsey estimates that the quantum computing market could grow to $72 billion by 2035, and while this market is virtually non-existent today, early investors could see millionaire-level returns, highlighting the sector's immense potential.
- Infleqtion's Innovation: Infleqtion went public in 2026 as the first neutral-atom quantum company on a major exchange, with a product portfolio that includes quantum computers and optical clocks, already collaborating with NASA and the U.S. Department of Defense, showcasing strong market applicability.
- QCi's Acquisition Strategy: Quantum Computing Inc. completed a $110 million acquisition of Luminar Semiconductor in 2026, integrating laser and detector manufacturing capabilities, which enhances its competitiveness in photonic quantum systems and is expected to drive future market share growth.
- Sealsq's Security Solutions: Sealsq Corp specializes in post-quantum semiconductors designed to protect data from quantum computing attacks, with products deployed across various sectors in the U.S., demonstrating significant importance and growth potential in the quantum security market.
See More
