SEALSQ: A Hold Despite Post-Quantum Ambition [Seeking Alpha]
SEALSQ Corp - Ordinary Shares (LAES)
Company Research
Source: Seeking Alpha
LAES has rebounded from a weak FY2024, posting ~$18M FY2025 revenue and holding $425M in cash, but remains subscale and deeply unprofitable. Despite ambitious growth targets and strategic moves like the Quobly MoU, the current valuation at 23–31x FY2026 sales is far ahead of fundamentals. I recommend a Hold: execution risk, margin recovery, and revenue consistency must improve before LAES justifies its premium multiple. Getty Images Introduction and Investment Thesis I do not think SEALSQ Corp. (NASDAQ: LAES ) is an easy stock to underwrite, but it is also becoming increasingly hard to ignore. The company works across secure silicon, device identity, and post-quantum cryptography, three areas that This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions.
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LAES
News
- AI Model Advancements Do Not Alter the Quantum Threat Model — They Reinforce the Need for SEALSQ Type of Post-Quantum Secure InfrastructureGlobeNewswire
- Carlos Moreira Presented SEALSQ’s Sovereign Root-to-Quantum Platform at Tech&FestGlobeNewswire
- SEALSQ France Reinforces Its Presence with up to 2O0 Staff Across Toulouse, Aix-en-Provence, and Grenoble offices [Yahoo! Finance]Yahoo! Finance
- SEALSQ France Reinforces Its Presence with up to 2O0 Staff Across Toulouse, Aix-en-Provence, and Grenoble officesGlobeNewswire
- SEALSQ To Showcase its Secure Sovereign Quantum Technology at Tech&Fest Event in FranceGlobeNewswire
LAES
Sec Filings
- 1/14/26 - Form 6-K
- 1/14/26 - Form 6-K
- 1/14/26 - Form 6-K
- LAES's page on the SEC website